How to Access Agency Customization

Step-by-Step: Accessing Agency Customization

1️⃣ Understand the Navigation Layout

Across the top of the Momentum AMS interface, you’ll see:

• Toggle menu

• Navigation Palette – Icons that provide quick access to core modules.

• Add New (+) Button – Quickly create new records such as Insureds, Policies, Quotes, Certificates, Service Requests, and Tasks.

• Left Navigation Configurator – A customization tool allowing you to design and reorder the left navigation menu for your agency.

• AI Search vs. Dynamic Search Toggle – Switch between AI-powered search suggestions and the standard dynamic search results.

• Go Back

2️⃣ Open the Left Navigation Menu

From anywhere in Momentum AMS, click the Left Navigation Menu.

3️⃣ Click Miscellaneous

Scroll down and expand the Miscellaneous section.

4️⃣ Select Agency Customization

Click Agency Customization to open the customization dashboard.

Available Customization Options

Once inside Agency Customization, you can configure the following:

• New Files – Upload default files for agency use.

• Description Templates – Pre-fill text for certificates, notes, or emails.

• Signatures – Manage signatures for certificates and documents.

• PDF Forms – Upload custom PDF forms for mapping.

• Lines of Business – Define agency-specific coverage categories.

• Opportunity Stages – Customize sales opportunity pipelines.

• Opportunity Dispositions – Track reasons for won/lost opportunities.

• Quote Stages – Define quoting process milestones.

• Note Types – Organize notes by category.

• Prospect Statuses – Track progress from lead to client.

• States – Manage state options for addresses and licensing.

• Calendar Categories – Organize calendar events.

• Referral Source Categories – Track lead sources.

• Task – Categories and Stages – Define task workflows by line of business.

• Task Groups – Bundle related tasks for quick assignment.

• Tags – Organize insureds, policies, and marketing segments.

• Custom Fields – Add unique data fields for insureds, policies, or claims.

• Important Date Templates – Predefine recurring reminders and dates.

• Note Dispositions – Classify the outcome of notes.

• Configurators – Special agency setup tools.

• Endorsement Premium Types – Define premium transaction categories.

• Opportunity Types – Customize sales categories.

• Workflow Checklists – Standardize procedural steps.

Best Practices

• Plan Before Customizing – Decide on naming conventions and workflows before adding new items.

• Use ***DONOTUSE for Retired Items – This prevents breaking linked records while removing them from active use.

• Document Changes – Keep a shared log of any customization changes.

• Control Access via Permissions – Only users with the correct granular permissions will see or be able to modify these settings.