The MGA List in Momentum AMS functions similarly to the Carrier List, allowing agencies to manage their relationships with Managing General Agents (MGAs).
Step 1: Accessing the MGA List
Log into Momentum AMS, navigate to Contacts in the left-side navigation, and select MGAs. This will open the MGA List, where agencies can view and manage their MGA relationships. To add a new MGA, click + Add New at the top of the page.
Step 2: Searching and Filtering MGAs
The search bar and filters allow users to refine their list based on MGA name, status, Lines of Business, and tags. These filters help agencies quickly locate specific MGAs and ensure their database remains well-organized.
Step 3: Customizing the MGA List View
Users can configure which columns are displayed in the MGA List and arrange them in a way that best suits their workflow. Clicking the Configurator Icon allows users to adjust the visibility and order of columns, ensuring the most relevant information is easily accessible.
Step 4: Making Bulk Updates with Batch Actions
By enabling Batch Actions Mode, users can apply bulk updates to multiple MGAs at once, including assigning tags, updating statuses, and updating states.
Step 5: Exporting MGA Data for Reports
The Export Icon allows users to generate CSV or Excel reports, making it easy to analyze MGA relationships and track key data points.
Final Thoughts
The MGA List in Momentum AMS helps agencies efficiently manage their MGA partnerships. By using search filters, batch actions, and export tools, agencies can maintain a well-organized and up-to-date MGA database.