MomentumGPT: New Features Now Live! Last month, we launched MomentumGPT, ushering in a new era of AI-powered efficiency for insurance agencies. Designed to work alongside your team, MomentumGPT has already started transforming workflows with AI-driven support, smart workflows, and automated customer insights. Now, we're excited to roll out two powerful new features to make your operations even smoother: ➔ Insert Insured/Prospect into AMS: MomentumGPT can now instantly add insureds or prospects directly into your AMS, reducing manual data entry and improving accuracy. ➔ Search Vehicles from AMS using Insured or VIN: Quickly find vehicle information by providing either an insured’s name or a VIN. MomentumGPT will retrieve the details from your AMS in just seconds. These enhancements are just the beginning — we're committed to continually expanding MomentumGPT's capabilities to help your agency work faster, smarter, and better.
Lead the AI Transformation in Your Agency!
We’re thrilled to share more exciting news — Steve Anderson, renowned industry thought leader, bestselling author of The Bezos Letters, and co-founder of Catalyit, has officially joined the Momentum AMP team!
Steve’s passion for tech-driven agency growth aligns perfectly with our mission to empower agencies through smart innovation.
As part of this collaboration, Steve is launching Momentum AI for IAs — a FREE training module crafted specifically to help independent agencies integrate AI into their everyday workflows. This program is designed to equip your team with the knowledge and tools they need to thrive in the evolving insurance landscape.
🎙️ If you haven’t listened to our newest episode of Insurance Technology AMPlified yet, now’s the time!
Discover how innovation is transforming the insurance ecosystem.
In this episode, we sit down with Ryan Hanley, CEO of Linqura, to hear his insights on bridging technology and insurance. Ryan shares his journey, the vision behind Linqura, and how they're revolutionizing how agencies and carriers connect and collaborate.
Don't miss this powerful conversation about future-proofing your agency for 2025 and beyond — and why smart connectivity is the key to thriving in the next era of insurance.
Redefining the Modern Agency Experience. In Episode Five, we’re joined by Bradley Flowers, Founder of Portal Insurance, to talk about what it really takes to build a modern, customer-centric agency from the ground up. Bradley shares the story behind Portal, lessons from scaling with transparency, and how embracing content, culture, and technology is shaping the future of independent agencies.
Tune in for a fresh take on how to lead with authenticity, stay ahead of industry shifts, and create an agency that stands the test of time.
A tsunami is coming, and you had better be on board or you will be left behind.
Luckily, the AI team at Momentum has your back. We do all the research and launch AI tools to keep you well ahead of the competition.
One such tool located in the Momentum AI center is the Document Scan.
There, you will find a variety of practical applications, from summarizing policy coverage, limits, and exclusions information to comparing quotes to find the best fit for your client.
One interesting and time-saving application is scanning a dec page, an Acord form, or even an invoice and creating the Prospect/Insured and Quote/Policy records in Momentum without typing the information. The AI will parse the document, find the relevant information, and enter the record into the AMS. It will even enter the premium, fees, and taxes. Huge time-saver!
Give it a try.
This month in Peter's favorite report: Month vs Month Comparison overview.
For this edition, I would like to highlight one of our new reports, which will undoubtedly become a crowd favorite: the Month-vs-Month Comparison overview.
This summary style report compares two months to the key Book of Business metrics.
The two most common uses are to compare the current month to the prior month or last month to the same month of the previous year.
The report is located in the Agency Overview dashboard. Please review it and let us know what you think.
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 and products below and set your agency up for success!
Momentum Rate: A Smoother, Smarter Way to Quote
This month, we’ve made even more progress toward helping agents quote, bind, and manage business without the usual friction.
With Momentum Rate fully integrated into your AMS, you can now push and pull data seamlessly, eliminating duplicate entry, reducing errors, and cutting down the time it takes to go from opportunity to quote. No more bouncing between platforms. No more rekeying the same information over and over.
You can:
• Get real, bindable quotes from multiple carriers • Instantly update and store quote data directly in your AMS • Simplify your workflow and stay focused on your clients
We are hard at work right now to support personal lines for your agency soon!
We’re building the tools that work the way you do—fast, connected, and flexible.
Ready to see what Momentum Rate can do? Let us show you.
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