Agency Setup (27)

Guides for configuring your Momentum AMS environment, including agency details, user accounts, carrier setup, commissions, and branding.

How to Sync Your Email into the Momentum AMS Webmail

Created by Richard Rosenthal, Modified on Tue, 7 Oct at 3:11 PM by Richard Rosenthal
Customizing Endorsement Premium and Non-Premium Types

Created by Richard Rosenthal, Modified on Sun, 31 Aug at 10:45 AM by Richard Rosenthal
How to Install the Momentum Mail Outlook Add-In

Created by Richard Rosenthal, Modified on Fri, 5 Sep at 11:24 AM by Richard Rosenthal
How to Connect and Map OneDrive Folders in Momentum AMS

Created by Richard Rosenthal, Modified on Wed, 22 Oct at 7:32 AM by Richard Rosenthal
How to Configure Insured/Prospect Edit Panels

Created by Richard Rosenthal, Modified on Thu, 30 Oct at 12:28 PM by Richard Rosenthal
Setting Up Faxing from Momentum AMS

Created by Richard Rosenthal, Modified on Thu, 6 Nov at 4:11 PM by Richard Rosenthal
Referral Sources & Referral Source Categories in Momentum AMS

Created by Richard Rosenthal, Modified on Thu, 20 Nov at 7:51 AM by Richard Rosenthal