Momentum University is your self-guided training hub for mastering Momentum AMS. Whether you're a new CSR or an agency administrator, this step-by-step platform walks you through exactly how to use the system efficiently — from adding insureds to issuing certificates, tracking commissions, and more.
What is Momentum University?
Momentum University is a structured, online learning program designed for:
✅ New user onboarding
✅ Workflow training (video, step-by-step, assignments)
✅ Quizzes and badges
✅ On-demand access for refresher learning
Completion of the required modules is mandatory before scheduling one-on-one onboarding or requesting advanced support.
How to Create Your Momentum University Account
No need to submit a ticket!
✅ Step 1: Use the Self-Enrollment Link
Click the link below to instantly create your own account:
https://university.nowcerts.com/offers
You'll be asked to enter your name, agency, and email address. A login link will be sent to your email immediately.
✅ Step 2: Log In and Begin Training
Once enrolled, go to https://university.nowcerts.com
Use your email to log in
Which Courses Should You Take?
Momentum University offers two training tracks based on your role:
Momentum AMS Training Path for CSRs & Non-Admin Users
If you’re a Client Service Representative (CSR), your training journey follows 9 core courses designed to build confidence and mastery in Momentum AMS:
Momentum AMS Basics
Navigation & Icons
Adding Insureds & Policies
Certificates of Insurance
Service Requests
Tasks & Categories
Billing Types & Invoicing
Notes, Documents, and Communication
Reporting and Renewal Center
These modules provide the foundation every CSR needs to handle daily workflows efficiently, support clients effectively, and stay consistent with agency processes.
Make sure you’re working through these courses step by step — they’re structured to build on each other.
Momentum AMS Training Path for Agency Administrators
If you’re an Agency Administrator, your training includes both paths — you’ll complete all 9 CSR courses plus 3 advanced modules that cover agency-level setup and financial management:
Agency Setup & Customization
Carrier Downloads (IVANS, AL3, TeamUp)
Commission Tracking & Reconciliation
That means Administrators complete a total of 12 courses: the full CSR track plus the Admin-specific modules.
This ensures admins can configure Momentum AMS correctly, manage data integrity, and oversee reconciliation with full visibility into the agency’s operations.
What to Expect in Each Course
Each course includes:
A short video (5–15 minutes)
Written step-by-step instructions
An assignment to complete in your AMS
You can retake quizzes at any time and move at your own pace.
What Happens After You Complete Training?
Once you finish all your assigned courses:
Your agency is marked as “Training Complete”
You’ll be eligible to schedule onboarding sessions (if included)
You’ll be approved for continued live support and advanced features
All users must complete training before requesting one-on-one support or onboarding unless previously waived by your onboarding team.
Time Commitment
CSR Track: ~2 - 2.5 hours
Admin Track: ~2.5 - 3 hours
⏳ Self-paced — stop and resume anytime
❗ Having Trouble Accessing the Portal?
If you’re unable to enroll using the offer link:
Submit a support ticket:
Or email help@nowcerts.com
Include your:
Name
Agency
Work email
✅ Quick Links
University Main Site: University Login
Self-Enrollment Link: University Sign Up
Need Help? Submit a Ticket: Click Here
Email Support: help@nowcerts.com
Related Articles
Momentum AMS Training Path for CSRs & Non-Admin Users
Momentum AMS Training Path for Agency Administrators
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