Best Practice

Complete Agency Configuration before entering live insureds or policies. Proper setup reduces rework, prevents email delivery issues, and ensures clean reporting and workflow automation moving forward

1️⃣ Agency Setup

Navigate to your Agency Profile and click the Configure button.

Verify and complete the following:

Basic Information

• Agency Name

• Upload Agency Logo (if available)

• Primary Contact Name (typically the Agency Owner)

• Mailing Address

• Physical Address

  • If the same as mailing, check the box to use the agency address.

Email Configuration

• Primary Email Address

  • Used for sensitive communications (such as export passwords).

  • Avoid using general inboxes (especially for larger agencies).

  • Use a monitored administrative email when possible.

• Send Emails From Section

  • Add any email addresses used for:

    • Notifications

    • Invoices

    • Certificates

  • This is where general inbox emails should be entered instead of the Primary Email field.

• Agency Billing Email

  • If billing statements should go to a different email, enter it here.

2️⃣ Email Signature Templates

Navigate to Email Templates and configure:

• Email Template

• New User Account Email Template

Add your agency email signature to both templates to ensure consistent branding across system-generated communications.

3️⃣ Notification Settings

Navigate to Notification Settings.

Required During Initial Setup:

• Turn OFF all notification settings.

  • When the agency is ready, workflows can be enabled strategically through MAC (Momentum Automation Center).

• Turn OFF birthday reminders:

  • Click the dropdown next to Advanced Settings.

  • Select Do Not Send to Agency or Assigned Agents.

This prevents unnecessary system emails during initial onboarding.

4️⃣ Additional Configuration Settings

Review and confirm the following:

Certificates of Insurance (COIs)

• Add email for sending COIs (if applicable).

• Review the Always CC Insured On All COIs option.

• Confirm Spillover DOO to Acord101 is checked.

Session Timeout

• Inform the agency:

  • The system will log users out after 30 minutes of inactivity.

  • Unsaved data may be lost.

  • Encourage frequent saving when entering detailed records.

5️⃣ Add at Least One Signature

Navigate to the Signature section and:

• Add at least one authorized signature.

• Signatures are required for:

  • Documents

  • Certificates

  • Certain forms

This ensures documents can be issued properly.

6️⃣ Accessing Help & Resources

Left Navigation Resourses

• Momentum University

• Support Center

• Submit a Support Ticket

• Training & Support menu in the primary navigation