How to Create Specific Service Request Types

How to Create Specific Service Request Types
Service Requests in Momentum AMS allow you to submit and track changes for policies in a structured workflow. Each Service Request type captures specific details so the change can be processed accurately by the carrier or internally.

This article walks you through how to create each Service Request type, where to find them, and what information is required for each.

Step-by-Step: Creating a Service Request

1️⃣ Access the Service Request Form

From the insured’s Activity History tab, click Service Requests.
Click Add New at the top right.
In the Service Request Type dropdown, select the change you need to make.

Service Request Types

Driver – Add, Replace, Remove

Use when you need to add, replace, or remove a driver from a policy.
Required Information:

Driver’s full legal name
Date of birth
License number and issuing state
Effective date of the change
Action type: Add, Replace, or Remove
Linked policy

Vehicle – Add, Replace, Remove

Use for changes to the vehicles on a policy.
Required Information:

Year, Make, Model
VIN
Garaging address (must match or be linked to an insured location)
Effective date of the change
Action type: Add, Replace, or Remove
Linked policy

Address Change

Use when updating the insured’s primary or mailing address.
Required Information:

New address, city, state, and ZIP
Effective date of change
Whether this is a change for the entire insured profile or just a policy location
Linked policy (if applicable)

Vehicle Transfer

Use when moving a vehicle from one policy to another within the same insured.
Required Information:

Vehicle details (Year, Make, Model, VIN)
Policy transferring from
Policy transferring to
Effective date of the transfer

Certificate of Insurance (COI)

Use for issuing a certificate that requires tracking as part of a service workflow.
Required Information:

Certificate holder’s information
Linked policy(ies)
Description of operations / special wording (if applicable)
Delivery method (email, fax, etc.)

Policy Change – Other

Use for policy changes not covered by other categories.
Examples:

Adding an endorsement
Changing limits or deductibles
Removing coverage parts
Required Information:
Detailed description of the requested change
Linked policy
Effective date

Generic

Use for requests that are not policy-specific or do not fit other categories.
Examples:

Requesting claim status from a carrier
Requesting general account information
Required Information:
Clear description of the request
Linked insured or policy (if applicable)

Best Practice

When creating a Service Request, always link it to the correct policy when possible. This ensures the request is visible in that policy’s activity history and avoids confusion during processing.