How to Use Workflow Checklists

Workflow Checklist Overview
Workflow Checklists in Momentum AMS provide a lightweight way to track common activities without creating full task groups. They are similar to tasks but less complex, making them ideal for routine processes like renewals, endorsements, or Excess & Surplus lines submissions. Each checklist can be customized with step-by-step items that your team can mark complete as they work.

Step 1: Access Workflow Checklists

Log in to Momentum AMS.
From the left navigation, go to Miscellaneous → Agency Customization.
Select Workflow Checklists.

Step 2: Create a New Checklist

Click Add New.
Give the checklist a Name that matches the process (e.g., Renewal Checklist).
Add individual Checklist Items in the order they should be completed.
- Example (Renewal Checklist):
  1. Request loss runs.
  2. Update exposure data.
  3. Send renewal proposal.
  4. Bind coverage.
  5. Issue renewal certificate.

Step 3: Assign Checklist Types

You can create different types of checklists for common agency activities, including:

Renewals – Track steps like questionnaires, quotes, binding, and certificates.
Endorsements – Confirm coverage changes, premium adjustments, and updated documents.
Excess & Surplus Lines Submissions – Ensure all required applications, supplemental forms, and signatures are included before submission.

Step 4: Use Checklists in Daily Workflows

Once a checklist is created, it can be attached to the relevant insured, policy, or submission.
Team members can check off items as they are completed.
Completed checklists remain attached to the record for audit and accountability.

Best Practices for Workflow Checklists
  • Use Workflow Checklists for processes that are too small for full task groups but need consistent tracking.
  • Standardize checklists by line of business (e.g., Commercial Auto Renewal vs. General Liability Renewal).
  • Keep checklist items short and action-oriented (e.g., *Send Renewal Proposal*, not *Proposal*).
  • Review checklists periodically to ensure they match your agency’s most up-to-date processes.
   • Use checklists as training tools for new staff to learn consistent workflows.