Momentum AMS Weekly Training Webinars (Live & On-Demand Sessions)

Momentum AMS On-Demand Training Library

Access Momentum AMS training whenever it fits your schedule. These recorded sessions cover essential workflows, advanced features, reporting, billing, commissions, carrier downloads, certificates, and additional tools available throughout the Momentum ecosystem.

Learn at Your Own Pace

Select any session below and click Watch to begin. New users may want to start with the Level 1 sessions before moving into more advanced Level 2 topics.

Core Momentum AMS Training

Level	Session Title	On Demand
Level 1	Getting Started with Momentum AMS	Watch
Level 2	Advanced Billing & Payables	Watch
Level 1	Core Workflows Overview	Watch
Level 2	Agency Commissions & Reconciliation	Watch
Level 1	Billing Basics	Watch
Level 2	Agent Commissions & Split Rules	Watch
Level 1	Tasks & Stages Management	Watch
Level 2	Reports & Data Management	Watch
Level 1	Service Requests 101	Watch
Level 2	Extend Momentum: Connect to External Tools & Automate Beyond the System	Watch
Level 1	Renewals	Watch
Level 2	Agent Commissions Reconciliation	Watch
Level 1	Documents & Certificates	Watch
Level 2	Carrier Downloads & Data Imports	Watch
Level 1	Momentum Tools Introduction	Watch
Level 2	Workflow Optimization & Best Practices – OS165	Watch

OS165 Workflow Training

These sessions provide additional training on standardized insurance workflows using the OS165 framework.

Process Group	OS165 Process	Topic	On Demand
Agency Operations	OS165 – Certificates of Insurance	Certificates of Insurance (COI) Workflow	Watch
Agency Operations	OS165 – Excess & Surplus Lines	Excess & Surplus Lines Submission Workflow	Watch

Additional Momentum AMS Training

Explore additional recorded sessions covering specific workflows, common challenges, and Momentum AMS best practices.

Recorded	Topic	On Demand
March 4, 2026	Finding & Managing Records in Momentum AMS: Search, Filters, Visibility, and Duplicates	Watch
March 11, 2026	COIs & Master Certificates: Accurate Setup, Edits, and Output	Watch
March 18, 2026	Fixing Broken Transactions in Momentum AMS: Payments, Invoices, Fees, and Commission Corrections	Watch
March 25, 2026	Carrier Downloads Done Right: Matching, Mapping, and Avoiding Duplicates	Watch
April 1, 2026	Tasks & Workflow Management: Turning Momentum AMS into a System Your Team Actually Follows	Watch
April 8, 2026	Renewals Done Right: Managing Your Book of Business Without Missing Opportunities	Watch
April 15, 2026	PDF Forms, Web Intake Forms, and Webhooks: Smarter Data Collection in Momentum AMS	Watch
April 22, 2026	Premium Financing Done Right: Invoicing Single and Multiple Policies Correctly	Watch
May 13, 2026	Introducing OS165: A Better Way to Run Your Agency in Momentum AMS	Watch
May 20, 2026	AI Scans for Commission Reconciliation: No More Manual Entry from PDFs	Watch
May 27, 2026	Refunds & Return Premium: Finance Company and Commission Workflows in Momentum AMS	Watch

Training Tip

If you are new to Momentum AMS, begin with Getting Started with Momentum AMS and the Level 1 sessions. Continue with the Level 2 sessions as you become more comfortable with the system.

Questions?

Submit a support ticket through Momentum AMS if you need assistance locating the right training resource or have questions about a specific workflow.