The integration imports your Commercial Insureds from Momentum to your Commercial Insureds in Sembley. It does not sync non-commercial clients.
| Momentum | Sembley |
|---|---|
| Commercial Name | Company Name |
| DBA | Doing Business As |
| AddressLine1, AddressLine2, State, City, ZipCode | Mailing Address |
| Website | Website |
| FEIN | FEIN |
| Cell Phone Number | Cell Phone Number and Secondary Phone Number |
| Fax | Fax |
| Naics | NAICS |
| SIC code | SIC code |
| Type of business | Entity type |
| Phone or Cell phone | Primary Phone Number |
The integration allows you to send Insureds from Sembley to Momentum.
| Momentum | Sembley |
|---|---|
| Commercial Name | Company Name |
| DBA | Doing Business As |
| AddressLine1, AddressLine2, State, City, ZipCode | Mailing Address |
| Website | Website |
| FEIN | FEIN |
| Fax | Fax |
| Cell Phone | Cell Phone |
| Momentum | Sembley |
|---|---|
| Full Name | Full Name |
| Cell Phone | Cell Phone |
| Cell Phone, Office Phone or Home Phone | Primary Phone Number |
| Cell Phone, Office Phone or Home Phone | Secondary Phone Number |
| Business Email or Personal Email | Email Address |
| Business Email or Personal Email | Secondary Email Address |
| Momentum | Sembley |
|---|---|
| Effective Date | Effective Date |
| Expiration Date | Expiration Date |
| Number | Policy Number |
| Total Premium | Total Premium |
| Carrier Name | Carrier Name |
| Line of Business | Line of Business. Momentum allows you to add multiple lines of business to a policy. We import the policy’s first listed line of business. |
| Momentum | Sembley |
|---|---|
| Loss Date | Date of Occurrence |
| Amount Paid | Amount Paid. Momentum allows you to list multiple amounts paid. We import the first listed amount paid. |
| Reported Date | Date of Claim |
| Status | Claim Open. We import whether the claim is open or closed. If it is neither open nor closed, we do not import the status. |
| Momentum | Sembley |
|---|---|
| Company Name | Name |
| Phone or Cell Phone | Phone Number |
| Fax | Fax |
| Address | Address |
| Loan Number | Reference or Loan Number |
| Additional Insured, Loss Payee, Mortgagee, Breach of Warranty, Co-owner, Owner, Leaseback Owner, Registrant, Lienholder, Trustee, Other | Interest |
| Momentum | Sembley |
|---|---|
| Address | Address |
| Description | Description |
| Building Number | Building Number |
| Location Number | Location Number |
| Description of Operations | Operations Description |
| Construction Type | Construction Type |
| Number of Stories | Number of Stories |
| Build Year | Year Built |
| City Limits | City Limits |
| Interest | Interest |
| Occupancy | Occupancy. We import either tenanted or vacant, but not the other options |
| Momentum | Sembley |
|---|---|
| VIN | VIN |
| Year | Year |
| Make | Make |
| Model | Model |
| Value | Cost New |
| Type | Body Type |
| Usage | Use. We import the Commercial and Personal options. |
| Deductible (Comprehensive) | Comprehensive or Specified Cause of Loss Deductible Amount |
| Deductible (Collision) | Collision Deductible Amount |
| Momentum | Sembley |
|---|---|
| First Name | First Name |
| Middle Name | Middle Name |
| Last Name | Last Name |
| Date of Birth | Date of Birth |
| Gender | Sex |
| License Number | License Number |
| License State | Licensed State |
| Marital Status Code | Marital Status. We import the following options: Single, Married, Divorced, Widowed, Separated, Domestic Partner (Unmarried), Civil Union / Registered Domestic Partner, Fiance or Fiancee, Unknown, Other |
| Hire Date | Hire Date |