Momentum AI (14)

Momentum AI is your agency’s intelligent assistant built directly into Momentum AMS. It leverages automation, machine learning, and document scanning to reduce manual work, speed up policy servicing, and improve data accuracy. With AI-powered scans, assistants, and custom prompts, your agency can upload documents, generate records, reconcile commissions, and more — all without leaving the AMS.

Using the Momentum AI Center

Created by Richard Rosenthal, Modified on Mon, 1 Sep at 11:00 AM by Richard Rosenthal
Using the Support Assistant

Created by Richard Rosenthal, Modified on Fri, 29 Aug at 11:04 AM by Richard Rosenthal
Using AI-Powered Scans in Momentum AI

Created by Richard Rosenthal, Modified on Fri, 29 Aug at 2:16 PM by Richard Rosenthal
How to Use the Driving License Scan

Created by Richard Rosenthal, Modified on Fri, 29 Aug at 11:22 AM by Richard Rosenthal
How to Use Invoice Scan

Created by Richard Rosenthal, Modified on Fri, 29 Aug at 11:34 AM by Richard Rosenthal
How to Use the Commission Scan

Created by Richard Rosenthal, Modified on Fri, 29 Aug at 11:52 AM by Richard Rosenthal
How to Use the Policy Summarize Feature

Created by Richard Rosenthal, Modified on Fri, 29 Aug at 12:42 PM by Richard Rosenthal
How to Use the Policy Compare Feature

Created by Richard Rosenthal, Modified on Fri, 29 Aug at 1:45 PM by Richard Rosenthal
How to Use the ACORD Scan

Created by Richard Rosenthal, Modified on Fri, 29 Aug at 2:15 PM by Richard Rosenthal
How to Use the Call Assistant

Created by Richard Rosenthal, Modified on Fri, 29 Aug at 7:30 PM by Richard Rosenthal