REST & OData · .NET 9 · OpenAPI 3.0

Build on the Insurance Agency
Management Platform

Integrate with the Momentum AMP ecosystem using our comprehensive REST and OData API. Manage policies, claims, customers, documents and more — all from a single, secure interface.

120+
REST Endpoints
50+
OData Queries
15+
Integrations
JWT
Authentication
Core Capabilities

Everything You Need to Manage Insurance Operations

A full-featured API covering every aspect of agency management — from policy lifecycle to claims and payments.

📋

Policy & Quote Management

Create, update, and manage insurance policies and quotes. Handle endorsements, cancellations, renewals, coverages, and additional insureds across all lines of business.

👥

Customer Management

Full insured and prospect lifecycle management with bulk import, custom fields, tags, contacts, and comprehensive search across name, phone, email, and address.

📁

Claims Processing

Process auto, property, workers' compensation, general liability, medical, and other claim types with OData-powered advanced querying and filtering.

📜

Certificates of Insurance

Issue, approve, and manage Certificates of Insurance. Track certificate holders, manage status workflows, and automate COI distribution.

💳

Payments & Billing

Handle receipts, quick payments, and payment link generation. Full Stripe integration for product purchases, subscriptions, and transaction history.

📤

Document Storage

Upload and manage files at insured, policy, note, and opportunity levels. AWS S3-backed storage with folder management and direct URL access.

📱

SMS & Messaging

Send individual and mass SMS messages via Twilio. Subscribe to inbound message webhooks for real-time two-way communication with clients.

🔗

Webhooks & Events

Configure webhook URLs to receive real-time event notifications. Integrate with Zapier, RabbitMQ message queues, and third-party platforms.

🚗

Vehicle & Property

Manage insured vehicles, properties, drivers, equipment, motor trucks, and watercraft. Bulk operations supported for large fleet and property portfolios.

API Categories

Comprehensive Endpoint Coverage

Organized into logical domains, our API gives you programmatic access to every core function of the Momentum AMP platform.

🔑

Authentication

Token, Refresh
👥

Customers & Insureds

Search, Insert, Bulk Import
📋

Policies & Quotes

CRUD, Endorsements, Coverages
📁

Claims

Auto, Property, WC, GL, Medical
🚗

Vehicles & Drivers

Fleet Management, Bulk Ops
🏠

Properties

Buildings, Flood, Accord 80
📜

Certificates

COI Holders, Send, Approve
💳

Payments & Receipts

Quick Pay, Stripe, Links
📱

SMS Messaging

Send, Mass Send, Webhooks
📂

Files & Documents

Upload, Folders, S3 URLs

Tasks & Notes

Create, Update, Archive
🏢

Agents & Agencies

Agent Mgmt, Locations, Tags
📊

Service Requests

Add/Remove Driver, Address
📈

Endorsements

Fees, Commissions, Payables
🔄

Data Import

CSV, XML, JSON, Quote Apps
⚙️

Custom Fields & Panels

Extensible Data Model
Quick Start

Up and Running in Minutes

Authenticate with your credentials, receive a JWT token, and start making API calls immediately. Our standard REST patterns and consistent response format make integration straightforward.

  1. 1 Get your credentials — Use your Momentum AMP username and password
  2. 2 Request a token — POST to api/token with your credentials
  3. 3 Make API calls — Include the JWT token in your Authorization header
  4. 4 Refresh when needed — Use the refresh token endpoint to stay authenticated
authentication.sh
# Step 1: Obtain an access token
curl -X POST https://api.momentumamp.com/api/token \
  -H "Content-Type: application/json" \
  -d '{
    "userName": "your@email.com",
    "password": "your-password"
  }'

# Response:
# {
#   "token": "eyJhbGciOiJIUzI1NiIs...",
#   "refreshToken": "dGhpcyBpcyBh..."
# }

# Step 2: Use the token for API calls
curl -X POST https://api.momentumamp.com/api/Customers/GetCustomersList \
  -H "Authorization: Bearer eyJhbGciOiJIUzI1NiIs..." \
  -H "Content-Type: application/json" \
  -d '{
    "name": "John",
    "paging": { "pageNumber": 1, "pageSize": 25 }
  }'

# Step 3: Refresh your token when it expires
curl -X POST https://api.momentumamp.com/api/token/refresh \
  -H "Content-Type: application/json" \
  -d '{
    "refreshToken": "dGhpcyBpcyBh..."
  }'
Security

Secure Authentication

Industry-standard JWT bearer token authentication to secure your API integrations.

Standard

Username & Password

Authenticate with your Momentum AMP credentials to receive an access token and refresh token pair. Ideal for server-to-server integrations.

Refresh

Token Refresh

Use refresh tokens to obtain new access tokens without re-authenticating. Maintain long-lived sessions securely.

Advanced Querying

Powerful OData v4 Support

Use standard OData query parameters to filter, sort, paginate, and expand data across 50+ queryable entities.

Query Your Way

OData endpoints support $filter, $orderby, $top, $skip, $select, $expand, and $count — giving you full control over the data you retrieve.

  1. Filter$filter=status eq 'Active'
  2. Sort$orderby=createdDate desc
  3. Paginate$top=25&$skip=50
  4. Select$select=name,email,phone
odata-examples.sh
# Query active policies with OData filtering
curl "https://api.momentumamp.com/api/odata/PolicyDetail?\
$filter=status eq 'Active'&\
$orderby=effectiveDate desc&\
$top=25" \
  -H "Authorization: Bearer {token}"

# Search claims by type
curl "https://api.momentumamp.com/api/odata/ClaimList?\
$filter=claimType eq 'Auto'&\
$select=claimNumber,insuredName,status" \
  -H "Authorization: Bearer {token}"

# Get customer list with count
curl "https://api.momentumamp.com/api/odata/CustomersList?\
$count=true&$top=50" \
  -H "Authorization: Bearer {token}"
PolicyDetail CustomersList ClaimList CertificateHolder DriverList TaskList AgentList Property PolicyEndorsement CarrierDetail AgencyKPI WorkersCompensation ServiceRequests UserList TagsList +35 more
Ecosystem

Built-In Integrations

Connect with the tools and platforms your agency already uses. Our API supports webhooks, message queues, and direct integrations.

💬 Twilio SMS
💳 Stripe Payments
☁️ AWS S3 Storage
🐇 RabbitMQ
⚡ Zapier
✍️ RabbitSign E-Signature
🏦 IVANS
🌎 Nationwide
📧 QuoteRush
📊 Agency Revolution
📝 CloudIT
🔍 Elasticsearch
Coverage

All Lines of Business Supported

Manage every insurance line your agency handles through a single, unified API.

Commercial Auto Personal Auto Homeowners Renters Commercial General Liability Professional Liability Workers' Compensation Life Insurance Group Health Surety Bonds Watercraft Motorcycle RV Flood Motor Truck Cargo

Ready to Integrate?

Explore our interactive API documentation with request/response examples, schema definitions, and try-it-out functionality.

Open API Reference →