⭐Momentum AMS Onboarding Overview

1. Access Your LaunchBay Account

LaunchBay is your primary onboarding hub. It provides a central location for the resources and activities associated with your agency's onboarding experience.

Inside LaunchBay, you can find:

• Momentum University training resources
• Onboarding tasks and activities
• Helpful resource links
• Support scheduling options, when applicable
• Updates related to your trial and onboarding progress

2. Begin with Momentum University

Before configuring your agency, we recommend completing the Momentum University training courses appropriate for your role.

Momentum University provides structured training designed to help you understand the system's navigation, features, and workflows.

Access Your Training

How to Access Momentum University

Choose the Appropriate Training Path

• Momentum AMS Training Path for CSRs & Non-Admin Users – Designed for team members responsible for client servicing and everyday agency workflows.
• Momentum AMS Training Path for Agency Administrators – Designed for administrators responsible for agency configuration, management, and oversight.

Use the Interactive Momentum AMS User Manual

In addition to Momentum University, the Interactive User Manual provides a reference for learning features and reviewing system procedures.

How to Access the Interactive Momentum AMS User Manual

Use the manual alongside your training courses whenever you need additional information about a feature or workflow.

3. Complete Your Agency Onboarding Checklist

Once you've started your training, begin working through the Momentum AMS Onboarding Checklist.

This checklist guides you through initial agency configuration and introduces important workflows you'll use in Momentum AMS.

Download the Momentum AMS Onboarding Checklist (PDF)

Agency Configuration and Initial Setup

1. Agency Setup – Review agency information and configuration settings.
2. Create an Agent – Add agency personnel and establish agent records.
3. Set Up Webmail – Review the Webmail setup process.
4. Set Up Agency Commission Rules – Configure agency commission rules.
5. Set Up Agent Commission Rules – Configure agent commission rules.
6. Add Signatures – Add authorized signatures for documents and certificates.
7. Create a Carrier – Establish carrier records.
8. Create an MGA – Establish Managing General Agent records.

Practice Creating Insured and Policy Records

After reviewing the initial configuration, begin practicing the process of entering agency records.

9. Create a Commercial Prospect
10. Create a Personal Prospect
11. Create a Personal Insured
12. Create a Commercial Insured
13. Create a Policy – Direct Bill
14. Create a Certificate Holder

4. Practice Core Momentum AMS Workflows

Once you've completed the foundational training and initial setup activities, begin practicing the workflows your agency will use most frequently.

Recommended areas include:

• Certificates of Insurance: Create and manage certificates and certificate holders.
• Service Requests: Learn how to track and manage servicing activities.
• Billing Types: Become familiar with the billing methods available in Momentum AMS.
• Carrier Downloads: Understand how carrier information is received and processed.
• Document Management: Practice uploading, organizing, and accessing documents.
• Reporting: Explore the reporting tools available for agency operations.

5. Take Advantage of Training Webinars

In addition to Momentum University, your agency has access to pre-recorded training webinars that can be viewed on demand.

These sessions provide additional demonstrations of Momentum AMS features and workflows.

Level 1 Training

Level 1 sessions focus on foundational topics, including system navigation, agency setup, and core workflows.

Level 2 Training

Level 2 sessions cover more advanced topics, including billing, reporting, and specialized workflows.

Because the sessions are pre-recorded, you can review topics at your own pace and revisit demonstrations whenever additional guidance is needed.

Momentum AMS Weekly Training Webinars

6. Best Practices for Successful Self-Guided Onboarding

To make the most of your onboarding experience, we recommend the following:

• Start with Momentum University: Establish a basic understanding of the system before configuring your agency.
• Choose Training Based on Roles: Make sure each team member focuses on the responsibilities relevant to their position.
• Use LaunchBay: Keep track of onboarding activities, resources, and updates.
• Follow the Onboarding Checklist: Complete foundational setup activities before moving into more advanced workflows.
• Practice Regularly: Use sample records and repeat common tasks to build confidence.
• Maintain Consistent Data Entry: Establish clear naming and record-entry practices to support data quality.
• Use Available Support Resources: Review the Knowledge Base and training materials when questions arise, and submit specific questions when additional assistance is needed.

7. Stay Informed Throughout Your Trial

Your LaunchBay account serves as the central location for onboarding-related updates, tasks, and resources.

We recommend checking LaunchBay regularly during your trial to stay informed about any new guidance or materials available to your agency.