Navigating the Service Requests Menu in Momentum AMS
Service Requests in Momentum AMS provide a structured and efficient way for insurance agencies to manage client requests, ensuring that policy updates and service-related changes are processed accurately and on time. Navigating the Service Requests menu effectively allows agencies to track, filter, and manage these requests without delays or miscommunication.
Accessing the Service Requests Menu
To begin, log in to Momentum AMS and locate the Service Requests option in the left-hand menu. Clicking on this will take you to the Service Request List, the main hub for managing all submitted service requests. If this option is not visible, check user permissions or consult an administrator to ensure access.
Understanding the Service Request List
Inside the Service Request List, all pending, in-progress, and completed service requests are displayed. The search bar at the top allows quick access to specific requests by searching for an insured name, policy number, request type, or status. Additionally, dropdown filters enable sorting by request type, status, date range, or assigned user. These filters help prioritize work and locate outstanding requests quickly.
Each service request is assigned a status that reflects its current progress. Pending requests have been submitted but not yet reviewed, in-progress requests are actively being worked on, and completed requests have been successfully processed. Using these statuses allows agencies to organize their workflow and ensure requests are handled in a timely manner.
Viewing and Managing Service Requests
To view the details of a specific service request, click on its name. This opens a detailed view containing insured information, the request type, and any additional notes or attachments. The activity log at the bottom of the page tracks all updates, providing a complete history of the request from submission to completion. This ensures transparency and accountability throughout the process.
Accessing Service Requests from an Insured’s Profile
In addition to the main Service Requests List, requests can also be accessed directly from an insured’s profile. Within the insured’s profile, navigating to the Activity History tab provides a list of all service requests associated with that insured. Additionally, a blue-shaded section at the top of the insured’s details page highlights active service requests, making it easy to identify ongoing requests that require attention. This alternative view allows agents to stay updated on policy-related requests without needing to return to the main Service Requests menu.
Utilizing the Service Requests Pipeline
For a more visual approach to managing service requests, the Service Requests Pipeline provides a workflow-style overview. This pipeline categorizes requests into different stages, such as new requests, in review, awaiting client information, or completed. Requests can be moved between stages using the drag-and-drop feature, allowing agencies to track their progress at a glance. This method ensures that all requests remain visible and can be easily monitored throughout their lifecycle.
Assigning and Managing Requests
If a request needs to be assigned to a specific team member, it can be done directly from the request details page. The "Assigned To" dropdown allows selection of the agent responsible for processing the request. Once assigned, the request appears under that user’s workload, ensuring accountability and preventing delays in handling client inquiries.
Conclusion
The Service Requests menu in Momentum AMS provides a comprehensive system for managing policy-related updates and client service requests. By understanding how to navigate the Service Request List, access requests from an insured’s profile, use the Service Requests Pipeline, and assign tasks effectively, agencies can improve efficiency and ensure timely service delivery. Implementing these best practices will help streamline workflow, reduce processing errors, and enhance overall client satisfaction.