Agency Setup (23)

Guides for configuring your Momentum AMS environment, including agency details, user accounts, carrier setup, commissions, and branding.

How to Access Agency Customization

Created by Richard Rosenthal, Modified on Sun, 31 Aug at 10:51 AM by Richard Rosenthal
How to Enter and Update Agency Information

Created by Richard Rosenthal, Modified on Wed, 27 Aug at 2:52 PM by Richard Rosenthal
How to Add Signatures in Momentum AMS

Created by Richard Rosenthal, Modified on Wed, 27 Aug at 2:53 PM by Richard Rosenthal
How to Add and Manage Agency Users

Created by Richard Rosenthal, Modified on Wed, 27 Aug at 3:08 PM by Richard Rosenthal
How to Set Agency Commission Rules

Created by Richard Rosenthal, Modified on Wed, 27 Aug at 3:11 PM by Richard Rosenthal
How to Set Agent Commission Rules

Created by Richard Rosenthal, Modified on Wed, 27 Aug at 3:14 PM by Richard Rosenthal
Understanding Commission Split Rules in Momentum AMS

Created by Richard Rosenthal, Modified on Wed, 27 Aug at 3:16 PM by Richard Rosenthal
How to Set Up Carrier Downloads (IVANS)

Created by Richard Rosenthal, Modified on Wed, 27 Aug at 3:19 PM by Richard Rosenthal
What Do I Do if My Download Carrier is Not in IVANS?

Created by Richard Rosenthal, Modified on Tue, 26 Aug at 3:28 PM by Richard Rosenthal
How to Set Up Carriers

Created by Richard Rosenthal, Modified on Wed, 27 Aug at 3:20 PM by Richard Rosenthal