"The superior man understands what is right; the inferior man understands what will sell."- Confucius
We are incredibly excited to announce that NowCerts is entering a new era. Even though we have cherished everything our organization has accomplished and represented over the past sixteen years, it is time to update our name to better reflect our current capabilities, products, and, most importantly, our vision for the future.
The NowCerts brand has stood the test of time and grown so much over the years, from our humble beginnings to the merger with Insurance Gig last year. And we have some exciting announcements to come over the next few weeks.
First up, from today forward, we will be known as Momentum AMP. What is with the AMP, you say? Itâs a concept and a vision. It is what we are and where we plan to stay. Gone are the days of siloed communication, systems, and workflows. From today on, everything is open and integrated into one amazing Agency Management Platform- Momentum AMP!!!
Now introducingâŚ
Happy Thanksgiving from Momentum AMP!
Please note our adjusted support hours for the holiday: Emergency Support: 7:00 AM - 5:00 PM EST on Thanksgiving and Black Friday. For non-urgent inquiries, you can always reach us at help@momentumAMP.com, and weâll get back to you as soon as possible.
One of the checks in Data Mismatch will let you check for policies in which the assigned Proper and CSR are different on the policy records from those assigned as primary on the Insured record.
Using this tool, you can also locate policies without an assigned agent. Before preparing commission reports, it is vital to ensure that all policies have correctly assigned producers.
In Peter's favorite reports section, we take a look at the Retention Ratio by Parent Carrier report.
The report defaults to the renewal activity in the prior month. However, the period can be adjusted for any month, YTD, etc.
Additional filters are available by Agent, CSR, and Agency Location/Business Unit.
Clicking on the "+" sign will allow the user to drill down into the list of individual policies.
The report breaks down the "lost business" into non-renewed and canceled policies.
The report provides separate sections and ratios based on the number of policies as well as based on the premium. This is very useful as premium retention is more significant than the number of policies.
Intake Form - Quick Auto Policy Form.
Interactive Reports Favorites - display the total number of available reports for the category. (if all reports in the given group are from the same category)
Ability to search for Origin [Not Assigned] - Insureds, Prospects.
Batch Action - Ability to change Origin from [Not Assigned].
Get ready to reach new heights with your AMS! Our development teams have been working hard at crafting releases designed to enhance your Momentum AMS experience and elevate your business. Explore the latest game-changing features below and set them up for success!
Discover Dialer-Phone system-Mass SMS
đłDialer supporting multiple agents / CSRs. Dynamic script generation based on the subject of the call. Task creation, SMS sending, pipeline placement based on call disposition
đExcellent reporting based on agent performance, closing ratio, and call success rates.
Check out this demo video of the Dialer-Phone system-Mass SMS functionalityhere.
đ Ready to see it in action? Schedule a demohere.
Our newest platform
simplifies and enhances lead generation, distribution, and management.
Whether generating leads, sharing them, or consolidating purchases from multiple vendors, LeadX is your all-in-one solution for growing your business.
đ§ Contact Steve Mohr for more information on this product.
Quote, Rate, and Bind all within your NowCerts AMS!
If you have direct appointments with any of the following carriers.
PremFi revolutionizes premium finance quoting by eliminating duplicate data entry and providing instant quotes. Agents save time and reduce errors with PremFi's no-data-entry premium finance solutions. It is fully integrated with your AMS and free for agents.
NC Pros:
â Cost-effective fully managed staffing solution at $15 per hour
â Fully trained Professionals in NowCerts AMS and insurance operations
â Comprehensive support for all types of insurance policies
â Increased efficiency and Productivity for insurance agencies
â We employ only the best â all highly-trained bi-lingual (Spanish/English) college graduates.
Seamless Integration with NowCerts at Your Fingertips
Experience the Ultimate Convenience in Agency Management - Anytime, Anywhere.
Read more about NC Roam here, and download the app today!
This Black Friday, weâre making your Momentum Toolbox even more powerful!
Get 2X the credits when you purchase additional tokens for just $10. Thatâs double the value for more tools, flexibility, and productivity! Donât waitâthis exclusive offer is only available for a limited time.
You're Invited!
Momentum Automation Center Demonstration Webinar
by Kayden Stephens
Join us for an in-depth webinar showcasing the Momentum Automation Center (Fusion). Learn how to streamline and automate your workflows with cutting-edge tools and features. This demonstration will cover key capabilities, real-time use cases, and how Fusion can enhance efficiency and productivity in your operations.
Momentum AMS training for new agencies covers all essential functions for a smooth transition. It includes managing prospects and clients, policy and task management, commission tracking, data imports, and the IVANS carrier download process. NowCertsâ Head of Training & Onboarding, Richard Rosenthal, will cover certificate management, custom fields, signatures, and PDF form setup. Users will learn to navigate billing, handle opportunities, and manage insureds, policies, and carrier relationships, ensuring compliance with agency procedures. This onboarding equips staff with the knowledge to operate effectively in the NowCerts system. Don't miss out â secure your spot now!
Momentum and Agave Pay, Inc. Partner to Transform Insurance Payment Processing! With Agave integrated into the PremFi platform, NowCerts agents can enjoy faster payment processing, improved cash flow, and seamless financial management for clients. This partnership reflects our ongoing mission to provide agents with the best tools to succeed.
We are really excited to share that Better Agency has officially chosen Momentum as their partnered Agency Management System! This partnership is a game-changer, and we couldnât be prouder to work with a team as incredible as Better Agency. Together, weâre helping agencies like yours run smoother, faster, and smarter.