Sending Quote Applications to Comparative Raters in Momentum AMS

Step 1 – Open Quote Applications

1. From the Prospect/Lead Details page, go to:
   Quotes → Quote Applications.

Step 2 – Create a New Application

1. Click Add New Application.

2. Fill in the required application details.

3. Pro Tip: If you’re quoting a renewal, you can create an Auto Application from an existing policy to save time.

   • This option appears at the bottom of the Add New dropdown.

Step 3 – Submit to Your Comparative Rater

1. Once the application is complete and saved, click:
   Actions → Process Data.

2. Choose the method to send your application to your rater.

   • If your rater is integrated with Momentum AMS, you can send it directly.

   • To send to a non-integrated rater, choose Export to XML and import the file into your rater.

3. Log into your comparative rater and verify that the application appears, ready to submit to carriers.

Best Practices

• Check Data Before Sending: Ensure all required fields are completed to prevent rework in your rater.

• Use Renewal Shortcut: When quoting renewals, build from existing policy data to reduce errors.

• Confirm Rater Integration Settings: Make sure your rater integration in Momentum AMS is active and linked to your account.

• Keep XML for Records: If exporting, save a copy of the XML file in the insured’s documents for audit purposes.