"We are continually faced with a series of great opportunities brilliantly disguised as insoluble problems." JOHN W. GARDNER
Happy Holidays from Momentum AMP! ✨🎄
Wishing all our clients, partners, and team members a joyful and festive holiday season!
Please note: On December 25th and January 1st, we will be open for emergency assistance only, from 7 AM to 5 PM EST, as we celebrate the holidays with our loved ones.
Wishing you a joyful and blessed holiday season filled with love and happiness!
If we can all quote quicker, access more markets, and get better quotes, we will grow our business substantially.
With the proliferation of online rating options, agents can access more markets quickly and obtain new quotes much more efficiently.
It all starts with having the right class codes and risk exposure, NAIC and SIC codes, Sales, Payroll, etc.
Momentum AMP has ample space to store such data, making it readily available for online or even traditional submissions. The key is to make sure you have that data in your database.
One of the best places to see key rating data is the CL Rating data section under the Insured/Prospect profile:
The Momentum CL Rater uses this data to start a submission, saving you from having to retype the data manually.
Momentum AMP offers a tool that lets users identify records that are missing key rating data.
The tool can be located under MISCELLANEOUS --> Data Quality Tools --> Missing CL Rating data.
Furthermore, our Momentum Toolbox offers an option to populate this data using third-party databases.
In Peter's favorite reports section, we take a look at Accounts at Risk of Not-Renewing.
In our Highlighted Favorite Reports section, we take a closer look at a "report" in the Renewal Center that identifies policies at risk of non-renewing due to a large jump in the renewal term premium. This is not a report per se, but all our grid pages present the ability to run ad hoc reports.
So, just select the Renewal Center from the left menu. Next, in the Pct Change filter, enter the desired threshold. For this example, I picked 15 percent.
Click Search and the Renewal center will display the policies that have a renewal quote or a next term where the premium is greater than 15 percent compared to the expiring term.
This will help your team quickly identify accounts in danger of not renewing.
This data can be exported as a report in an Excel or PDF format.
Agencies generate the bulk of their high ROI revenue from renewals. Our Renewal Center helps you stay on top of renewals, keep your customers happy, and maintain high retention ratios.
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PRODUCT OVERVIEWS:
Get ready to reach new heights with your AMS! Our development teams have been working hard at crafting releases designed to enhance your Momentum AMS experience and elevate your business. Explore the latest game-changing features and products below and set them up for success!
Customizing Your Dashboard in Momentum CRM
Customize your dashboard in Momentum CRM, including adding, rearranging, and deleting widgets, adjusting settings, and changing the type of graphics displayed. Manage multiple dashboards efficiently and limit their view access if needed.
• Add new widgets to your dashboard
• Rearrange widgets for better organization
• Delete unwanted widgets
• Adjust widget settings
• Change the type of graphics displayed
• Manage and switch between multiple dashboards efficiently
Need More Training? Join us for our Next Session!
ByRichard Rosenthal
Momentum AMS trainingfor new agencies covers all essential functions for a smooth transition. It includes managing prospects and clients, policy and task management, commission tracking, data imports, and the IVANS carrier download process.
Momentum AMS’ Head of Training & Onboarding, Richard Rosenthal, will cover certificate management, custom fields, signatures, and PDF form setup. Users will learn to navigate billing, handle opportunities, and manage insureds, policies, and carrier relationships, ensuring compliance with agency procedures.
This onboarding equips staff with the knowledge to operate effectively in the Momentum system.
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