Setting Up User Account Access in Momentum AMS

Momentum AMS offers an insured access portal, allowing clients to manage aspects of their policy, such as retrieving ID cards, sending certificates, and accessing shared files.

Step 1: Access the Client Profile

1. Log in to Momentum AMS.
2. Navigate to the Insureds section.
3. Select the client who needs user account access.
4. Click on Actions in the upper-right menu.
5. Select Create User Account from the dropdown list.

Step 2: Configure User Account Details

1. A pop-up will appear confirming that the insured will receive an email to set up their password.
2. The system automatically assigns the insured's email address as their username.
3. Below, you will see a list of access rights that you can assign to the insured.

Step 3: Assign Access Permissions

Momentum AMS provides various levels of access. The most commonly used permissions include:

• View Policy Information – Allows the insured to see their policy details (read-only).
• Vehicles (ID Card Access) – Grants the ability to retrieve their own ID cards.
• Send Certificates – Enables the insured to issue certificates of insurance.
• File Access – Allows the insured to view and download shared files.
• Add Additional Interests – Useful for blanket additional insured (AI) scenarios.

💡 Tip: If a permission option includes a verb like "Allow" or "Send," it means the insured can actively perform that action. If there is no verb, the permission is read-only.

Once you have selected the appropriate access levels, click Save to finalize the user setup.

Step 4: Managing Existing User Accounts

Once a user account has been created, you can make changes at any time.

1. Navigate to the insured’s profile.
2. Click on Update User.
3. From here, you can:
   • Change the username.
   • Reset or update the password.
   • Send a password reset request.
   • Suspend or revoke access if necessary.
   • Modify permissions to grant or remove certain capabilities.

These settings allow the agency to maintain full control over the insured’s access.

Step 5: How Insureds Log In

After setup, the insured can access their portal:

1. They will receive an email notification prompting them to set up their password.
2. Once configured, they can log in through:
   • Your agency’s website
   • The Momentum AMS Insured Portal
3. Upon logging in, they can:
   • Retrieve ID cards.
   • Send certificates of insurance.
   • View or download shared files under the "Files Accessible by Insured" section.

Final Notes

Setting up insured access in Momentum AMS provides a self-service experience, reducing the need for agencies to manually issue documents. This feature improves efficiency and enhances customer satisfaction by giving insureds the ability to manage their documents anytime.

If you have any questions about user account setup, please contact the Momentum AMS support team.