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How to Access Your Momentum (Formerly NowCerts) Account through Better Agency

You can open a contact or policy in Momentum (formerly NowCerts) instantly once your single sign-on integration with Better Agency is complete. Follow these steps to get started:

Step 1: Ensure Your Integration is Complete

  1. Look for the "Forward Arrow" icon in Better Agency.
    • If the icon is clickable, your integration is set up and ready to use!

💡 Pro Tip: If you experience issues opening a contact, try using a contact that has basic information (like a name, email, or phone number). Some contacts with incomplete details may not sync properly.

Step 2: Set Up Your Account for the First Time

  1. The first time you attempt to open a contact or policy in Momentum, you will be prompted to set up your Momentum user account. 
  2. Follow the setup instructions, and you’ll only need to do this step once.

Note: you may still see the NowCerts logo when using the integration from inside of Better Agency. 

Step 3: Start Using Your Momentum Account

  1. Look for Momentum Buttons and options throughout your Better Agency account.
  2. These buttons will allow you to quickly jump to related Momentum contacts or policies for seamless access.

Note: you may still see the NowCerts logo when using the integration from inside of Better Agency. 

With your Momentum integration complete, managing contacts and policies is faster and more efficient than ever!