How to Enter and Update Agency Information

Agency Profile in Momentum AMS
The Agency Profile in Momentum AMS centralizes your agency’s identity, branding, permissions, and operational settings.

Changes here impact how your agency name, contact info, workflows, and user experience appear across the entire system.

Note: Only Agency Admins have access to the Agency Profile settings, although some items (such as themes) can also be customized individually in a user’s profile.

1️⃣ Access the Agency Profile

Hover over your name in the upper-right corner of Momentum AMS.
(If you’re on a grandfathered plan, you may be viewing the agency profile by default. In older plans, the agency name may display instead of your individual user name.)
Click Agency Profile.
Note: If you do not see this option, you do not have Agency Admin permissions.
In the upper-right corner of the Agency Profile page, click Configure.
Configure API is for third-party integrations and will be covered in a separate article.

2️⃣ Core Agency Information

From the Configure screen, update your agency’s core details:

Agency Name – Legal or DBA name for branding and compliance.
Address / City / State / ZIP – Primary mailing address.
Phone / Fax / Email – Contact points for certificates, invoices, and proposals.
Website URL – Optional, displayed on client-facing documents.
Logo Upload – PNG with transparent background recommended.

3️⃣ Additional Configuration Options

The Agency Profile configuration includes a wide range of operational, branding, and permission settings:

Email & Communication

E-Mail Template – Default templates for agency communications.
New User / New Agent Account Email Templates – Customize onboarding emails.
Fax Thru Email – Configure fax via email settings.
Send Emails From – Define outbound sender addresses.
Info Emails – Assign general contact inboxes (e.g., info100@nowcerts.net).
COI Email Settings – Default email for sending certificates, CC/BCC options, encryption settings.
Claims Notification Email – Assign claim alerts to specific inboxes.

Notifications & Pop-Ups

Pop-Ups – Enable prompts for key actions (e.g., policy cancellation, insured status change, reminders).

Permissions & Menu Settings

⚠️ Important Note on Menu Settings
Recent updates to Momentum AMS introduced the Navigation Configurator, available at the top of the left navigation. This tool allows you to customize how menus display and how navigation behaves. Because of these updates, your menu settings here may be overridden.

Some users may not yet have this feature enabled. If your layout looks different, you may still be on an older configuration where these settings remain applicable. You can request to have the Navigation Configurator enabled by contacting Momentum AMS Support.

Dashboard / Main Menu Permissions – Control access to menus and widgets.
Menu Permission Settings – Granular control of available navigation items.

Search & Filters

⚠️ Important Note on Search and Filter Settings
Recent updates to Momentum AMS introduced configurators that are now available across all menus, allowing filters to be configured directly there. Because of these changes, your menu and search settings here may be overridden.

Some users may still have older configurations where these settings remain applicable. If your layout looks different, check whether configurators are active in your system.

Global Search Settings – Choose default record types to search.
Default Search Filters – Predefine status or type filters for common searches.

Operational Defaults

Binder / Insured ID Counters – Auto-increment IDs.
Default Policy Referral Source – Assign default lead source.
Default Folder Structures – Preset folder templates for insured and policy files.
Next Invoice / Receipt Numbers – Manage sequential numbering.
Task Category Required – Enforce category selection for tasks.
Greeting Name / Primary Office Required – Enforce completion of key contact fields.

Security

Enforce Strong Password – Require complex passwords.
Session Timeout – Auto log-out after set inactivity.

Other Settings

Service Request Email Settings – Control email notifications for SRs.
Momentum CL Rating Settings – Enable or restrict access to commercial lines rating.
Quote Applications Settings – Automatically create prospects or set default terms.

Theme & Appearance

Theme – Choose primary theme color.
Sharpness – Adjust display clarity.
Dashboard Widget Defaults – Collapse/expand widget view.

4️⃣ Save Your Changes

When you’ve made your updates, click Update in the upper-right.
Changes apply system-wide immediately.

5️⃣ Best Practices

Review Quarterly – Especially email, COI, and notification settings.
Coordinate with IT – Ensure email sender domains are authorized to prevent spam issues.
Document Customizations – Keep a record of changes for onboarding new admins.
Test After Changes – Send yourself a certificate, invoice, or task reminder to confirm settings.