Insured & Prospect Management (17)

Workflows for creating, managing, and maintaining insured and prospect records, including contact details, notes, and opportunities.

How to Add a Prospect or Insured in Momentum AMS (Client Setup Guide)

Created by Richard Rosenthal, Modified on Mon, 6 Apr at 11:13 AM by Richard Rosenthal
How to Add a Policy in Momentum AMS (Billing & Commission Setup Guide)

Created by Richard Rosenthal, Modified on Mon, 6 Apr at 11:22 AM by Richard Rosenthal
Commercial Insurance Workflow in Momentum AMS (End-to-End Process Guide)

Created by Richard Rosenthal, Modified on Mon, 6 Apr at 11:25 AM by Richard Rosenthal
Prospect vs Insured in Momentum AMS (Key Differences Explained)

Created by Richard Rosenthal, Modified on Mon, 6 Apr at 11:30 AM by Richard Rosenthal
How to Convert a Prospect to an Insured in Momentum AMS (Automatic & Manual Methods)

Created by Richard Rosenthal, Modified on Mon, 6 Apr at 11:32 AM by Richard Rosenthal
How to Merge Duplicate Insured Records in Momentum AMS (Data Cleanup Guide)

Created by Richard Rosenthal, Modified on Mon, 6 Apr at 11:38 AM by Richard Rosenthal
How to Edit Insured Contact Information in Momentum AMS (Update Client Details)

Created by Richard Rosenthal, Modified on Mon, 6 Apr at 11:43 AM by Richard Rosenthal
How to Upload Documents to an Insured Profile in Momentum AMS (File Management Guide)

Created by Richard Rosenthal, Modified on Mon, 6 Apr at 11:46 AM by Richard Rosenthal
How to Tag Insureds in Momentum AMS (Filtering, Reporting & Marketing)

Created by Richard Rosenthal, Modified on Mon, 6 Apr at 11:49 AM by Richard Rosenthal
How to Use the Opportunities Tab in Momentum AMS (Sales & Renewal Tracking)

Created by Richard Rosenthal, Modified on Mon, 6 Apr at 11:52 AM by Richard Rosenthal