How to Add Custom Lines of Business

How to Add Custom Lines of Business in Momentum AMS
Lines of Business (LOBs) in Momentum AMS define the types of insurance policies your agency writes, such as Commercial Auto, Homeowners, or Workers’ Compensation.

In addition to the system’s built-in LOBs, you can create custom LOBs to match your agency’s unique products, ensuring accurate policy entry and reporting.

1️⃣ Access the Custom Lines of Business Setup

In the left navigation menu, click Miscellaneous.
Select Agency Customization.
Scroll to the Lines of Business section.

2️⃣ Add a New Custom Line of Business

Click Add New.
Complete the required fields:

Field	Description
Name	The name of the line of business (e.g., Cyber Liability, Pet Health).
Class	Assign the LOB to a class (e.g., Commercial, Personal, Specialty) for organization and reporting.

Click Save.

3️⃣ Edit or Deactivate a Custom LOB

Edit – Click the LOB name to change the Name.
Hide – Uncheck the Active box to hide it from selection without deleting historical data.
Change LOB Class - To change the LOB Class.
Delete

4️⃣ Using Custom Lines of Business

Once saved, your custom LOB will:

Appear in the Line of Business dropdown when adding new policies.
Be available in reports for filtering and grouping.