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What agents use it for

• Pull data out of forms and documents
• Manage clients and policies in one system (AMS/CRM)
• Summarize monthly agency numbers

Example prompt

In Momentum AMS, use Momentum AI's Document Scan to pull the data off an ACORD form or a commission statement into the record instead of retyping it. Check each extracted field against the document before you save.

Example prompt

Run clients and policies in Momentum AMS and set up the standardized fields and tags from this task. Use Momentum AI's Data Discovery to find records by asking in plain English (for example: 'show home and auto clients with no umbrella policy'), and ask the Report Assistant to build your weekly data-hygiene report. Review the results before you change any records.

Example prompt

Ask Momentum AI's Report Assistant for the report you need, for example: 'new business, renewals, cancellations and written premium by month for the last 6 months.' On an Interactive Report, open the AI Analyzer for a summary, then give it a custom prompt: 'Write a one-page summary of the trends and 3 action items.' Check the figures against the report before you share it.

Fill in the placeholders, then review the output for accuracy and compliance before you use it.

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