Momentum Toolbox: Your One-Stop Shop for Efficiency
The Momentum Toolbox is your gateway to a suite of powerful tools designed to streamline your insurance operations, improve accuracy, and save you valuable time. Whether it's harnessing the power of AI or leveraging third-party integrations, the Momentum Toolbox empowers you to work smarter, not harder.
Here's a breakdown of the current tools available:
1. Certificate of Insurance Scan
- What it does: This AI-powered tool extracts key data from Acord 25 Certificates of Insurance and neatly organizes it into a CSV file.
- Why you need it: Manually entering certificate holder information is tedious and prone to errors. This tool eliminates manual data entry, allowing for quick and easy imports into NowCerts using the Data Import tool. This means less time spent on administrative tasks and more time focusing on your clients.
2. Acord and Dec Pages Scan
- What it does: This tool uses AI to extract data from Acord forms (125, 126, 130), declaration pages, and quote sheets. It then automatically creates or updates insured and prospect records within NowCerts, complete with policy and quote details.
- Why you need it: Say goodbye to manually re-keying information from Acord forms and dec pages! This tool drastically reduces manual entry and the potential for errors, ensuring your client and policy data in NowCerts is always accurate and up-to-date.
3. PremFi (PFA) Scan
- What it does: This tool extracts data from premium finance agreements from providers like Capital Premium Finance and IPFS. It then uses this information to create or update insured and policy records within NowCerts.
- Why you need it: Keeping track of premium finance agreements and ensuring your NowCerts records are synchronized can be a challenge. This tool automates the process, saving you time and reducing the risk of discrepancies. Plus, with more premium finance providers being added soon, you'll have a centralized solution for managing financed policies.
4. Commission Scan
- What it does: This tool takes PDF commission reports and transforms them into easy-to-use CSV files.
- Why you need it: Analyzing commission data is crucial for understanding your agency's performance. This tool eliminates the hassle of manually extracting data from PDF reports, providing you with clean, organized data ready for import into Momentum for analysis and reporting.