How to Add and Manage Additional Interests

How to Add and Manage Additional Interests
In Momentum AMS, Additional Interests are third parties — such as lenders, property managers, or lessors — who need to be notified of coverage or listed on a policy, but are not the named insured. These parties may require copies of Certificates of Insurance or policy endorsements showing their interest.

This article explains how to add, manage, and use Additional Interests, including sending certificates and linking them to specific policies.

Where to Add Additional Interests

Use the global search or go to Insureds to locate the correct insured
Click into the insured’s profile
From the top menu, select the “Additional Interests” tab

This is where all Additional Interests associated with this insured are stored and managed.

➕ How to Add a New Additional Interest

Click “Add New” in the top-right of the Additional Interests tab
Complete the form:

Field	Explanation
Name	The legal name of the additional interest (e.g., ABC Mortgage Corp)
Email / Phone / Address	Contact information (optional but helpful for certificates or mailings)
Type of Interest	Select from predefined types (e.g., Mortgagee, Lessor, Additional Insured)
Related Policy	Choose which active policy(ies) this interest is connected to
Description / Notes	Enter specific wording or requirements (e.g., “30-day notice of cancellation”)

Click Save

The additional interest will now appear in the insured’s record and can be used in certificate issuance.

How to Edit or Remove an Additional Interest

Edit: Click the Actions button next to the record and select Edit
Remove: From the same Actions menu, select Delete — this will remove the interest from the insured but not delete the contact from the system

Tip: If you just need to disconnect the additional interest from a specific policy but not the entire account, edit the “Related Policy” field.

How to Send a Certificate to an Additional Interest

Go to the Additional Interests tab
Click the Actions dropdown next to the additional interest
Select “Send Certificate”
Choose the appropriate Master Certificate Template
Complete the description, certificate holder details, and delivery method
Click Send or Preview before sending

This workflow is separate from sending certificates to a Certificate Holder record (which lives under “Contacts > Certificate Holders” in the left menu). Additional Interests are tied to a specific insured and policy.

Managing Multiple Interests

If an insured has multiple additional interests across different policies:

You can add multiple entries, each linked to different policies
You can re-use an existing interest across multiple insureds if it appears in your Certificate Holders list
Always double-check policy linkage so the correct interest appears on certificates

Best Practices

Use accurate Interest Type classifications for reporting and compliance
Always include description or special wording if required by the interest
Keep email addresses up to date for direct certificate delivery
Use the Send Certificate option directly from the Additional Interests tab rather than the Certificate Holder list for interest-specific COIs
When removing an Additional Interest, check whether it’s tied to multiple policies first