This month, we’re celebrating big steps forward for independent agents. The spotlight is on the Momentum Edge live launch event, where you’ll see how TrustedChoice.com is evolving into a more powerful platform for visibility, opportunity, and growth. Alongside this industry-wide debut, our new webinar series will guide you through cross-selling and account rounding strategies using the Automation Center and CRM — helping you unlock revenue with ease.
You’ll also find ways to sharpen your skills and streamline your operations, from Momentum Rate office hours with Adam Kiefer to exploring the ePayPolicy + Momentum integration for faster invoicing and payments. Plus, our limited-time Momentum PRO offer makes it easier than ever to scale your team with confidence.
Together, these resources reflect one goal: giving agents the tools and support to grow stronger, smarter, and faster.
Momentum Edge Live: Discover the New Era for TrustedChoice.com
Momentum Edge is here — the next evolution of TrustedChoice.com. Join us for a special live event to see how Momentum Edge powers the independent agent channel with more visibility, more opportunity, and more growth.
In this live launch you’ll:
Discover how Momentum Edge supports the full agency lifecycle
See the Referral Panel in action inside Momentum AMS
Hear directly from Michael Lebor (President, Momentum AMP) and Chip Bacciocco (CEO, Momentum Edge)
For a limited time, get 2 free weeks when you sign a Full-Time PRO on a 3-month contract ($1,325 value). Renew for another 3 months, and we’ll also credit back your $600 onboarding fee — that’s up to $1,925 in savings. Hurry — this offer ends is for a limited time.
Cross-selling and account rounding are two of the most overlooked growth levers. In this webinar series, you’ll learn how to use Momentum’s Automation Center and CRM to filter clients, launch campaigns, and drive revenue — all with ease. No tech skills required. And if you’d rather not manage it yourself, see how our Done-For-You option takes the work off your hands so you can stay focused on selling more policies.
Join us on Oct 7 at 1 PM CDT to see how the ePayPolicy + Momentum integration makes invoicing and receivables seamless — from generating invoices to sending receipts. We’ll also share practical AI use cases to streamline workflows while keeping client data secure. ePayPolicy and Momentum customers who attend will receive a $15 Starbucks gift card.
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.
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!
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