When it comes to entering new business, efficiency matters. Whether you're working in personal or commercial lines, QuoteLinq within Momentum AMS offers a smarter, faster way to gather information, start quotes, and create prospects—all from one streamlined workflow.
If you’re still manually entering basic details and toggling between screens to gather quote data, it’s time to level up. Here’s how QuoteLinq can transform the way your agency collects information and builds pipelines.
What Is QuoteLinq?
QuoteLinq is a built-in tool inside Momentum AMS that allows agents and CSRs to gather detailed personal or commercial lines data in one place and push it directly into the system—no duplicate entry, no separate “add prospect” step.
Even better? You can send the quote form directly to your insured to complete on their own time, reducing phone tag and improving data accuracy.
Why Use It?
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✅ Skip the manual entry: Input everything once, or send it to the insured to fill in.
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✅ Automated prospect creation: When the form is completed, the system creates a fully populated prospect record in Momentum.
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✅ Flexible quoting: Works whether or not you're using the built-in Momentum rater.
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✅ Perfect for personal or commercial lines.
How to Access QuoteLinq
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Log into Momentum AMS.
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From the left-hand navigation, scroll down and click:
Momentum AMP → Momentum CL Rating -
In the new window, click QuoteLinq.
How to Start a New Submission
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Click Add at the top of the QuoteLinq dashboard.
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Choose New Prospect as your submission type.
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Enter the insured’s name, email, and contact information.
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Select either Personal Lines or Commercial Lines depending on the quote.
Filling Out the Form
You’ll be prompted to enter common quote details like:
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Property address and coverage limits for homeowners
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Driver and vehicle details for auto
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Business name, operations, and property data for commercial lines
At any point, you can choose to send the form to the insured. This lets them fill in the details directly, saving your team valuable time and reducing errors.
What Happens Next?
Once submitted—either by you or the client—the form automatically creates a new Prospect profile inside Momentum AMS. That prospect will already include:
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Contact details
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Quote data
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Assigned line of business
From there, you’re ready to attach documents, follow up, or start a policy workflow.
Pro Tip: Use QuoteLinq Even Without the Momentum Rater
Even if your agency hasn’t activated the Momentum Rater, QuoteLinq is still fully functional. Think of it as a smarter intake form that integrates directly with your AMS. Whether you’re using EZLynx, a carrier portal, or quoting manually, QuoteLinq helps you gather what you need more efficiently.
Final Thoughts
If you’re looking for a better way to collect information, keep your pipeline organized, and reduce administrative workload, QuoteLinq is your new best friend.
It’s not just a form—it’s a prospecting tool built to keep you moving forward.