You can now bring the power of Momentum AMS directly into Outlook with our brand-new Momentum Mail Add-In—a smarter, faster way to manage emails, attach files, create tasks, and streamline your workflow without ever leaving your inbox.
Note: This is version 1, available through custom installation while we await Microsoft Store approval.
What’s New
Version 1 Release – available now via custom installation.
Tools for organizing emails and linking directly to policies.
Built-in AI automation to create tasks from emails (e.g., cert requests, quote inquiries, etc.).
Why It Matters
The Momentum Mail Add-In helps your team:
Work more efficiently by staying inside Outlook.
Convert everyday emails into actionable tasks.
Reduce missed follow-ups and keep workflows consistent.
What’s Next
Awaiting full approval from Microsoft.
Once approved:
Add-In will be available in the Microsoft Add-In Store.
Agencies will receive automatic updates and new features.
Where to Find It
From the Momentum AMS left-hand menu, go to Momentum Toolbox.
Locate the Outlook Add-In under the Our Platform section.
For step-by-step setup, see: Outlook Installation Instructions
Use the AI-powered task creation to turn certificate or quote request emails into Momentum tasks automatically—saving clicks and keeping your workflow consistent.
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