Momentum AI goes live on April 1st, bringing the next wave of AI-powered efficiency to insurance agencies.
This is NOT a joke. AI is built to work alongside your team, making them faster and more effective.
✅ AI Support & Smart Workflows ✅ Automated Policy Management & Billing ✅ AI-Powered Calls & Customer Insights
Want to see what AI can do in your agency? Register for our April 2nd webinar!
We're thrilled to announce that Steve Anderson, industry thought leader, bestselling author of The Bezos Letters, and co-founder of Catalyit, has joined the team at Momentum AMP! His vision for tech-enabled agency growth aligns perfectly with our mission.
Steve is also launching Momentum AI for IAs, a free training module designed to integrate AI seamlessly into your agency.Equip your team with the tools to excel in the evolving landscape of AI in insurance. Register your team for this FREE training, and lead AI transformation for your team! Register here.
Unlock the Power of Independence with The Agency Collective
Date: April 22, 2025
Time: 2:00 PM ET
Featuring: Kenny Urbania, The Agency Collective & The Brokers
Are you an independent insurance broker looking for a way to access the most profitable carriers while maintaining full control of your business? Join us for an exclusive webinar featuring Kenny Urbania from The Agency Collective (The AC) & The Brokers, where we’ll dive into how The AC is revolutionizing opportunities for independent agents like you.
What You’ll Learn:
How The AC connects independent agents to top carriers without sacrificing autonomy
The strategic advantages of partnering with The AC—even without traditional network ties
The zero-cost benefits of joining: No Buy-In, No Costly Exit Clause, No Long-Term Non-Compete
Live Q&A with Kenny Urbania—get your questions answered in real time!
The AC provides the support, connections, and resources you need to thrive!
Momentum Partners with Sonant AI – The AI Receptionist for Insurance Agencies Read the Official Press Release here
Exclusive Momentum AMP Benefits:
Turn Calls into Revenue: Free your staff from routine calls, enabling them to focus on revenue-generating activities.
24/7 Personalized Client Service: Multilingual, human-like interactions with instant answers—no wait times for clients. • Waived Setup Fee: Enjoy zero setup costs on onboarding.
In-built Integration: Sonant AI will seamlessly integrate with Momentum AMP (Coming Soon!).
🎙️ If you haven’t listened to our second episode of Insurance Technology AMPlified yet, now’s the time!
Join us as we explore how innovation reshapes the landscape for agents and carriers alike. We sit down with Jeremy, the CEO of Sembley, who shares his journey from legal tech to insurance, highlighting the creation of a groundbreaking product that streamlines the process of handling Accord forms.
Don’t miss this must-listen conversation on future-proofing your agency for 2025 and beyond.
A new feature called Toggle/Fit columns is available on all main pages. It tidies up the display by adjusting column width dynamically to fit the data in the grid. Look for this symbol:
This month in Peter's favorite report: Customer Lifespan (Longevity).
In the Interactive Reports Center, search for the "Customer lifespan/longevity" report. The report displays a distribution of still active clients by the number of years they have been continuously active with your agency.
Click on the number to see a list of these clients. Use Momentum CRM to send them a Thank you note! (and maybe some cookies. AI has not been thought to bake cookies, yet).
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!
Introducing Renewal Agent: Effortless Renewals, More Business
Renewal Agent is now live in MomentumRate, giving agents the ability to automatically generate real, non-binding, non-blocking quotes based on carrier appetite.
Seamlessly integrated into the Renewal Center workflow, Renewal Agent ensures you always have renewal options ready without manual work.
✅ Save time – Get instant, system-generated quotes with zero manual entry ✅ Stay in control – Review pre-generated options without being locked in ✅ Boost efficiency – Focus on writing new business while automated renewals handle the rest
And the best part? Renewal Agent is completely free with MomentumRate.
Stop chasing renewal quotes—let MomentumRate do the busy work while you focus on what matters most.
Tired of chasing cold leads? What if they came to you instead? With a membership course, you can attract high-intent prospects, position yourself as an industry expert, and generate leads on autopilot—all while providing real value to potential clients!
✅ Educate potential clients on life, health, home, or business insurance ✅ Capture leads 24/7 with a self-running course ✅ Build trust and credibility before the sales conversation even starts ✅ Automate follow-ups and convert more leads into clients
Momentum AMP (NowCerts, Inc.), 3492 Long Prairie Rd Suite 150, Flower Mound, TX 75022, (801) 999-0550
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