How to Tag Insureds for Filtering and Marketing

Step-by-Step: Tagging an Insured or Policy

1️⃣ Locate the Record

• Use the dynamic search bar or go to the Insureds or Policies list

• Click into the insured or policy you want to tag

2️⃣ Add a Tag
In the insured or policy detail screen, click Actions in the upper right and select Apply Tags.

✅ Tagging an Insured

• Useful for organizing clients into groups such as VIP customers or identifying monoline households.

• These tags can later be used for filtering or for running targeted campaigns in Momentum CRM.

✅ Tagging a Policy

• Useful for sorting policies for easier CSR assignment or tracking by coverage type.

How to Apply:

• Begin typing in the tag field.

• If the tag already exists, click to apply it from the dropdown list.

• If the tag does not exist, it must be created first:

  1. Go to Miscellaneous in the left navigation.

  2. Click Agency Customization.

  3. Select Tags and create the new tag.

  4. Return to the insured or policy record and apply the tag.

3️⃣ Remove a Tag

• Click the “X” next to any tag to remove it from that record

• This removes the tag only from the selected record, not system-wide

Insured Tags vs. Policy Tags

Both types of tags can be used in filtering and AC triggers.

Filtering with Tag Logic

Momentum AMS allows advanced filtering logic using:

You can access this under the Filters panel in the Insureds or Policies list. Look for the Tags section, then choose the logic mode before selecting your tags.

⚙️ Tags + Automation with Momentum AC or CRM

Tags can be used as triggers or conditions in Momentum AC or Momentum CRM to launch automated workflows, such as:

• ✅ Sending a welcome email when someone is tagged as New Client

• ✅ Launching a renewal campaign when an insured is tagged Renewal – 60 Days

• ✅ Creating tasks for CSRs when a policy is tagged Audit Required

• ✅ Triggering SMS reminders when a tag like Missing Docs is applied

This makes tagging a critical tool for automating marketing, sales follow-ups, and servicing reminders.

Best Practices

• Use consistent naming conventions (e.g., Home+Auto, not homeauto or HomeAuto)

• Apply tags at both the insured and policy level for more granular automation

• Avoid unnecessary duplication (e.g., don’t tag VIP in both places unless both are needed for different automations)

• Create a standard Tagging Playbook for your team so everyone uses the same logic

Related Articles

• How to Add a New Prospect or Insured

• How to Upload Documents to an Insured’s Profile

• Using Opportunities to Track Sales Pipeline

• Setting Up Automations in Momentum AC or CRM