How to Use the Actions Menu in Different Screens

Using the Actions Menu
The Actions Menu in Momentum AMS is a quick-access tool that lets you perform tasks directly from list views or detail pages without extra navigation. It appears in:

List Views – As a drop-down in the left column next to each record.

Details Pages – As a button in the top right of the record’s page (e.g., Insureds, Policies).

The menu options change based on the record type — and for Insureds and Policies, there are many.

Insured Actions Menu

Action	Description	Action	Description
Send Files	Upload and send documents, forms, etc.	Client Accounts Overview	View all policies tied to the client.
Send E-mail	Compose and send an email here.	Policies Overview (Report)	Generate a policy summary report.
Quick Auto Change	Make rapid updates to insured data.	Create User	Create a customer portal login.
Print Summary	Generate a printable overview.	Multiple User Accounts	Manage multiple logins for the insured.
View in Momentum CRM	Open in Momentum CRM.	Suspended Notifications	Pause notifications for this insured.
Send to Momentum CRM	Push the record to CRM.	Prem Fi	Access premium financing options.
Momentum CRM Opportunity	Create/view a CRM opportunity.	Login as Insured	Access the insured portal as that insured.
Make Prospect	Change record type to prospect.	Push to Certificial API	Send data to Certificial.
Apply Tag	Add a tag for categorization.	Sembley Intake	Open the Sembley intake form.
Take Payment	Record a payment (including pass-through).	Bridge to Ascend	Send payment to Ascend.
Delete Insured	Permanently remove the record.

Policy Actions Menu

Action	Description	Action	Description
Send Files	Upload and send documents, forms, etc.	Renew Policy	Start the renewal process.
Send E-mail	Compose and send an email here.	Reinstate Policy	Reinstate a cancelled policy.
Print Summary	Generate a printable overview.	Rewrite Policy	Rewrite the policy into a new record.
Apply Tag	Add a tag for categorization.	Cancel Policy	Cancel the policy.
Reactivate	Reactivate an inactive policy.	Mark Renewed	Manually mark as renewed.
Make Inactive	Deactivate the policy.	Mark Replaced	Mark the policy as replaced.
Quick Auto Change	Make rapid updates to policy data.	Mark Non-Renewal	Mark as non-renewed.
Convert to Quote	Convert into a quote.	Prem Fi	Access premium financing options.
Clone as Quote	Duplicate into a quote.	Push to Certificial API	Send data to Certificial.
Bridge to Ascend	Send payment to Ascend.	Delete Policy	Permanently remove the policy.

Other Record Types – Examples of Common Actions

While Insureds and Policies have the most extensive list of actions, other record types also have context-specific Actions Menus:

Contacts

Edit contact information.
View related insureds.
Send email.

Certificates

Send certificate.
Edit certificate details.
Preview.

Tasks

Update status, stage, or due date.
Edit details.
Reassign task.

Service Requests

View details.
Change status.
Link to policy.

Tips for Using the Actions Menu

Use it for speed – It’s ideal for quick actions without full record navigation.
Pay attention to context – The menu options change depending on the record type and its current status.
Leverage integrations – Certain actions directly connect to integrated platforms like Momentum CRM, Certificial, Sembley, and Ascend.