Momentum AMS Training Path for Agency Administrators (Courses & Onboarding Guide)

Momentum AMS Training Path for Agency Administrators
The Agency Admin Training Path is designed for owners, managers, and administrators who are responsible for setup, workflows, billing, commissions, and overall system management.

This path includes 3 hours of video content plus written reference guides. It covers the full range of Momentum AMS functionality, including advanced tools and system configuration.

How to Access and Sign Up for Momentum University

You can explore the Momentum University home page and course offerings by visiting:
University Login

To gain access to the full course library, sign up here:
University Signup

Each user is required to create their own login. Once enrolled, you can:

Track your training progress.
Earn completion certificates.
Return to any training module at any time.

Training Sequence & Details

1. Momentum AMS Basics – ~16 minutes

Learn navigation, left menu customization, search, and common icons.
Outcome: Confident system navigation.

2. Service Requests – ~28 minutes

Create, assign, and track service requests in the pipeline view.
Outcome: Efficient service workflow management.

3. Commercial Insured Workflow – ~24 minutes

Create and manage commercial accounts through the full workflow cycle.
Outcome: Full lifecycle management of commercial clients.

4. Momentum Icons – ~11 minutes

Identify and use icons across different pages for faster work.
Outcome: Improved speed and accuracy in daily use.

5. Tasks, Categories, and Stages – ~9 minutes

Create, manage, and track tasks with category and stage organization.
Outcome: Clear task tracking and workflow organization.

6. Certificates (COIs) – ~9 minutes

Create master certificates, issue COIs, and manage additional insureds.
Outcome: Quick and compliant certificate issuance.

7. Lighthouse Creative Co. Premium Finance Exercise

Time Commitment: ~24 minutes
Skills Covered:

Real world example of premium finance billing.
Complete process from start to finish.
Outcome: Manage the full lifecycle of a commercial client with premium finance of multiple policies in Momentum AMS.

8. Momentum Billing and Invoicing – ~25 minutes

Understand billing types, create invoices, and issue carrier/MGA payments.
Outcome: Accurate and compliant billing processes.

9. Custom PDF Forms

Time Commitment: ~18 minutes
Skills Covered:

Uploading and mapping PDF forms for data population.
Using reverse mapping for pre-filled forms.
Outcome: Save time and reduce errors by automating form completion.

10. Agency Setup – ~19 minutes + written guide

Configure agency-level settings, defaults, and integrations.
Outcome: Proper system setup to match agency workflows.

12. Carrier Downloads (IVANS, AL3, TeamUp)– ~20 minutes + written guide

Process and merge carrier downloads and rater imports.
Outcome: Up-to-date policies and commissions through daily download management.

12. Commission Reconciliation – ~20 minutes + written guide

Reconcile Commissions through various methods.
Outcome: Create agency and agent commission statements.

Completion Requirement

All 12 courses must be completed before starting live workflow training with a Momentum AMS trainer.
Estimated total time: ~3 hours of video plus written reference material and practice time.