"Some people want it to happen, some wish it would happen, others make it happen."

- Michael Jordan

                                    Summary

News and Partnerships - 

• TrustedChoice.com & Momentum AMP
• Momentum AI for IAs
• Momentum AMPlified Podcast - June
• The Agency Collective and The Brokers

Product Overviews - 

• AMS Updates
• MAPS
• Rate
• PremFi
• Roam

Real Reviews, Real Results

TrustedChoice.com and Momentum AMP Unite to Power the Future of Independent Agents

We’re thrilled to welcome TrustedChoice.com to the Momentum AMP family! This powerful partnership marks a major step forward in transforming how independent agents succeed.

Together, we’re redefining what’s possible for lead generation, lifecycle visibility, and AI-powered tools, all on one seamless and unified platform. Stay tuned as we set a new standard for empowering agents with smarter solutions and stronger connections.

We’re wrapping up the final week of our AI Tools You’ll Actually Use: A 6-Week Guide for Insurance Pros.

This exclusive training has been helping independent agents like you harness the power of AI, with cutting-edge tools, to grow your book, save time, and better serve clients.

If you haven’t joined yet, there’s still time to catch up and take advantage of everything we’ve covered.

You can:

✅ Join live via webinar
Register here: Momentum Live Webinar.
Attend this week’s session, ask questions, and connect with fellow agents in real-time.

✅ Watch on your own schedule
Prefer to go at your own pace?

Get on-demand access to all sessions here: Momentum University.

🎙️ 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.

Insurance is at a turning point. Insurance Technology AMPlified explores how technology reshapes agencies, leadership, and growth strategies.

Each episode offers sharp insights from industry leaders on topics ranging from tackling digital challenges to unlocking the power of AI in underwriting. We explore how collaboration and collective models are driving success, creating a future where agility and expertise define the modern insurance agency.

On the latest episode of Insurance Technology AMPlified, we sat down with Peter Teresi, CEO and Co-Founder of Certificial, to talk about how they’re completely rethinking certificate management.

Pete brings a tech-forward mindset to the insurance space, and we dive into how Certificial is helping agents, carriers, and partners move from slow, manual COIs to real-time, connected solutions.

We talk about the pain points everyone knows too well, what “smart COIs” actually are, and how building a more connected ecosystem is the future of our industry. If you're ready for better workflows and fewer COI headaches, give this one a listen.

Unlock Hidden Revenue: New Partnership with The Agency Collective and The Brokers 

We’re excited to announce a new partnership between Momentum and The Agency Collective and The Brokers, created to help independent agents like you access exclusive carriers, boost revenue, and grow your book—faster and with less friction. 

If you're a Momentum user looking to partner with a network, this is your opportunity to join a community of like-minded industry professionals to assist in growing your agency through increased compensation and revenue-generating bonus opportunities.

What’s In It for You? 

• Free to use platform with The Brokers 

• National Admitted Access with Increased Revenue Opportunities included with your 12 Months Free use of The AC Platform 

• Access to over 70 Carriers and MGAs 

• Contingency Bonus opportunities for books of all premium sizes 

• One on one Book of Business Consultation  

• Vendor tools to help you cut costs and run smarter
  

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!

Welcome to the Future of Agency Operations: Introducing Momentum MAPS

Insurance agencies today face relentless pressure: from rising operational costs to evolving tech demands and talent shortages. It's time for a bold, integrated solution.

Introducing Momentum MAPS (Managed & Professional Services) — the industry’s most comprehensive framework for transforming agency operations. Built on our proprietary Momentum Process Model and Agency Evolution Framework, MAPS helps agencies evolve from Emerging to Optimized states across people, process, and technology.

💡 What’s Inside MAPS:

•Momentum Diagnostic – Free, holistic snapshot of your agency’s current health
•Momentum Roadmap – Your strategic, data-driven plan to grow
•Optimize – Hands-on improvements, done right
•Managed Services – Scalable, outsourced support to promote growth
MAPS enables transformation at your pace. Let’s reshape the future of insurance operations—together.

Now, Quoting Coalition & Great American on Momentum Rate

We’re excited to welcome two strong additions to the Momentum Rate platform: Coalition and Great American Insurance Group.

Coalition, the world’s first Active Insurance provider, offers leading cyber coverage backed by proactive risk tools to help prevent digital threats before they happen. Their policyholders experience significantly fewer claims, thanks to real-time risk insights and expert remediation support.

Great American brings a trusted name in commercial insurance, with a strong appetite across key business classes and broad state availability. Their fast, consistent quoting makes it easier than ever to find the right coverage for your clients.

Both carriers are now live on Momentum Rate, making your quoting process smarter, faster, and more competitive.

Looking for a Quick and Easy Way to Offer More Flexible Payment Options to Your Clients?

At Momentum, we believe great service starts with the right tools. That’s why Momentum PremFi is designed to give you seamless access to premium finance options—directly within your AMS.

No extra platforms. No duplicate data entry. Just fast, flexible payment solutions that help your clients manage their coverage more affordably—while you save time and streamline your operations.

Momentum PremFi makes it simple to offer smarter financing at the point of quote, so you can focus on what matters: strengthening client relationships and closing more business.