How to Use QuoteLinq in Momentum Toolbox

Accessing QuoteLinq

1. Open Momentum Toolbox

• In Momentum AMS, go to the left navigation menu.

• Scroll down and click Momentum AMP.

• Select Toolbox.

• Toolbox opens in a new browser tab.

Note: If this is your first time accessing Toolbox, you may be prompted to complete initial setup steps.

2. Open QuoteLinq

• Inside Toolbox, you’ll see multiple AI-powered tools.

• Scroll to the bottom and locate QuoteLinq.

• Click Get Started.

QuoteLinq Dashboard Overview

Once inside QuoteLinq, you’ll land on the dashboard, which shows:

• Total Quote Links created

• Number of Commercial and Personal Lines quote links

• Number of submitted applications

Left Navigation Menu

• Submitted Applications

• Commercial Quote Links

• Personal Quote Links

• Reports (in development)

• Settings

Creating a New Quote Link

1. Create the Quote Link

• Click Create New Quote Link.

• Select the policy types you want to include.

• Give the quote link a name that fits your agency’s workflow.

2. Set Expiration Options

• By default, quote links are set to Never Expires.

• You may optionally set an expiration date.

3. Customize the Client Experience

You can control how the insured or prospect interacts with the form:

• Show or hide the header

• Require OTP (One-Time Passcode) authentication

• Choose how the OTP is delivered (email)

• Set a redirect URL after the form is completed (your website or another page)

4. Save the Quote Link

• Review your selections.

• Click Save.

Managing Quote Links

Commercial & Personal Quote Links

• Click the Commercial Lines or Personal Lines tab.

• Favorite (starred) quote links appear at the top.

• All created quote links appear below.

Each quote link shows:

• Number of submissions

• Status

• Available actions

Starting an Application

Option 1: Agent Starts the Application

• Search for the insured or prospect name.

• Assign the application to that client.

• Fill out the application on their behalf.

This is useful when:

• You already have most of the information

• You want to assist the client directly

After completing the form, you may:

• Save the application

• Email it to the client

• Continue editing

Option 2: Send the Quote Link to the Client

• Click Copy Quote Link.

• Paste and send the URL to your client via email or text.

If OTP authentication is enabled:

• The client receives a verification code

• They must enter the code to continue

The client then completes the form on their own.

Managing Submissions

Once a client starts or completes an application:

• The submission appears under the quote link

• You can:

  • Open partially completed applications

  • Continue filling them out

  • Send them back to the client for missing information

  • Email or copy the submission link

This significantly reduces back-and-forth communication.

Sending Data to Momentum AMS

After the application is completed:

• You can send the data directly to Momentum AMS

• If using the Commercial Lines Rater, you may:

  • Submit the application

  • Receive quotes back

Editing or Organizing Quote Links

From the quote link list, you can:

• ✏️ Edit the form (pencil icon)

• ⭐ Star a quote link to keep it pinned at the top

• ?️ Delete quote links you no longer need

These actions work the same for both Commercial and Personal quote links.

Branding & Settings

To customize your branding:

• Go to Settings

• Upload your company logo

• Customize brand colors

• Click Save after making changes

This ensures a consistent, professional client experience.

Best Practices

• Use QuoteLinq for commercial submissions, especially close to binding

• Star commonly used quote links

• Enable OTP authentication for sensitive submissions

• Review submissions promptly to keep deals moving