Insured & Prospect Management (17)

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

How to View and Add Notes in Momentum AMS (Activity & Communication Tracking)

Created by Richard Rosenthal, Modified on Mon, 6 Apr at 11:54 AM by Richard Rosenthal
How to Add and Manage Additional Interests in Momentum AMS (Certificate & Policy Linking Guide)

Created by Richard Rosenthal, Modified on Mon, 6 Apr at 11:58 AM by Richard Rosenthal
How to Manage Active vs. Inactive Insureds in Momentum AMS (Status & Data Management Guide)

Created by Richard Rosenthal, Modified on Mon, 6 Apr at 12:01 PM by Richard Rosenthal
How to Delete or Archive a Prospect or Insured in Momentum AMS (Best Practices Guide)

Created by Richard Rosenthal, Modified on Mon, 6 Apr at 12:33 PM by Richard Rosenthal
Setting Up an Insured User Account in Momentum AMS

Created by Richard Rosenthal, Modified on Wed, 27 Aug, 2025 at 4:49 PM by Richard Rosenthal
How to Link Insureds in Momentum AMS

Created by Richard Rosenthal, Modified on Mon, 6 Apr at 12:47 PM by Richard Rosenthal
How to Use QuoteLinq in Momentum Toolbox

Created by Richard Rosenthal, Modified on Tue, 27 Jan at 9:41 AM by Richard Rosenthal