The Momentum AMS REST API allows developers and technical users to integrate Momentum AMS data and workflows with other platforms, websites, and automation tools. With it, you can import, update, and retrieve data about insureds, policies, prospects, and more.
Base URL
All API requests are made to:
API method documentation is available here:
Momentum AMS API Help Page
Authentication
Before making requests, you must obtain an access token.
The account you use must have the Agent role “API Integration” assigned.
Token Request URL:
Required Parameters (x-www-form-urlencoded):
username
→ Your Momentum AMS usernamepassword
→ Your Momentum AMS passwordgrant_type
→password
(hardcoded)client_id
→ngAuthApp
(hardcoded)
Example POST request:
Response:
A JSON object containing your access_token
, which you must include in the Authorization
header for all requests:
Working with Common API Methods
Insureds
Required fields: Either:
CommercialName
(creates a Commercial insured), ORFirstName
&LastName
(creates a Personal insured)
Examples:
POST api/Insureds
→ Import an insuredGET api/Insureds
→ Retrieve insureds list
Sample project: InsuredsRestApi.aspx on GitHub
Policies
Example methods:
POST api/Policies
→ Import a policyGET api/Policies
→ Retrieve policy data
Sample project: PoliciesRestApi.aspx on GitHub
Prospects
Example method:
POST api/Zapier/InsertProspect
(Despite “Zapier” in the route, this is a standard API method.)
Logic to prevent duplicate prospects:
If
database_id
is given → search by IDIf not found → search by email address
If not found → search by first & last name
If not found → search by commercial name
If found → overwrite attributes (address, phone, etc.)
If still not found → create a new prospect
Zapier & Automation Methods
While labeled as “Zapier,” these can be used by any application:
GET api/Zapier/GetInsureds
→ Retrieve insured dataPOST api/Zapier/InsertInsured
→ Insert insured data
Search Methods
Simple search:
Name, address, email, phone
Complex search:
Filter, paging, sorting
Example POST endpoint:
Advanced Feature – Importing One Insured with Multiple Policies
A newer API method allows you to send one request that creates:
An insured record
Multiple policies linked to that insured
(Check the API help page for the expected object format.)
Developer Resources
We maintain a public GitHub repository with code samples:
AuthenticateRestApi.aspx – Authentication example
InsuredsRestApi.aspx – Insured import
PoliciesRestApi.aspx – Policy import
Best Practices
Always test with a non-production account first.
Use descriptive names for form or automation sources so you can trace imported records later.
Store the
access_token
securely and refresh it before it expires.Validate data before sending to avoid overwriting key insured or policy details.
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