Understanding the Left Navigation Menu

Understanding the Left Navigation Menu
The Left Navigation Menu is the master list of all sections and tools in Momentum AMS. By default, it displays every available feature — which can feel like a lot at first.

At the very top of the menu is a Configure Menu option that allows you to remove items you don’t use, create your own parent trees, and add customizable external links. (The ability to reorder items is coming soon.)

Default Left Navigation Layout

Main Sections	Miscellaneous & Other
Dashboard – Overview of your system activity and widgets.	Agency Customization – Manage custom fields, task categories, and other agency settings.
Agency Overview – High-level agency performance metrics.	Endorsements – View and manage all policy endorsements.
Interactive Reports – Drill-down reports for data analysis.	Accounting Items – Access reconciliations, statements, and accounting tools.
Renewal Center – Central hub for managing policy renewals.	Insured Items – Manage specific insured-related panels such as vehicles or property.
Training & Support – Access Momentum University and support resources.	Data Imports and Export – Upload or export data in bulk.
Webmail – Access your integrated email inbox.	Communications – Review and manage system-generated communications.
Text Messaging / SMS – Send and track text messages to clients.	Excel / CSV Exports – Download lists and data for reporting.
Call Logs – Record and view phone call activity.	Chat History – View archived chat conversations.
Insureds – Full list and ad-hoc reporting of all active client accounts.	Notes History – Review past notes entered into the system.
Prospects / Leads – List and ad-hoc reporting of all prospects and lead records.	Recent Activity – See recent user actions and updates.
Pipelines – Visual workflow tracking for sales or service stages.	Useful Links – Store quick-access external resource links.
Contacts – Access carriers, MGAs, certificate holders, finance companies, and other entities.	Claims – Manage insurance claims records.
Policies – Search, view, and update active policies.	New Training Materials – Latest training guides and videos.
Certificates – Track certificates of insurance.	Data Quality Tools – Identify and fix data inconsistencies.
Calendar – View agency events, tasks, and deadlines.	My Last 10 Insureds – Quick access to recently opened insured records.
To Do List – Simple checklist for personal tasks.	Journal – General notes and log entries not tied to a specific insured.
Activity Reminders – Agency wide list of follow-up alerts.	Lapsed Policies – View policies that have expired.
Important Dates – Track custom dates within renewal.	Cancelled Policies – List of cancelled coverage records.
Reports – Predefined and custom reporting tools.	Pending Cancellations – Policies scheduled to be cancelled.
Loss Runs – Request and manage loss run reports from carriers.	Renewals – Alternative view of upcoming renewals.
Carrier Downloads – Merge and process data from carrier downloads.	Recent Production – Track newly written business.
Rater Imports – Import quotes from integrated rating platforms.	X-Dates – Track expiration dates for prospects’ existing coverage.
	Momentum AMP – Access integrations and tools within the Momentum AMP ecosystem.

Using the Configure Menu Option

The Configure Menu link at the top of the Left Navigation Menu allows you to:

Remove items you don’t use to simplify your view.
Create your own parent tree to group related links under custom headings.
Add external links for quick access to outside resources (e.g., rating platforms, carrier portals).

Changes take effect immediately and can be updated anytime.

Best Practice

Start with the default list, then remove items you rarely use and create parent trees for logical grouping. Add any external links you need often. This ensures your menu is cleaner and faster to navigate — and will be even more flexible when the reorder option becomes available.