Our two-way integration with Momentum enables you to share your insureds, their insured items and their forms and signed documents both ways between Sembley to Momentum.
Limits on Data Shared
Our Momentum integration shares the core client details that Sembley needs to keep your submissions and renewals aligned with Momentum. However, this integration is not a full data migration tool.
Certain fields in Sembley have no direct one-to-one match in Momentum—or vice versa—so we focus on bringing over the most essential data points to ensure a consistent experience in both platforms.
View our Data Sharing Documentation for a complete overview of what is and isn’t imported.
Activate Your Integration
To activate the Momentum integration:
Head over to Sembley’s integrations page
Locate the Momentum card and click on the "Activate" button. 🔗
Enter your Momentum username and password
Click "Save"
Import a Client
Our Momentum integration allows you to import any specific insured directly from Momentum into Sembley by searching for them when you create a new submission.
To import a specific insured from Momentum into Sembley:
Navigate to the Insureds page
Click Import
Click “Import from Momentum”
Type the insured’s name and select it from the dropdown
When importing from Momentum, you can select the "Import all policies and insured items" checkbox. Selecting this box triggers a background job that captures a complete snapshot of the insured entity, including all available Policies, Premises, Vehicles, Drivers, Claims, Interests, and Contacts.
Note: This feature uses non-destructive logic. It will only populate empty fields in Sembley and will never overwrite or change any information you have already entered manually.
Import multiple clients
To import multiple clients from Momentum, open Import from Momentum and select the Bulk import tab. This is separate from Find insured, which imports one client, and the Import all policies and insured items checkbox, which imports related data for one selected client.
Click Start to import up to 2,000 insureds that have not already been imported into Sembley. The import includes the insured’s details, addresses, contacts, and insurance policies. For Momentum accounts with more than 2,000 insureds remaining, start another bulk import after the current one finishes.
The import runs in the background and may take up to 24 hours. Imports started during business hours are scheduled to run between 9 PM and 6 AM ET. You can continue working in Sembley while it runs.
Only one bulk import can run at a time. The modal displays the last completed import, and the account owner receives an email showing how many insureds were imported and how many failed.
Import Records
Our Momentum integration enables you to import your insureds’ records, (like Claims, Premises, Vehicles, etc.) from Momentum into Sembley. To import these records into Sembley:
Create or navigate to any submission for the insured in Sembley
Navigate to the table that you want to import the records into
Click on the "Momentum Import" button. A dialog will appear, displaying all available Momentum records
Select the records that you want to import and click the "Import" button. You will see the records added into your table in Sembley ✅
Send Leads and Insureds to Momentum
If you're using our Custom Intakes to create leads in Sembley, you may want to send those leads to Momentum once they've become clients. To send leads and insureds to Momentum:
Navigate to your Insureds tab
Click the ellipsis button next to each Lead or Insured to open the Actions Menu
Click "Send to Momentum"
Sync Updates to Insureds in Sembley and Momentum
You may want to either import data about an Insured from Momentum or send data about the Insured from Sembley to Momentum. Here's how you do it:
Navigate to the Insured's Profile
Click the Momentum icon next to the Insured's name
If the Insured isn't already synced with a Insured in Momentum, we'll suggest some options or you can search your Momentum Insureds manually
Send Forms to Momentum
Our Momentum integration allows you to send ACORDs and supplements from Sembley into Momentum. To do send forms to Momentum:
Click the “Send forms to Momentum” buttton.
Select the forms you want to send.
Select the policy folder you want to send your forms (this is optional, by default the files will upload to the insured’s root folder)
Click on the “Send” button
Sign and Return Momentum Documents
Our Momentum integration works with Sembley Sign, so you can sign your Momentum documents, send them out for client signature and then send back the signed packet to Momentum.
Import Momentum Documents into Sembley Sign
In order to import your documents from Momentum into Sembley Sign:
Create a Signature Packet
Click "Momentum Import"
Send Signed Packets to Momentum
In order to send the signed packet to Momentum:
Navigate to your Signature Packets page
Click on the three vertical dots next to the signature packet that you want to send to Momentum
Click "Send to Momentum"
