Using AI-Powered Scans in Momentum AI

AI-Powered Scans Overview
AI-Powered Scans in Momentum AI transform your uploaded PDFs, images, and policy documents into structured data that can be used directly inside Momentum AMS. These scans reduce manual entry, speed up servicing, and make it easier to reconcile carrier statements and manage insureds.

Accessing AI-Powered Scans

Log in to Momentum AMS.
From the left navigation, click Momentum AMP.
Select Momentum AI (opens in a new tab).
In the AI Center, click AI Scans to view all available scan options.

Available Scan Types

Driving License Scan
Captures data from a PDF/image of a driver’s license and converts it into a smart form that can be attached to a driver record in AMS.
Invoice Scan
Extracts data from invoices and creates endorsements directly in Momentum AMS.
Commission Scan
Captures data from carrier PDF statements, converts to CSV, and allows direct import for commission reconciliation.
Policy Summarize
Upload a policy document and receive a structured summary for quick review.
Policy Compare
Upload two or more policy documents and generate a comparison highlighting changes and differences.
Acord Scan
Upload ACORD forms and declaration pages to automatically create prospects and insureds in AMS.

Why Use AI-Powered Scans?

Reduce manual entry – extract data directly from documents.
Save time – hours of reconciliation or policy review condensed into minutes.
Improve accuracy – minimize human error when typing long or complex data.
Standardize workflows – data comes back in consistent formats ready for mapping in Momentum AMS.

Best Practices for AI-Powered Scans
• Always review scanned data before finalizing in AMS.
• Use Commission Scan for reconciliation but double-check policy numbers and dates.
• Save original PDF or image files as backups in case re-processing is needed.
• For declaration pages, verify coverages and limits before creating policies.
• For Policy Compare, highlight changes to insureds before binding or renewing.