Momentum AMS Training Path for CSRs & Non-Admin Users

Momentum AMS Training Path for CSRs & Non-Admin Users
The CSR / Non-Admin Training Path is part of the Non-Agency Admin Training Path at Momentum University. It is designed for Account Managers, CSRs, new employees, and other non-admin users who handle policies, certificates, billing, and daily operations.

This path includes 2.5 hours of video content plus quick reference guides, broken into 9 short, focused courses. Most lessons are under 3 minutes, providing hands-on guidance within Momentum AMS.

Completing all nine courses will prepare you to confidently navigate Momentum AMS and perform daily servicing tasks efficiently.

How to Access and Sign Up for Momentum University

You can explore the Momentum University home page and course offerings by visiting:
University Login

To gain access to the full course library, sign up here:
University Signup

Each user is required to create their own login. Once enrolled, you can:

Track your training progress.
Earn completion certificates.
Return to any training module at any time.

Training Sequence & Details

1. Momentum AMS Basics

Time Commitment: ~16 minutes
Skills Covered:

Navigation and layout of Momentum AMS.
Customizing the left navigation menu.
Using dynamic search and common icons.
Accessing pipelines and dashboards.
Outcome: Confidently move through the system and locate the features needed for daily work.

2. Service Requests

Time Commitment: ~28 minutes
Skills Covered:

Creating and assigning service requests.
Tracking request progress in the pipeline view.
Updating and closing requests.
Outcome: Efficiently manage incoming client requests from creation to resolution.

3. Momentum User Guiding

Time Commitment: ~6 minutes
Skills Covered:

Using built-in system guides for quick help.
Accessing step-by-step walkthroughs inside Momentum AMS.
Outcome: Use in-system guidance to learn new features without leaving the platform.

4. Momentum Icons

Time Commitment: ~11 minutes
Skills Covered:

Understanding the meaning of common icons across Momentum AMS.
Using icons for quick navigation and feature access.
Outcome: Recognize and use icons effectively to speed up your work.

5. Tasks, Categories, and Stages

Time Commitment: ~9 minutes
Skills Covered:

Creating and managing tasks.
Understanding task categories and stages.
Using tasks for workflow organization.
Outcome: Organize and track your daily activities using the Momentum AMS task system.

6. Certificates of Insurance (COIs)

Time Commitment: ~9 minutes
Skills Covered:

Creating and managing master certificates.
Issuing COIs to holders.
Adding additional insureds and special wording.
Outcome: Issue accurate and compliant COIs efficiently.

7. Commercial Prospect/Insured Workflow

Time Commitment: ~24 minutes
Skills Covered:

Creating commercial prospects and insureds.
Managing policy workflows for commercial accounts.
Outcome: Manage the full lifecycle of a commercial client in Momentum AMS.

8. Momentum Billing and Invoicing

Time Commitment: ~25 minutes
Skills Covered:

Understanding billing types.
Creating invoices and receipts.
Issuing payments to carriers or MGAs.
Outcome: Accurately handle agency billing and invoicing tasks.

9. PDF Form Mapping

Time Commitment: ~18 minutes
Skills Covered:

Uploading and mapping PDF forms for data population.
Using reverse mapping for pre-filled forms.
Outcome: Save time and reduce errors by automating form completion.

Completion Requirement

All nine courses must be completed before starting live workflow training with a Momentum AMS trainer.
Each course includes short lessons and hands-on practice in the system.
Total Estimated Time Commitment: ~2.5 hours plus practice time.