Features & Quick Stats
Key Features
-
All-in-One Insurance Agency Platform
-
AI-Powered Automation
-
Built-In CRM for Insurance Agencies
-
Smart Lead Capture & Nurture Campaigns
-
Automated Workflows & Task Management
-
AMS Integrations
-
Data Analytics & Performance Dashboards
-
Email & SMS Marketing Automation
-
AI Content & Campaign Generation
-
Pipeline & Sales Management Tools
-
Client Communication Automation
-
Training & Onboarding Programs
-
Customizable Agency Growth Systems
-
Secure Cloud-Based Infrastructure
Core Business
By consolidating CRM, automation, quoting, policy management, analytics, and communications into a single unified platform, Momentum AMP eliminates operational silos and creates a central system of record for agencies. This centralized infrastructure enables partners to integrate once and impact multiple areas of the agency lifecycle.
How Momentum AMP Helps Independent Agents & Brokers
Momentum AMP helps independent agents grow and streamline their agencies with one all-in-one insurance platform. We combine an AI-powered platform, built-in CRM, automation, and performance tracking to eliminate disconnected tools and manual processes.
Agencies generate more leads through automated campaigns, convert more opportunities with structured pipeline management, and improve retention with consistent client communication workflows. Real-time dashboards and AMS integrations provide visibility into producer performance and agency growth.
With industry-leading insurance AI and hands-on training, Momentum AMP gives agencies the systems, automation, and strategy they need to scale efficiently and profitably.
Integrations
AI Capabilities
Momentum AMP’s AI is built specifically for insurance agencies to automate workflows, improve client engagement, and drive smarter growth decisions. It powers marketing automation, lead routing and scoring, content generation, and communication workflows across email, SMS, chat, and voice.
The AI reduces manual work by automating repetitive tasks such as follow-ups, reminders, renewals, and internal processes. It helps agencies respond to leads faster through intelligent routing and prioritization, improving close rates and producer efficiency. Built-in AI tools also assist with generating marketing content and campaign messaging tailored to insurance audiences.
On the operational side, the platform analyzes agency performance data to provide actionable insights, helping leadership track producer activity, identify growth opportunities, and optimize results. With AI embedded throughout marketing, sales, and service workflows, Momentum AMP enables independent agents and brokers to operate more efficiently, increase retention, and scale with confidence.
Partnerships
Certifications & Awards
-
Important company certifications: Momentum has achieved SOC 2 Type II compliance, demonstrating its commitment to strong data protection, system security, availability, and confidentiality controls.
-
Relevant industry awards or distinctions: Momentum (formerly NowCerts) is recognized as the fourth-largest agency management system (AMS) provider in the U.S., reflecting strong market presence and adoption among independent agencies.
Subscriber Deals
We’re happy to offer a discounted package that includes complimentary user access, a one-month free trial, and free training to ensure a smooth onboarding experience.
Family of Products
(NEW) InsuranceAgency.AI - AI-Powered Management Platform for Insurance Agencies
- Momentum AMS - Agency Management System
- Momentum MAC+CRM - Marketing Automation & Customer Relationship Management
- Momentum PremFi - Premium Finance
- Momentum Rate - Commercial Lines Quoting
View all Momentum AMP Solutions
Product Reviews
Momentum AMP Videos
.png)
Stand Out or Fall Behind: The New Standard for Modern Agencies
What Happens When AI Becomes Your Smartest Team Member?
Momentum AMP Product Spotlight
Reimagining Agency Success: The Evolution from AMS to AMP
Momentum RATE! Demo
Catalyit Coffee Chat with Momentum by NowCerts
Momentum AMP Resources
How Tariffs Could Impact Tech in Independent Insurance Agencies
Product FAQs
Agency Management System
AMS-Suspense/follow-up tracking?
Yes
AMS-Avg number of users per agency
6-10 users
AMS-Electronic signature feature offered as add-on or through third party
Through an integrated partner/third party
AMS-Direct bill commission download available?
Yes
AMS-Electronic signature integration?
Yes, through add-on/third party
AMS-Track all user activity?
Yes
AMS-Purge customer data/documents?
Yes
AMS-User customize views for "my" policies?
Yes
AMS-Employee time tracking available?
Yes
AMS-Personal downloads available?
Yes
AMS-Custom proposal module?
Yes
AMS-Location/mapping integration?
Yes
AMS-Support real-time interface for claim inquiries?
No
AMS-Ability to import schedules?
Yes
AMS-Comparative quoting/rating systems integrations
TurboRater, PL Rating, Applied Rater/Semcat, QuoteRush, plus various CL Raters/online MGAs.
AMS-Agency/employee license tracking available?
Yes
AMS-Dashboard feature included?
Yes
AMS-Marketing capabilities native/add-ons/through third party
As an add-on
AMS-Integrate with comparative quoting/rating systems?
Yes
AMS-Tools available for customer self-service
[Client issue certificates, Client portal, Fax integration, eSignature integration]
AMS-Split/merge customers?
Yes
AMS-Task management?
Yes
AMS-Commercial downloads available?
Yes
AMS-Boolean searches of data?
Yes
AMS-Open documented API?
Yes
AMS-Track claim activity?
Yes
AMS-System support provided
[Support by email, Support by live chat, Support by phone, Training in-person, Training using videos, Training by person virtually, Active user group, On screen help]
AMS-Support claim download?
Yes
AMS-Accounting integrated?
Yes, native
AMS-Split/merge policies between customers?
Yes
AMS-All data fields available for reporting?
Yes
AMS-Software/platform access
[Native Browser Based]
AMS-Reporting on activity data?
Yes
AMS-Document creation capability?
Proprietary word processing
AMS-Document management/scanning features available?
[Drag and drop file attachment, Global document search capability]
AMS-Reporting capabilities
[Commission payable reports, Commission receivable reports, Export reports to Excel, Production level reporting, Marketing campaign reports, New business reports, Sales production by employee, X-date reports]
AMS-Agency procedures available in system?
Yes
AMS-Fillable ACORD forms?
Yes
AMS-Marketing capabilities
[Automated marketing campaign management, Newsletter generation and distribution, Sales pipeline management, Survey generation distribution, Dashboard specific to marketing and sales, Risk surveys, Social platform management, Referral management]
AMS-Data sources available for document merging
[Contact, Policy, Coverage, Accounting]
AMS-Dashboard customizable by agency role?
Yes
AMS-SMS/Texting integrated?
Yes, native
AMS-Scanning/attaching to client file capability?
Yes
AMS-Policy processing workflows?
Yes
AMS-Automatic renewal processing available?
Yes
AMS-Dashboard alert of items past due?
Yes
AMS-Custom activity tracking?
Yes
AMS-System security by role/function?
Yes
AMS-Carrier submission management available?
Yes
AMS-Fax integration?
Yes, native
AMS-VOIP integration?
Yes, through add-on/third party
AMS-Custom form capabilities?
Yes
AMS-Microsoft 365 integration
[Email, Calendar]
AMS-Reminder notifications/alerts available
[SMS, Email, Pop-up]
AMS-Archive customer data/documents?
Yes
AMS-Scanning/attaching to carrier file capability?
No
AMS-Accounting features offered
[Third party integration (e.g. QuickBooks), General Ledger, Account Payables, P&L and Balance Sheet, Vendor Payables, Company Payables, Customer Billing]
AMS-Prioritize/flag notes?
Yes
AMS-Mobile device access
Yes
Quoting – Commercial Lines
CLQ-Do you offer a customer facing portal?
No
CLQ-Do you allow real-time consumer facing quoting?
No
CLQ-Does your system pre-fill data from outside databases?
Yes
CLQ-Do you offer application bundling?
Yes
CLQ-Can the agent email a proposal from within the system to their client?
Yes
CLQ-Does your system have the capability of importing schedules (vehicles, location) to pre-fill fields?
Yes
CLQ-Please list the state(s) where premium quotes are available for your system.
All States
CLQ-Do you provide a coverage comparison between companies?
Yes
CLQ-Describe which AMS vendor and system, and the type of integration provided.
NowCerts Momentum
CLQ-Are class codes built in?
Yes
CLQ-Do you offer insurance company submission management?
Yes
CLQ-Can your system go directly to ACORD forms and pre-fill data?
Yes
CLQ-Are quotes bindable at the time of quote being generated?
Yes
CLQ-What lines of business do you offer in your platform?
[BOP, Workers Comp, General Liability, Package, Commercial Auto, Umbrella, Commercial Trucking, Cyber, Professional, Surety, E&S, Other]
User Community
The Momentum AMP Users Group shares best practices, tips, and guides on how to use the Momentum solutions effectively and efficiently.