Momentum AMS now gives agencies the ability to require approval before an insured can send out a certificate. This feature provides additional control, ensuring that certificates are reviewed before they are distributed to third parties.
Why Use Certificate Approval?
✅ Prevents unauthorized or incorrect certificates from being issued.
✅ Gives the agency oversight on all certificates generated by insureds.
✅ Adds a review process that protects both the agency and the insured.
Enabling Certificate Approval
To enable this feature for a client:
Navigate to the client’s account in Momentum AMS.
Open their User Permissions.
Select the option Require Approval to Send Certificates.
Once enabled, any certificates the client generates will require agency approval before being sent.
Approving Certificates
When a client sends out a certificate:
A counter will appear on the left-hand navigation menu showing pending approvals.
Open the certificates area from this menu.
You will see a list of certificates awaiting review.
From here, you can review and approve the certificate.
Final Thoughts
The self-service certificate approval feature helps agencies maintain compliance, ensure accuracy, and reduce risk. By enabling approvals on a client-by-client basis, you control when oversight is needed while still giving clients the flexibility of self-service certificate creation.
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