Momentum AMS — Agency Overview Guide

What the Agency Overview Is (and Is Not)

The Agency Overview:

• Shows the current state of your agency

• Provides visibility into customers and policies

• Organizes your book by different business lenses

• Can display trend views over time for Customers and Policies when those options are selected

It does not:

• Provide transactional-level detail

• Replace accounting, billing, or revenue reports

• Serve as a general ledger or financial reconciliation tool

Agency Overview Tabs Explained

Each tab represents a different way to analyze your book of business.

Summary

Provides a high-level snapshot of your agency right now.

Used to answer:

• How many customers do we have?

• How many active policies?

• What does the overall book look like?

Think of this as:
Current-state visibility of the book of business.

Business Type

Breaks the book down by lifecycle activity, such as:

• New

• Renewal

• Rewrite

• Other lifecycle stages

Used to answer:

• What type of activity is driving the book?

This is a lifecycle view, not a sales-performance report.

Carrier

Organizes the book by insurance carrier.

Used to answer:

• Where is our premium placed?

• Which carriers drive our book?

Often used by leadership for:

• Carrier relationship management

• Production distribution visibility

MGA

Similar to the Carrier view, but focused on MGAs.

Used to answer:

• Which intermediaries are producing business?

Referral Source

Shows where customers originally came from.

Important:
This reflects relationship origin, not marketing ROI and not sales pipeline activity.

Lead Source

Displays where prospects originated within your sales pipeline.

This tab will only show meaningful data if:

• Your agency uses pipeline tracking

• Lead sources are consistently captured

If not actively used, this section may appear blank or limited.

Agent

Organizes the book by producer ownership.

Used to answer:

• Who owns which customers and policies?

• How is the book distributed across agents?

CSR

Shows operational ownership.

Used to answer:

• Who services the book?

Often used for:

• Workload visibility

• Operational management

Line of Business

Breaks the book by product type, such as:

• Personal Auto

• Homeowners

• Commercial Package

• And others

Used to understand:
Product mix across the agency.

Line of Business Class

Higher-level grouping of products, such as:

• Personal

• Commercial

Used for:
Big-picture book composition.

Location

Displays the book by office location.

This is relevant only if:

• Your agency uses multiple offices

• Location tracking is configured

If not, this tab may appear blank or show “None.”

State

Shows the geographic footprint of your book.

Used for:

• Expansion planning

• Licensing awareness

• Regional distribution visibility

Origin

Displays how records entered the system, such as:

• Carrier downloads

• Manual entry

• Imports

• Integrations

This is an operational lens, not a production or accounting metric.

Tag

Breaks the book by agency-defined tags.

Important:

• This section depends entirely on how your agency uses tags

• Tags provide custom segmentation

• It is not system-generated reporting

Final Takeaway

The Agency Overview does not change your data — it changes how you view it.

Each tab provides a different perspective on the same book of business, helping you better understand:

• Distribution

• Ownership

• Product mix

• Geographic footprint

• Operational structure

Use the Agency Overview to analyze structure and composition — not financial accounting or historical trends.