Common Onboarding Mistakes and How to Avoid Them

1. Skipping Momentum University Training

Mistake:
Jumping straight into using the system without completing the recommended Agency Admin or Non-Admin (CSR) training paths.

How to Avoid It:

• Complete the assigned Momentum University training before your first live workflows.

• Ensure each user has their own login and tracks their course progress.

• Access training at Momentum University.

2. Not Submitting Required Setup Forms

Mistake:
Failing to complete forms such as the Carrier Download Configuration Form before requesting integrations like IVANS.

How to Avoid It:

• Submit required setup forms early in onboarding.

• For IVANS, complete the Carrier Download Configuration Form as soon as your mailbox credentials are ready.

3. Importing Data Without Cleaning It First

Mistake:
Uploading insured, prospect, or policy data with duplicates, missing fields, or special characters that prevent mapping.

How to Avoid It:

• Use the official Momentum AMS import templates.

• Remove duplicates and verify formatting before import.

• Import insureds first, then carriers/MGAs, then policies.

4. Forgetting to Set Up Payment Integration

Mistake:
Waiting until the first invoice is due to connect a payment provider.

How to Avoid It:

• Connect your payment provider during onboarding via Agency Profile → Configure API.

• Review providers at Momentum AMS Preferred Partners.

• Test your first transaction before going live.

5. Not Assigning Roles and Permissions

Mistake:
Giving all users full admin access or failing to assign the correct roles for their responsibilities.

How to Avoid It:

• Review user permissions in the agency setup.

• Give admin rights only to those managing configurations and billing.

• Set clear role-based access for CSRs, producers, and admins.

6. Delaying Core Workflow Training

Mistake:
Not practicing real-world workflows (like issuing certificates or processing endorsements) until an actual client request comes in.

How to Avoid It:

• Schedule workflow training sessions during onboarding.

• Use sample insureds and policies to practice key workflows before handling real client data.

7. Not Asking Questions Early

Mistake:
Waiting until something breaks or a deadline is missed to ask for help.

How to Avoid It:

• Reach out to Momentum AMS Support as soon as something is unclear.

• Use the Help menu inside Momentum AMS or email help@nowcerts.com.

Final Tip

Successful onboarding comes down to preparation and practice.
Complete training, clean your data, set up integrations early, and test workflows before going live.