In Momentum AMS, agencies can fully customize which premium and non-premium types are available when processing endorsements. These options appear in billing and reconciliation workflows and can be reordered, hidden, or bulk-adjusted to match your agency’s needs.
Accessing Endorsement Premium Types
Log in to Momentum AMS.
From the left navigation, go to Miscellaneous → Agency Customization.
Select Endorsement Premium Types.
Available Premium Types
| • Cancel • Reinstate • Initial Base Premium • Positive Endorsement • Negative Endorsement • Renew • Other • Govt Discount | • Premium Audit • General Discount • Credit • Installment • New Policy Premium • Rewrite Premium • No Premium Impact |
Available Non-Premium Types
| • Fees • Taxes • Agency Fee • Carrier Fee • MGA Fee • Subscription Fee • State Tax • Other Tax • Program Fee • Inspection Fee • AI Endorsements Fee • Surplus Lines Tax • Miscellaneous Agency Revenue • Stamping Fee • Processing Fee • APTC Tax Credit • Expense Constant | • Risk Management Fee • Policy Fee • Surplus Contribution • AB TPA Fee • Independent Agent Broker Fee • Payment Processing Fee • Fire Marshall Tax • Collateral Fee • MVR Fee • CC Fee • Admin Fee • Filing Fee • Surplus Lines Service Charge • Zenjuries Fee • Set Up Fee • Zywave Fee • Pass-Through Payment • Write-Off • State Assessment • Big Three Fee • Other |
Customizing the Lists
Visibility – Each type can be shown or hidden from drop-downs.
Reordering – Drag and drop to change the order in which types appear.
Bulk Actions – Apply visibility or ordering changes to multiple types at once.
Why Customize?
Eliminate types your agency never uses (e.g., carrier-specific fees).
Reorder the most common types (like Agency Fee or Taxes) to the top of the list for faster processing.
Standardize naming conventions across your team for consistency in reporting and reconciliation.
• Review the list regularly and hide unused items to reduce clutter.
• Move your agency’s most common premium and fee types to the top for efficiency.
• If using bulk actions, double-check selections before applying to avoid hiding critical options.
• Align your customization with how your accounting and reconciliation processes are structured.
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