AMS Integration: Momentum AMP (NowCerts)

Connect Broker Buddha AI to your NowCerts Momentum AMP system to automatically keep your insureds, contacts, addresses, and policies in sync. Once connected, BB AI performs a full import of your AMP data and refreshes it every 24 hours — giving you one up-to-date source of truth across both systems.

🖼️ [Image placeholder: Momentum AMP configuration page header showing the "Available" status badge and "NowCerts Momentum AMP integration" description.]

🔐 Who Can Use This

Only Account Owners and Billing Managers can connect, configure, or manage the Momentum AMP integration. Standard Users will not see the Integrations tab in Settings.

🧭 Getting to the Momentum AMP Integration

1. Click your avatar (top right) and choose Settings.
2. Select the Integrations tab.
3. Click the Available sub-tab.
4. Find the Momentum AMP card (labeled NowCerts Momentum AMP integration) and click Configure.

🖼️ [Image placeholder: Integrations → Available tab highlighting the Momentum AMP card with the Configure button.]

⚙️ How the Integration Works

Momentum AMP uses a Periodic Update Integration model:

• 📥 Initial Import — When you enable the integration, BB AI automatically imports all selected data types (insureds, contacts, locations, policies, etc.) so you have a complete copy of your AMP data in BB AI.
• 🔄 Daily Updates — After the initial import, BB AI performs a full import every 24 hours of all selected data types to keep BB AI in sync with Momentum AMP.

⚠️ Note: Each import is a complete import of all data, not an incremental update. This ensures data consistency and accuracy.

📋 Configuring Momentum AMP

Step 1 — Enter Your AMP Credentials

On the Configuration card, enter the following:

• AMP Environment — Choose one:
  • Production (api.nowcerts.com)  (default)
  • Staging  (for testing only)
• Username (required) — Your Momentum AMP login username.
• Password (required) — Your Momentum AMP login password.

🖼️ [Image placeholder: Configuration section showing AMP Environment dropdown, Username, and Password fields.]

Step 2 — Select Import Content Types

Choose which data types BB AI should import from AMP:

• ✅ Insureds (required — cannot be disabled)
• Contacts
• Addresses
• Policies & Markets

🖼️ [Image placeholder: Import Content Types section with the four toggles, Insureds locked on.]

Step 3 — Create Placements from Policies (Optional)

Toggle Create Placements from Policies on if you want BB AI to automatically create renewal placement opportunities for all imported policies expiring at least 30 days in the future.

Step 4 — Test & Enable

1. Click Test Connection to verify your credentials before going live.
2. Once the test succeeds, click Enable Integration to start the initial import.
3. Use Cancel to discard changes without saving.

🖼️ [Image placeholder: Action bar showing Cancel, Test Connection, and Enable Integration buttons.]

📥 Integration Capabilities

Momentum AMP supports periodic imports of the following from AMS:

Insureds, Contacts, Addresses, Policies

Use the Card View or Table View toggle to review the full data-type matrix. Each row is tagged with one of four statuses:

• ✅ Available and Live
• 🟡 Available from AMS but not live
• ⚪ Data not stored in system (n/a)
• ❌ Not available from AMS

Data types tracked for Momentum AMP include: Insureds, Insured contacts, Attachments, Markets, Underwriter Contacts, Policy Coverage, Policy Premium, ACORD Non-Scheduled Exposures, ACORD Scheduled Exposures (Locations, Premises, Hazards, Subjects of Insurance, Workers Comp, Commercial Vehicles, Drivers, Buildings), and Audit History.

🖼️ [Image placeholder: Integration Capabilities table (Card/Table View) showing data types across Import from AMS, Create in AMS, and Update in AMS columns.]

✨ Momentum AMP Integration Features

Leverage your AMP system data for enhanced productivity:

• Import clients, contacts, and locations from your AMP system.
• Upload signed BOR Letters or other documents to AMP in any folder.
• Access files in AMP for Market Submissions in BB AI.

🛠️ Setup Instructions

Connect to your NowCerts Momentum AMP system using your login credentials:

1. Verify that API access is enabled for your account.
2. Use your regular AMP login username and password.
3. Contact AMP Support if you encounter connection issues.

Helpful Links: AMP Support (linked on the configuration page).

🖼️ [Image placeholder: Setup Instructions card showing the three-step checklist and AMP Support link.]

📜 Integration History (After Activation)

Once the integration is active, click Import & History on the Momentum AMP card to open the Momentum AMP Integration History page.

What Gets Imported:

• Customers — Customer and address information
• Contacts — Additional contact persons and their information (optional)
• Locations — Just the customer record address
• Policies — Including markets and lines of business

Import Types:

• Daily Sync — Complete import of all data from Momentum AMP.
• On Demand Import — Lookup and import data when you need it. Refreshed nightly.

If the integration hasn't been configured yet, you'll see an "Integration Not Active" message reminding you that Momentum AMP must be configured and active before you can import data.

🖼️ [Image placeholder: Momentum AMP Integration History page showing the Active badge, What Gets Imported list, and Import Types section.]

💡 Best Practices

• 🧪 Always Test Connection first — It validates your credentials without triggering a full import.
• 🔐 Use a dedicated AMP user for the integration so audit logs clearly show which actions came from BB AI.
• 🗓️ Enable during off-hours if your AMP environment is large — the initial import pulls all selected data types at once.
• 🔁 Remember that daily syncs are full imports, not deltas — changes made only in BB AI (not AMP) may be overwritten on the next sync for synced fields.
• ✅ Leave Insureds on (it's required) and add Contacts, Addresses, and Policies & Markets based on how much of your workflow depends on AMP data.