Integrating Momentum AMS with IVANS lets your agency automatically receive daily carrier downloads for policy changes, new business, cancellations, and direct bill commission statements.
Setting this up early in onboarding ensures your system stays updated without manual entry.
What IVANS Integration Does
Pulls daily carrier downloads into Momentum AMS
Updates policy records automatically
Delivers direct bill commission statements for reconciliation
Reduces manual entry errors and saves processing time
Setup Steps
Obtain an IVANS Mailbox — Request sponsorship from a participating carrier. Once approved, IVANS will provide your mailbox credentials.
Confirm Carrier Participation — Check with each carrier to see if they use IVANS. Some may use TeamUp or direct transfers.
Configure IVANS Exchange — In your IVANS Exchange account, set your Mgmt. System to Momentum AMS or NOWCERTS and save.
Submit the Carrier Download Configuration Form —
Carrier Download Configuration Form
Once submitted, the Momentum AMS team will activate the integration.
For step-by-step instructions on configuring downloads, see our How to Set Up Carrier Downloads (IVANS) article.
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