Ready to migrate your data to Momentum AMS? Complete this form to authorize us to convert and import your agency data.
⚠️ Important: Only submit this form once you have possession of your data from your previous AMS provider.
Included in your Data Import ($1,000):
✓ Insureds & Prospects
✓ Policies
✓ Carriers (NAIC)
✓ MGAs (Underwriters)
✓ Drivers & Vehicles
✓ Insured Contacts
✓ Certificate Holders
✓ Notes
✓ Files & Attachments (attached to Insured/Policy)
✓ Policy Coverage & Limits (Personal & Commercial Lines)
✓ Insured Items (CL/Application rating info: GL, WC, Property, Inland Marine, etc.)
Additional Fees May Apply:
Large file volumes (e.g., 100,000+ files)
Non-standard proprietary formats (beyond Excel, CSV, SQL, or Access)
TAM (dBase) conversions require a custom quote
Data Accuracy:
Data conversion achieves high accuracy, but is not 100% perfect
Some data may be lost, duplicated, or misdirected during conversion
It is the agency's responsibility to verify all converted data for accuracy
We work collaboratively with you to ensure the most accurate transfer possible
Timeline & Process:
Standard service: up to 4 weeks; Expedited: approximately 1 week
Timeline is an estimate and may vary based on data complexity
Custom data formats may require additional time
Data Entry Restrictions During Import:
Do not initiate carrier downloads from IVANS during import processing
Do not manually import data while your request is processing
Data entered during import may affect the integrity of the final import
Contact your onboarding specialist before making any changes
Payment Terms:
All data conversion fees are non-refundable
Payment is charged upon form submission
Any additional fees (for non-standard formats or large file volumes) will be charged to your payment account upon completion
Receipt will be emailed when the final balance is paid
Additional charges:
Salesforce imports may require a longer completion time due to additional operations
Multiple imports will incur additional costs per import
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