How to Install the Momentum Mail Outlook Add-In

Momentum Mail Add-In
Supercharge your Outlook with the Momentum Mail Add-In—designed to help your agency stay organized, communicate better, and take advantage of built-in AI tools to streamline your workflow.

What You Can Do with Momentum Mail

Organize and tag emails to clients or policies.
Attach files directly into Momentum.
Create tasks and add internal notes.
Use the built-in AI Agent to summarize emails.

Download: Momentum Mail Outlook XML

✅ Installation Steps

Log into Office 365 via Outlook (web version recommended).
Open any email in your inbox.
On the right side of the email, click the Apps icon (four squares in a square) or go to aka.ms/olksideload.
Click the Get Add-ins + button to open the Add-ins menu.
In the Add-ins window, click My add-ins from the left sidebar.
Scroll down and click + Add a custom add-in → Add from file…
Download the custom .xml file (e.g., MomentumMail.xml).
Click Install to complete setup.
You’ll now see the Momentum Mail icon in your Outlook toolbar when viewing emails.

How to Use

Step 1: Launch the Add-In

Open any email in your inbox.
Click the Apps icon (four squares) on the right-hand side.
From the available apps list, select Momentum AMS.

Step 2: Log In

Enter your Momentum AMS credentials.
Once logged in, you’ll see the Momentum Mail interface.

Step 3: Navigating the Add-In

General Tab

Automatically searches for the insured associated with the email.
If no match is found, a “+” button appears to add the sender as a new insured.
You can also search manually by name or email.
Once selected, you can link policies, create tasks, and add internal notes.

AI Assistant Tab

Scans your mailbox using AI to detect key email types (e.g., certificate requests, quote inquiries).
Detected emails trigger notifications in both the add-in and your Momentum AMS dashboard.
To enable this, grant permission by checking the box provided.

Step 4: Configure Settings

Open the Settings tab.
Choose which email types the AI should recognize.
Enable Auto Task Creation (e.g., automatically create a task when a certificate request arrives).
Option to pause syncing anytime.

Step 5: View Notifications

Go to the Notifications tab.
See a list of emails the AI has recognized.
Click a notification to view an AI-generated summary of the email.
From the summary screen, you can also create a task instantly.

Pro Tip:
Enable Auto Task Creation for certificate requests to save time and reduce missed follow-ups—emails will automatically generate tasks in Momentum without manual entry.

Attachments (1)

xml

MomentumMail.xml
3.92 KB