Momentum AMP Support Center

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Momentum AMP Support Center

Support Resources

Support Resources

Get help with NowCerts specific functions, platform overview, features and tools, and learn how to maximize the Agency Management System capabilities.

Momentum AMS Features

Work Groups

Self-service certificate approval feature.

Creating a User Account for Your Insureds

Custom Fields: Allowing Storage of Data into Momentum AMS that is Not Already Available in the System

Automatic Session Time-Out

Integration Widgets: Applications to Improve Integration Between Momentum AMS and Your Website

Using Tags to Customize Workflow

Renewal Center

Quote Applications

How to Change Your Dashboard to Momentum?

Pipelines

How do I Handle Policy Renewals?

Creating an Insured

Reports Permissions

Self serving your own certificates

Converting a Prospect into an Insured

Where can I View and Change the Status of a Task?

Change "Policies" Default Search Filters

Understanding the New Pipelines Tools

How to Remove a Driver from a Policy

How to see Policy Notes

Customizing Your Dashboard: A Step-by-Step Guide

How to Enter Co-Insured Fields and Copy to Principal and Co-Insured Area

Finding Client Birthdays in Interactive Reports

Voided Invoices Free-up the Account Receivable; Reissue Instead of Reactivating

Sorting High-Value Policies by Largest Premium Amounts

Modifying the Left Navigational Menu.

Creating Carrier Hyperlinks in Momentum AMS for Quick Policy Access.

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Email Support

Google Workspace set up for webmail.

Whitelisting NowCerts.com with Your Email Provider

Matching & Tagging Emails to a Client File

Benefits of Email Synchronization

Syncing Yahoo Business Emails

Adding Multiple Email Accounts from which the Agency can Send Emails

Syncing Google Emails

"Whitelisting" - Poner NowCerts en la lista blanca con su cuenta de correo electrónico

Selecting your webmail folders

Why Are My Emails Going To My Client's Spam Folder?

Syncing your Email in to the NowCerts Webmail

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Carrier Downloads

Merging Duplicate Carriers

What Carriers does Momentum AMS' "Carrier Downloads" work with?

Using Custom Fields (in Mapping) to Transfer Data into PDF Forms

eDocs Downloads

Data Import Tool: Importing Data from Excel (CSV) Files

Carrier Downloads: Merging Options Explained

What do I do if My Download Carrier is Not in IVANS?

Adding a "Parent" Carrier & linking each of its' subsidiaries as a "child carrier"

Carrier Downloads: Integration and Export Options

How do I Set-Up Carrier Downloads?

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Billing and Accounting

Forecast Agency Commission

Unlock the QuickBooks lock on an Endorsement

Understanding Agency Bill 100% (billed monthly/quarterly).

Understanding Agency Bill Paid in full.

IN/OUT, Pass through to Carrier Payments process

How to Delete an Agency or Agent Commission Statement

General Ledger Chart of Accounts

Billing Types

Invoice options: recurring invoice and pay online option

Merchant services options in Momentum AMS

QuickBooks Integration: Mapping, Synchronization, and Export

Agent/Producer Commissions reconciliation and statement preparation

Step By Step guide to uploading and reconciling Commissions from a CSV file

Reconciling Agency Commissions (Manual Reconciliation)

QuickBooks Integration - New

What is the most efficient way to process Direct Bill Statements that are not in a CVS format?

Setting up a schedule of Expected Commission Payments

Understanding Agency Bill w/ Outside Financing

Streamlining Insurance Payments with ePayPolicy

How can I delete an endorsement?

ePayPolicy

Split Premium and Commissions Rates with new feature

Creating Billing for multiple policies with a single finance agreement

Add Agent commission from Agency Fee

How to add an NSF fee to an invoice

Recording Monthly Earned Commissions

Exporting IFF (QuickBooks) reports - tips to avoid error messages

Issuing a credit on an overpaid invoice

Determine Agency Commission paid in a given period

Endorsements

How to Edit Endorsements with Receivables and Invoicing

Managing Endorsements with Endorsement Statuses

How to Create a Manual Invoice

Agency Bill Cancellation with Outside Financing: Unearned Commission Returns.

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Reports

Methods to Forecast Agency Cash Flow for Upcoming Periods

How to Print Labels for Your Insureds

Production and Revenue by Endorsement Report

Retention Reports

PDF&Acord forms

Customize mapping for Acord forms

Form Mapping (PDF) (Form Pre-fill)

Integrations

Momentum AMS REST API: Search Insureds

PL Rating Integration

Applied Rater Integration

Bridging to Appulate

VoIP Integration: Call Pop to Momentum AMS

Smart Forms

OneDrive: Microsofts personal cloud storage

How To Integrate: Twilio

Integrating Custom HTML Forms

Momentum AMS REST API: Custom Fields

HTML Forms Integration Guide

Momentum AMS REST API

Setting Up TurboRater Integration

QuoteRush: Fast, Intelligent, Rating Technology

Zapier and Momentum AMS

Back9 Integration with Momentum AMS

Lightspeed Voice: More Than Just Talk

RingCentral Extension for Google

API REST de Momentum AMS: Buscar asegurados

How to configure ePayPolicy with Momentum AMS

Formstack (formerly InsureSign): Flexible Electronic Signature Software for Any Team

Texting (SMS),Two-Way Texting, and Mass SMS

Simply Easier Payments: Helping You Rethink Customer Payments

Honor Capital Step by Step Instructions

Imperial PFS Step by Step Instructions

Integrations Status List - Updated 20220113

Ascend Integration: A Step-by-Step Guide

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Quoting&Raters

How to process Rater Imports

Sending Quote applications to Comparative Raters

Progressive Downloads, Downloader Plus

Website Integration

Setting up an Insured User accounts