Momentum AMS Features
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      How to Use Momentum ToolBox to Streamline Your Insurance Workflow

      Momentum ToolBox is designed to automate and simplify various insurance processes by extracting data, enriching records, and generating insights.

      Step 1: Accessing Momentum ToolBox

      1. Log in to Momentum AMS with your credentials.
      2. Navigate to the Momentum ToolBox section from the main menu.
      3. Use the search bar or scroll through the available tools to find the function you need.

      Step 2: Extracting Data from Documents

      Momentum ToolBox provides multiple scanning tools that automatically extract data from insurance-related documents.

      Extracting Certificate of Insurance Data

      1. Select Certificate of Insurance Scan from the ToolBox.
      2. Click Get Started to upload your Certificate of Insurance (COI).
      3. The tool will extract relevant data and generate a CSV file.
      4. Download the CSV file and import it into Momentum AMS to update certificate holders.

      Extracting Acord and Declaration Page Data

      1. Click on Acord and Dec Pages Scan from the ToolBox.
      2. Upload your Acord form or policy declaration page.
      3. The tool will analyze the document and extract insured and policy details.
      4. Review the extracted data and click Continue to save it into Momentum AMS.

      Extracting Premium Finance Agreement (PFA) Data

      1. Open PremFi (PFA) Scan from the ToolBox.
      2. Upload the premium finance agreement document.
      3. The system will extract policy and insured data.
      4. Click Get Started to update insured records automatically in Momentum AMS.

      Step 3: Comparing and Summarizing Policies

      Momentum ToolBox also provides tools to compare and analyze policy details efficiently.

      Comparing Multiple Policies

      1. Select Policy Comparison from the ToolBox.
      2. Upload multiple policy dec pages or quote letters.
      3. The tool will compare coverages, limits, and policy details side by side.
      4. Click Continue to save or download the comparison for review.

      Generating Policy Summaries

      1. Click on Policy/Quote Analyzer and Summary from the ToolBox.
      2. Upload your policy dec page or quote letter.
      3. The system will generate a structured summary highlighting key fields.
      4. Click Continue to save the summary in Momentum AMS or export it as needed.

      Step 4: Managing Commission Data

      1. Navigate to Commission Scan in the ToolBox.
      2. Upload a PDF commission report.
      3. The tool extracts data and converts it into a CSV file.
      4. Download the CSV file and import it into Momentum AMS for commission reconciliation.

      Step 5: Automating Data Enrichment

      Momentum ToolBox offers third-party integrations to enhance data accuracy.

      Adding Industry Classification Codes

      1. Open Classification Codes (NAICS) from the ToolBox.
      2. Enter customer details or upload an insured list.
      3. The system will append NAICS codes to categorize clients by industry.
      4. Click Continue to save the updated records.

      Prefilling Vehicle Information

      1. Select Vehicle Prefill from the ToolBox.
      2. Enter vehicle details or VIN numbers.
      3. The tool retrieves and populates the necessary information.
      4. Click Get Started to update insured vehicle records.

      Step 6: Sending Documents for E-Signatures

      1. Open E-Signature in the ToolBox.
      2. Upload the document that needs to be signed.
      3. Enter recipient details and set signature requirements.
      4. Click Continue to send the document for signature.

      Step 7: Using Additional Features

      Momentum ToolBox includes various other tools for risk assessment and data validation.

      • Carrier Rate Service Rating: Provides unbiased ratings on insurance companies.
      • Rate Risk Appetite Tool: Generates instant risk appetite insights based on classification codes, policy type, and state.
      • MVR (Coming Soon): Retrieves motor vehicle record insights based on a 5-year driver violation history.
      • Home Owners Data (Coming Soon): Provides instant property data for underwriting and risk assessment.

      Step 8: Getting Support

      If you need assistance, visit the Momentum AMS support center or contact our support team for help with Momentum ToolBox features.

      By leveraging these tools, you can save time, reduce errors, and enhance your agency’s efficiency. Start exploring Momentum ToolBox today and optimize your insurance workflows.