⭐Momentum AMS Onboarding Overview

Getting Started

When your agency signs up for a 30-day trial:

• You are assigned an SCC (Sales Consultant Concierge).

• The SCC schedules an initial system tour with our onboarding specialist. This is a demo-style walkthrough covering basic navigation and setup. (Details of this session are not covered in this article.)

Training Preparation

Before starting formal training, your agency should access these resources:

1. How to Access Momentum University – Select the appropriate training path for your role:

   • Momentum AMS Training Path for CSRs & Non-Admin Users – For team members handling client servicing tasks.

   • Momentum AMS Training Path for Agency Administrators – For agency administrators responsible for configuration and oversight.

2. How to Access the Interactive Momentum AMS User Manual – This provides a full system reference and will help you follow along more effectively during training.

Onboarding Checklist

We’ve prepared a downloadable checklist to guide you through your initial setup and basic workflow tasks.
Download the Momentum AMS Onboarding Checklist (PDF)

The checklist includes:

1. Agency Setup

2. Create an Agent

3. Setup Agency Commission Rules

4. Setup Agent Commission Rules

5. Add Signatures

6. Create a Carrier

7. Create an MGA

8. Create a Commercial Prospect

9. Create a Personal Prospect

10. Create a Personal Insured

11. Create a Commercial Insured

12. Create a Policy – Direct Bill

13. Create a Certificate Holder

Starting Core Workflow Training

Once the Momentum University path and onboarding checklist are completed:

• You’ll begin hands-on training covering the core workflows your agency will use daily.

• Training will be led by your assigned trainer, who will focus on practical, real-world workflows such as:

  • Certificates

  • Service requests

  • Billing

  • Carrier downloads

  • Document management

Twice-a-Day Webinars

As part of your 30-day trial, your team can attend live onboarding webinars twice per day, Tuesday through Friday.

• Morning Session – Covers core navigation and foundational workflows.

• Afternoon Session – Covers advanced workflows, billing, reporting, and specialized topics.

? A detailed schedule of topics and times can be found here:
Momentum AMS Weekly Training Webinars

Best Practices for Onboarding Success

• Complete University First – Ensures everyone has the same baseline knowledge before live training.

• Follow the Correct Track – Assign the right training path to each role.

• Read the Manual – Reduces basic questions and leaves more time for advanced workflows.

• Engage During Training – Ask questions and practice in the system while following along.