How to Use Batch Actions in Momentum AMS

Bulk Actions Overview
Bulk Actions in Momentum AMS allow you to update or process multiple records at once. Instead of working record by record, you can select multiple insureds, policies, or tasks and apply changes with a single action. This helps agencies save time, stay consistent, and streamline their workflows.

How Bulk Actions Work

Navigate to the list view where you want to perform bulk actions (Insureds, Policies, or Tasks).
Click the checkbox at the top left of the list to activate bulk mode.
- This enables checkboxes next to each record.
Select the records you want to include.
Click the stacked sheets icon (Bulk Actions).
Choose the action you want to apply from the dropdown menu.

? Bulk Actions must be activated by clicking the first checkbox — until then, the menu will not appear.

Bulk Actions for Insureds

From the Insureds list, you can:

• Assign Agents / CSRs
• Remove Agents
• Replace Agent
• Change State
• Change Agency Location
• Change Custom Field Values
• Change Active Status
• Change Referral Source
• Change Type of Business
• Change CL Rating Data

• Change CL Auto Rating Data
• Change Origin
• Create Task
• Change Tags
• Add to Journal
• Allow NC Roam Access
• Change Lead Sources
• Delete selected insureds

Bulk Actions for Policies

From the Policies list, you can:

• Assign Agents / CSRs
• Remove Agents
• Replace Agent
• Change State
• Change Agency Location
• Change Line of Business
• Change Carrier
• Change MGA
• Change Business Type
• Change Business Sub-Type
• Change Premium Sent
• Set Agent to Insured Agent
• Set CSR to Insured CSR

• Change Product Name
• Set Location to Insured Location
• Set Referral Source to Insured
• Set Lead Source to Insured
• Change Other Company
• Create Task
• Set Expiration Date to Max
• Set Alternative Policy Number
• Change Custom Field Values
• Set State to Insured State
• Change Referral Source
• Change Tags / Insured Tags
• Add to Journal
• Change Lead Sources

Bulk Actions for Tasks

From the Tasks list, you can:

• Assign Agents
• Remove Agents
• Replace Agent
• Change Status
• Change Priority

• Change Due Date
• Change Supervisor
• Change Work Group
• Change Tags

Best Practices for Bulk Actions
• Always double-check selections before applying a bulk action — changes affect all selected records.
• Use bulk tagging to streamline Momentum CRM or Momentum Automation Center campaigns or automations.