Edge Referral Panel in Momentum AMS

1️⃣ What is the Edge Referral Panel?

The Edge Panel appears on the right-hand side of the Momentum AMS interface. When opened, it provides a live feed of:

• Available Referrals – New opportunities that match your agency’s appetite.

• Recently Claimed Referrals – Leads already claimed by your agency or peers.

• Smart Value Pricing – Live, dynamic referral pricing that decreases over time until claimed.

• Expiration Timers – Each referral includes a countdown before it expires.

Referrals are powered by Momentum Edge, combining SEO/SEM-driven lead generation, premium agency profiles, and the Claim-It Marketplace.
These leads are exclusive, high-intent opportunities generated from InsuredBetter.com and select carrier partnerships.

Only agents with an active Momentum Edge subscription and Claim-It access can view or purchase referrals.

2️⃣ Accessing the Edge Panel

To open the Edge Panel:

1. Click the Edge tab on the right-hand side of your Momentum AMS screen.

2. The panel expands to display:

   • Appetite-Matched Referrals

   • Recently Claimed Referrals

   • Smart Value Pricing and Expiration Timers

If you don’t see the Edge tab, check with your agency administrator to confirm that the panel has been enabled for your account (see section 6).

3️⃣ Navigation & Profile Menu

Access your Momentum Edge tools from the profile menu in the upper-right corner of the Momentum AMS screen:

• Appetite – Define or refine your agency’s appetite preferences for better referral matching.

• Claim-It Personal Payment – Manage payment methods for purchasing referrals.

• Notification Preferences – Set up SMS and email alerts for new referral availability.

• Acquired Referrals – Review your purchase history and active leads.

• Account Information – View and update your subscription and contact details.

4️⃣ Purchasing Edge Referrals

To purchase a referral directly from the panel:

1. Select a referral from the list to review its summary details.

2. Click Purchase to start checkout.

3. Review the confirmation screen for referral details and price.

4. Confirm your purchase.

5. Once complete, a confirmation screen will appear displaying full referral information.

6. Click Back to Momentum AMS to return to your main workspace.

Note: Only agents with an active Momentum Edge subscription can purchase referrals. If you don’t have a Claim-it–enabled Momentum Edge subscription, the referral panel will be view-only.

5️⃣ Automatic Sync to Momentum AMS

When a referral is purchased, it is automatically added to your Prospects/Leads list in Momentum AMS and tagged as an Edge Referral.

The following data syncs automatically:

• All referral card details (contact info, line of business, location, etc.)

• Notes (added to the Description field)

• Assigned Agent (defaults to your agency’s primary agent)

This automation ensures every acquired referral is ready for immediate follow-up inside your AMS.

6️⃣ Enabling or Disabling the Edge Panel

Agency administrators can control visibility of the Edge Referral Panel (also referred to as the H Panel) for each agent.

To enable or disable the panel:

1. Log in as an Agency Admin.

2. Navigate to Agencies from the left-hand menu.

3. Select the desired agency.

4. Click the Agents tab.

5. Locate the agent and click Edit.

6. Scroll to the H Panel setting.

7. Check or uncheck the box to Enable/Disable the Edge Panel.

When disabled, the Edge Panel will not appear in the agent’s Momentum AMS view.

7️⃣ Best Practices for Momentum Edge Success

✅ Keep Your Appetite Current – Broader appetites yield more opportunities; narrow your focus as performance data accumulates.
Act Fast – Claim-It and Smart Value Pricing reward quick responses; leads are exclusive and time-limited.
Enable Notifications – Use real-time SMS and email alerts to secure referrals before competitors.
Verify AMS Syncs – Check that new Edge Referrals appear in your Prospects/Leads list.
Review Edge Analytics – Analyze conversion rates to adjust your appetite or referral spend for optimal ROI.

Summary

The Momentum Edge Referral Panel bridges digital marketing and lead management by bringing high-intent referrals directly into your Momentum AMS workspace.
With Claim-It, Smart Value Pricing, and automated AMS sync, agents can instantly act on new opportunities without leaving the system — turning lead generation into a seamless, data-driven workflow.