Momentum AMS integration
Insurance AMS with AI Automation & Client Engagement Tools.
What your agents can do with Momentum AMS
2 pre-built Momentum AMS tool steps, ready to drop into any agent. Anything they do not cover, an agent can reach with an authenticated API call.
Actions (2)
Insert Note
Insert note.
Get Client
Get data for the client with the specified ID.
Set up Momentum AMS in Relevance AI
Do this once. Every agent in your workspace can then use the connection.
Create a Relevance AI account
Sign in, or create a free account. You do not need to be a developer to set this up.
Connect your Momentum AMS account
In Relevance AI, open Integrations and add Momentum AMS. You will be sent to Momentum AMS to sign in and approve access, and the connection is stored against your workspace.
Use Momentum AMS in an agent
Create a tool, add a Momentum AMS tool step, and connect it to an agent. The agent fills in the step's inputs each time it runs.
Put Momentum AMS to work in your agents
Connect Momentum AMS alongside 1,800+ other integrations and let your agents run the busywork.