Momentum AMS Support 2

Momentum AMS Features

• Creating a Task From Notes
• Understanding Momentum AMS Service Requests
• Understanding Commission Split Rules
• How to Use Momentum ToolBox to Streamline Your Insurance Workflow
• Navigating the Service Requests Menu in Momentum AMS
• Adding a New Service Request as an Agency
• Client-Submitted Service Requests in Momentum AMS
• Understanding Different Service Request Types in Momentum AMS
• Viewing, Filtering, and Tracking Service Requests in the Pipeline
• Service Requests vs. Tasks – When to Use Each One
• How to Add a New Payment to a Paid Invoice and Issue a Refund in Momentum AMS

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