Agency Setup (23)

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

How to Set Up Parent Carriers in Momentum AMS

Created by Richard Rosenthal, Modified on Wed, 27 Aug at 3:22 PM by Richard Rosenthal
How to Set Up MGAs

Created by Richard Rosenthal, Modified on Wed, 27 Aug at 3:23 PM by Richard Rosenthal
How to Configure Tags

Created by Richard Rosenthal, Modified on Wed, 27 Aug at 3:25 PM by Richard Rosenthal
How to Set Up Description Templates

Created by Richard Rosenthal, Modified on Wed, 27 Aug at 3:26 PM by Richard Rosenthal
How to Add Custom Lines of Business

Created by Richard Rosenthal, Modified on Wed, 27 Aug at 3:28 PM by Richard Rosenthal
How to Add Custom Fields

Created by Richard Rosenthal, Modified on Wed, 27 Aug at 3:30 PM by Richard Rosenthal
How to Configure Opportunities

Created by Richard Rosenthal, Modified on Wed, 27 Aug at 3:31 PM by Richard Rosenthal
How to Configure Task Categories & Stages

Created by Richard Rosenthal, Modified on Wed, 27 Aug at 3:33 PM by Richard Rosenthal
How to Configure Work Groups in Momentum AMS

Created by Richard Rosenthal, Modified on Wed, 27 Aug at 3:35 PM by Richard Rosenthal
How to Setup Google Workspace for Webmail

Created by Richard Rosenthal, Modified on Wed, 27 Aug at 3:37 PM by Richard Rosenthal