How to Set Up Description Templates

How to Set Up Description Templates in Momentum AMS
Description Templates in Momentum AMS let you create reusable text blocks for certificates, notes, emails, invoices, and other communications. They help ensure consistency, save time, and reduce errors when your team needs to provide frequently used wording.

By creating templates in advance, staff can quickly insert standardized text into records without retyping each time.

1️⃣ Access the Description Templates Setup

In the left navigation menu, click Miscellaneous.
Select Agency Customization.
Scroll to the Description Templates section.

2️⃣ Create a New Description Template

Click Add New Template and complete the following fields:

Field	Description
Name	Enter the template name — how it will appear in drop-down lists.
Template Category	Select the category the template belongs to (e.g., Certificates, Emails, Invoices, Notes).
Private Template Type	Optional — restricts the template’s use to certain roles or purposes.
Body	Type or paste the text for the template. You can include placeholders for fields that will auto-fill when used.
Placeholders	Use the drop-downs to insert merge fields for Insured, Agency, Agent, CSR, Policy, or Other fields. These will populate dynamically when the template is applied.

Once complete, click Save.

3️⃣ Edit or Delete Templates

Edit – Click the template name to update the body text, placeholders, or category.
Clone – Copy existing template to create a different iteration.
Delete – Removes the template entirely from the system.

Note: Deleting a template will remove it from all drop-down selections going forward.

4️⃣ Using Description Templates

Once created, description templates can be inserted into:

Certificates of Insurance – For the Description of Operations section.
Notes – To quickly insert standard note text.
Emails – For consistent customer messaging.
Invoices – To add standard payment instructions or terms.

When creating the record, choose your template from the Description Template drop-down and the body text will populate automatically, with placeholders replaced by the relevant data.

5️⃣ Best Practices

Keep names short but descriptive (e.g., Invoice Payment Terms, Standard Renewal Email, Waiver of Subrogation).
Use placeholders to avoid retyping client or policy details.
Group templates into clear categories for easy selection.
Review templates regularly to ensure they match current compliance and agency standards.
Limit access to editing to maintain consistency.