Powering the Future: United in Momentum

This month, we are celebrating big moves and forward-thinking partnerships, starting with the exciting unification of TrustedChoice.com and Momentum AMP to elevate support for independent agents.

Be sure to catch the latest Momentum AMPlified Podcast, featuring special guests Zac Franz, Director of Partner Management at ePay Policy, and Reid Holzworth, Chief Executive Officer at IVANS Insurance Solutions, as they share insights on innovation in today’s insurance ecosystem.

We are also excited to spotlight our newest product, Edge, along with our done-for-you service from the Automation Center + CRM, built to help you streamline operations and grow with confidence. In addition, The AC + The Brokers gives independent agents free access to more than 70 carriers and MGAs, no long-term contracts, smarter strategies, better commissions, and performance-driven rewards.

As we head into Labor Day, remember that our Emergency Assistance Chat will remain active to provide timely assistance whenever it is needed.

Explore This Month’s Highlights:

• Introducing Momentum Edge
• The AC + The Brokers: A Smarter Network for Independent Agents
• Momentum AMPlified Podcast
• Featured Report
• CRM Just Got Smarter—And Easier
• Release Notes
• Real Reviews, Real Results

Product News

Welcome to the Next Chapter: Momentum Edge

Momentum has joined forces with TrustedChoice.com, uniting their digital referral engine with Momentum’s agency management platform to deliver more leads, visibility, and growth for independent agents.

Momentum Edge combines real-time, high-intent referrals with an SEO-powered online profile — connecting you with shoppers when it matters most.

Right now we are offering a free, four-month Momentum Edge trial to existing customers. 

How good are the referrals? Listen to the agent success stories

News and Partnerships

The AC + The Brokers: A Smarter Network for Independent Agents

With free access to over 70 carriers and MGAs, no long-term contracts, this next-gen network unlocks smarter strategies, better commissions, and performance-driven rewards.

Latest Podcasts

Insurance Technology AMPlified Podcast

A front-row look at how innovation and collaboration are transforming the future of modern insurance agencies.

Episode #13

Faster, Smarter, and Digital: 

How ePayPolicy is Reshaping Insurance Payments. 

Guest: Zac Franz

Episode #14

Modern Insurance Playbook: 

From clunky systems to smart workflows.

Guest: Reid Holzworth

Product Update

CRM Just Got Smarter—And Easier

Done For You (D4U) is a service offered by Momentum that removes the complexity and effort of managing automations and your CRM. Your agency gets a pre-built playbook of proven automations, workflows, and integrations — all set up and managed by us.

Highlighted Reports

This month in Peter's favorite report: Trends

Trends in Momentum AMS provides a rolling 12-month view of any report within the Agency Overview section. Instead of being tied to a calendar year, this feature continuously updates to always show the most recent 12 months of performance data.

By looking at Trends, you gain a clear picture of how your metrics are evolving over time — helping you quickly identify where your agency is starting to gain momentum or where performance may be falling behind.

Release Notes

Our development teams have been working hard at crafting releases designed to enhance your Momentum AMP experience. Explore the latest game-changing features and products below and set your agency up for success!

MomentumAMP Release Highlights – 08/21/2025

MomentumAMP Release Highlights – 07/24/2025