Momentum AMS agents can now seamlessly submit Home and Auto Quote Applications directly to Applied Rater.
How to Submit to Applied Rater:
- Navigate to the Application: Open a Home or Auto application within Momentum AMS.
- Select Applied Rater: From the "Process Data" dropdown menu, choose the "Applied Rater" option.
- Submission Confirmation: Upon submission, you'll receive a confirmation message indicating that Applied Rater has received your application.
A Note on Quote Bridging:
While Momentum AMS can easily bridge applications to Applied Rater, currently, Applied Rater does not offer a direct bridge back to Momentum AMS or any other system.
To import quotes from Applied Rater into Momentum AMS, you can follow these steps:
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Export from Applied Rater:
- Navigate to the "Summary" page of the desired client.
- Click the "Export" button in the top right corner.
- Select AL3 format and choose a save location.
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Import into Momentum AMS:
- [Provide specific instructions on how to import the AL3 file into Momentum AMS, including any necessary configuration or data mapping steps.]
Quick and Easy Application Creation:
You can effortlessly create Home or Auto applications in just a few simple steps:
- Utilize Existing Policies: Start with an existing policy and manually create a new one.
- Leverage Insured Items: Take advantage of pre-filled data from Insured Items to expedite the process.
- Integrate with Custom Websites: Map Form JSON fields to save vehicle, driver, and property data directly into Insured Items.
Additional Considerations:
Currently, converting custom JSON forms (like Gravity Forms) into Rater-ready applications is primarily supported for Quote Rush, as it accepts JSON format. For other raters, Acord XML format is typically required.
By leveraging these streamlined processes and the power of Applied Rater, you can significantly enhance your efficiency and productivity as a Momentum AMS agent.