Momentum Toolbox brings together powerful utilities and AI-driven enhancements that extend the capabilities of Momentum AMS. From streamlining certificates to reconciling commissions, Toolbox is designed to save you time and increase accuracy across your workflows.
What is Momentum Toolbox?
Momentum Toolbox is a suite of add-on tools built into the Momentum AMP ecosystem. Each tool addresses specific day-to-day challenges agencies face — giving you automation, accuracy, and speed where it matters most.
Key Features and Tools
Certificate Scan
Instantly scan and capture certificate holder details, eliminating manual entry.Commission Scan
Upload carrier commission statements and let Toolbox automatically reconcile them against your AMS records.Policy Compare
Compare coverages, limits, and terms across multiple policies side-by-side to assist in renewal and new business decision-making.Risk Appetite Finder
Match prospects with the right carrier markets using appetite data and NAIC classification lookup.Data Enrichment
Prefill applications with verified information such as Vehicle Year/Make/Model (via VIN), classification codes, and business details.
Benefits for Agencies
Time Savings: Automates tasks that normally require tedious manual entry.
Accuracy: Reduces errors by working directly with digital data.
Better Decisions: Provides clear side-by-side comparisons and appetite guidance.
Client Experience: Faster, more precise servicing improves customer satisfaction.
Example Use Cases
Renewals: Use Policy Compare to show clients coverage differences at renewal time.
Certificates: Issue COIs quickly by scanning in holder details.
Accounting: Reconcile monthly carrier commission files in minutes instead of hours.
Prospecting: Use Risk Appetite tools to place hard-to-match risks faster.
Next Steps
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