⭐Momentum AMS Onboarding Overview

Access Your LaunchBay Account

Your LaunchBay account is your primary onboarding hub.

Inside LaunchBay, you will find:

• Momentum University training courses

• Onboarding tasks

• Resource links

• Support scheduling options (if applicable)

• Updates related to your trial

Best Practice: Bookmark your LaunchBay login and check it regularly for updates.

Complete Momentum University

Before configuring your agency, complete the appropriate training path based on your role.

• 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.

Use the Interactive User Manual
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.

Follow the 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. Set up Webmail

4. Setup Agency Commission Rules

5. Setup Agent Commission Rules

6. Add Signatures

7. Create a Carrier

8. Create an MGA

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

Core Workflow Practice

After completing University and the checklist, begin practicing the workflows your agency will use daily, such as:

• Certificates

• Service Requests

• Billing Types

• Carrier Downloads

• Document Management

• Reporting

Momentum AMS is best learned by doing — create sample insureds and test workflows during your trial.

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 DIY Onboarding Success

• Complete University First – Establish baseline knowledge.

• Follow the Correct Training Path – Assign roles appropriately.

• Use LaunchBay as Your Source of Truth – Updates and resources live there.

• Practice in the System – Hands-on repetition builds confidence.

• Maintain Naming Consistency – Especially during setup and testing.

• Ask Support Specific Questions – After reviewing University and the manual.

Ongoing Updates

All new training resources, process updates, and onboarding guidance will be communicated through your LaunchBay account.

We recommend checking LaunchBay regularly throughout your trial.