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Momentum by NowCerts

Momentum's AMP Agency Management System and Certificial have partnered to create a seamless, dynamic insurance verification process experience for Momentum AMP Agents and Brokers.

Momentum <> Certificial

You can now sync data from your Momentum AMP AMS to Certificial to take advantage of Certificial's industry leading Certificate of Insurance issuance platform. With the real-time integration, you can setup your Certificial account to auto-respond to requests for COI's and automate the entire process.

“Through the collaboration with Momentum by NowCerts and Certificial, MIG has been able to push the boundaries of operational efficiency and deliver a superior level of service to our customers”
- Nate Marquardt, President of Marquee Insurance Group

Benefits of Integration

  • Allows Momentum Agencies, your Clients, and their Certificate Holders to share policy information in real-time - many requests can even be fully automated by turning on "Auto-Response"!
  • Automate renewals, with no need to send out Certificates of Insurance ever again
  • Notify Certificate Holders of changes to your Client's policy changes between renewals, including limit changes, effective dates, carrier ratings, and more

How to Sync Your Data

  1. Setup an Account on Certificial
  2. Log into Momentum AMP (by NowCerts)
  3. Expand the Miscellaneous tab on the left sidebar of Momentum and select Data Imports and Export
  4. Select Certificial
  5. Click Enable Certificial Integration
  6. That's it, your integration is on its way! Certificial will take care of the setup for your agency and reach out if they have any questions. Once the data flow begins, you'll get a confirmation email from Certificial.

    The integration is a complete data sync - connecting active commercial clients, policy details, plus Named Insured and Certificate Holder information.
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