How to Configure Tags

1️⃣ Access the Tag Configuration Screen

1. In the left navigation menu, click Miscellaneous.

2. Select Agency Customization.

3. Scroll to the Tags section.

2️⃣ Create a Tag Category

1. Click Add New Category.

2. Enter a Category Name (e.g., Client Type, Marketing Source, Renewal Status).

Tip: Categories help keep tags organized and easier to manage.

3️⃣ Create a Tag

1. Within the correct category, click Add New Tag.

2. Enter the Tag Name – Keep it short and descriptive (e.g., VIP Client, Google Ads, High Loss Ratio).

3. (Optional) Select a Tag Color for quick visual recognition in lists and reports.

4. Click Save.

4️⃣ Edit or Delete Tags

• Edit – Click on the tag name to update it or change its color.

• Delete – Remove the tag entirely (it will be removed from all records where applied).

Note: If you delete a category, all tags inside it will also be deleted.

5️⃣ Apply Tags to Records

Once created, tags can be applied to:

• Insureds / Prospects – From their profile, select the tag(s) from the tag section.

• Policies – Open the policy and assign the tag(s).

Multiple tags can be applied to the same record.

6️⃣ Use Tags in Searches, Reports, and Automations

• Filter list views by tag for quick access to specific records.

• Use tag filters in reports to narrow results.

• Combine tags with other search criteria for more targeted reporting.

• Trigger Automations in Momentum AC or Momentum CRM by applying specific tags to records.

7️⃣ Best Practices

• Always create a category before adding tags.

• Keep tag names clear and consistent.

• Assign colors strategically to make important tags stand out.

• Review tags quarterly to remove duplicates or unused tags.

• Use automation-specific tags consistently to ensure triggers run correctly.