Streamline your insurance agency with Momentum Roam! A mobile app synced with NowCerts Momentum AMS for on-the-go management.
Running an insurance agency involves juggling policies, client communications, and documents, often under tight deadlines. Momentum Roam, a mobile app designed to integrate seamlessly with Momentum AMS, simplifies these tasks, saving time and boosting productivity. In this guide, we’ll walk you through how to set up Momentum Roam, how to use its powerful features, and the key benefits it offers insurance professionals.
What Is Momentum Roam?
Momentum Roam is a mobile application developed by Momentum, tailored for insurance agents who need to manage their data on the go. By syncing with NowCerts Agency Management System (AMS), it provides tools to streamline policy management, client interactions, and document handling. Available on both iOS and Android, Momentum Roam ensures you stay connected and responsive, no matter where you are.
Whether you’re searching for client data, reviewing policies, or sending certificates, Momentum Roam’s intuitive interface makes it easy to stay organized and efficient. Let’s dive into how you can get started and make the most of this tool.
How to Set Up Momentum Roam
Setting up Momentum Roam is straightforward, with a process designed for quick installation and secure integration. Follow these three simple steps to get started:
Step 1: Download the App
Begin by downloading Momentum Roam from your preferred app store. It is available on the Google Play Store for Android or the App Store for iOS. The app is compatible with a wide range of devices, requiring Android 5.0+ or iOS 14.2+ for optimal performance. The download size is approximately 51.1 MB for Android and 226.5 MB for iOS, so ensure you have sufficient storage.
Step 2: Login to your Momentum AMS Account
Once installed, open the app and set up your profile by logging in to your Momentum AMS account with an active NC Roam Subscription. The app uses industry-standard Secure Socket Layer (SSL) technology to protect your data during this step, ensuring a safe and seamless sync of your essential data, such as client records, policies, and documents.
Step 3: Customize your Settings
After logging in, customize your notification settings to receive alerts. Momentum Roam allows you to configure notifications for policy updates, pending approvals, or client communications, ensuring you only receive relevant information. You’re now ready to use Momentum Roam’s full suite of features!
Download Links:
Get it for Android: https://play.google.com/store/apps/details?id=com.ncroam.ncroam&pli=1
Download on iOS: https://apps.apple.com/us/app/momentum-roam/id6477289934