"Your mind is a powerful thing. When you fill it with positive thoughts, your life will start to change."

- Anonymous 

                                    Summary

News and Partnerships - 

• The AC + The Brokers
• Momentum AMPlified Podcast - July
  

Product Overviews - 

• AMS Updates
• CRM
  
• PROs
• Roam

Real Reviews, Real Results

The Network Built for the Next Generation of Agencies 

As a Momentum user, you’re already ahead of the curve—running a modern agency, powered by data, automation, and smarter processes. But even the most forward-thinking agencies hit roadblocks when it comes to carrier access, compensation, and scaling efficiently. 

That’s where The AC + The Brokers comes in. 

We’re not your typical network. We’re the future of networks—built for ambitious, independent agents who want to grow their brand, on their terms, with real support behind the scenes. 

Here’s what sets us apart: 

Free to use platform 

The Brokers is our free-to-use platform with access to reputable carriers and MGAs with maximized commissions. 

Upgrade to The AC at no charge for 12 months and enjoy: 

No Old-School Contracts 

No long-term commitments. No exit fees. No red tape. Just fair, transparent partnerships that let you stay in control. 

Built for Scale 

Get access to over 70 national carriers and MGAs. Plus, our team works with you 1:1 to identify high-value opportunities and optimize your book. 

Smarter Support, Not Just More Carriers 

From vendor discounts to succession planning to operational strategy, we provide actionable guidance based on what’s actually working inside high-growth agencies right now. 

Bonus-Driven, Not Premium-Locked 

Big or small, every agency gets access to contingency bonuses and performance incentives—not just the ones already writing millions in premium. 

If you’re a Momentum user ready to level up your carrier access, revenue, and agency operations, The AC + The Brokers is built for you.  

Register for The Brokers now to see what the next generation of agency growth looks like. 

🎙️ 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.

This is more than a podcast; it’s a front-row seat to the future of insurance.
July Podcast Guests:
Chip Bacciocco and Zac Franz

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!

The Momentum CRM has completely revamped its offering to include some amazing new features. The two we want to highlight are:

• Re-built Integration with the Momentum AMS

• We are able to trigger actions in the CRM based on AMS data that lets you send extremely targeted messages to your AMS contacts
  
  

• CRM Fully Managed Programs (D4U)

1. This is designed to take the work of learning and operating the CRM off of an agent's plate
2. Agents can provide a wishlist of what they’re looking for, and our team will make it come to life

• Cross-selling
• Drip campaigns
• Google Reviews
• Renewals
• Claims

Why This Matters?

• A CRM has always been a confusing and intense piece of software for an agent to learn.
• Our D4U programs have removed the headache and learning curve on our CRM and now provide agents with a hands-free approach to sales

Click on this link to fill out our CRM wishlist form and schedule a call with our team!

Administrative tasks often pile up and slow your agency down.

With a Momentum PRO, you can offload repetitive work such as:

- Data entry and policy updates
- Certificate of insurance (COI) issuance
- Download processing and policy checking
- Email management and client follow-ups