Driver Management – Merging Duplicate Drivers in Momentum AMS

Driver Management – Merging Duplicate Drivers in Momentum AMS
Momentum AMS allows users to merge duplicate driver records under the same Insured or Prospect. This tool ensures cleaner data, reduces duplication, and keeps policy, underwriting, and ACORD form information accurate.

Driver merges commonly occur when information is imported from downloads, entered manually by multiple users, or created during quoting. The Merge Driver tool provides a simple, controlled way to consolidate these records.

Why You May Need to Merge Drivers

Duplicate drivers often appear due to:

Carrier downloads
Data imports or migrations
Multi-user entry workflows
Quote submissions and renewals

Merging ensures that:

Each insured has a clean list of valid drivers
Policy rating and forms reflect the correct information
Duplicate entries don’t cause errors or confusion

How to Access the Merge Drivers Option

Open the Insured or Prospect record.
Go to Insured Items → Drivers.
Locate the driver entry you want to merge.
Click the Actions dropdown.
Select Merge.

The Merge Drivers Window

After clicking Merge, Momentum AMS displays a comparison window to help you choose which records to combine:

This screen displays:

From Entity (Duplicate Driver to Remove)

→ The record that will be merged into the primary driver.

Into Entity (Primary Driver to Keep)

→ The driver record that will remain after the merge.

Both sides show:

First/Last Name
Date of Birth
SSN
Excluded Status
Create Contact flag

This allows you to compare details before confirming which record is correct.

Override Information Option

At the bottom of the merge window, you will see:

☑ Override Information

Checking this box allows the system to:

Replace the data in the primary driver (“Into Entity”)
With the data from the driver being merged (“From Entity”)

Use this if:

The duplicate record actually has the correct or more complete information
You want to replace missing or outdated details on the primary driver

If you leave this unchecked, the system will:

Preserve the primary driver’s existing information
Only merge the linked policies and associations

Previewing the Merge

Click Preview Merge to see the final outcome before confirming.

This preview allows you to verify:

Which record will remain
What information will be carried over
Whether any conflicts need manual correction afterward

Once confirmed, Momentum AMS will combine the records and remove the duplicate.

What Happens After the Merge

Momentum AMS automatically:

Consolidates all policy links
Maintains history and associations
Updates driver lists on all policies
Removes the duplicate driver entry

Any updated information will flow into:

ACORD forms
Rating details
Quotes and submissions

Limitations & Notes

Drivers must belong to the same insured or prospect.
Merging cannot be undone — review carefully before confirming.
If conflicting information exists (example: different DOB values), choose the correct one before or after the merge.
Overrides do not apply to fields that are intentionally blank or system-restricted.

Summary

The Driver Merge tool enables agencies to:

Clean up duplicate driver data quickly
Maintain accurate underwriting information
Reduce errors in rating, policies, and forms
Improve overall data quality within Momentum AMS

This enhancement improves speed, accuracy, and data integrity across all workflows involving driver records.

If you'd like, I can now create:
✅ A companion article: “Common Causes of Duplicate Drivers & How to Prevent Them”
✅ A short tutorial script for Momentum University
✅ A version with HTML anchors for your Freshdesk table of contents