Empower Your Agency with Momentum AMP
Independent agents have long relied on us to connect with high-intent insurance buyers. But generating a referral is only the beginning. Momentum AMP builds on that foundation, giving agencies the tools to manage, respond to, and convert those opportunities more effectively.
Built for Insurance Agencies Like Yours
Momentum AMP is a modern Agency Management Platform (AMS) that integrates directly with Momentum Edge, giving you an end-to-end growth engine. From lead generation to policy renewals, it unifies your entire customer lifecycle in one seamless system.
- Integrated with Momentum Edge for high-intent lead flow
- CRM + AMS + Rater in a single platform
- Automation-first workflows to reduce manual tasks
- Frictionless client experience from first contact to renewal
- U.S.-based support from insurance tech experts
Your Complete Agency Lifecycle, Reimagined
Unlock the Full Value of TrustedChoice.com Leads
Soon, TrustedChoice.com leads will connect seamlessly with Momentum AMP, giving your agency an even faster path from lead to sale. Every verified, high-intent prospect will flow directly into your CRM for quicker, more consistent follow-up — no manual uploads required.
What to Expect:
- Pre-qualified, ready-to-convert leads
- Real-time CRM lead capture
- Automated workflows for follow-up and quoting
Keep Every Lead Moving
Purpose-Built CRM for Insurance
Momentum AMP keeps your pipeline warm with built-in reminders, lead scoring, and producer tracking — so opportunities don’t slip through the cracks.
Included Features:
- Email & text templates
- Lead scoring & segmentation
- Producer activity visibility
One Operational Hub
Full AMS Functionality
Momentum AMP powers your back office with tools that enhance productivity and visibility. Everything from policy search to reporting is built into one clean interface.
You’ll Get:
- Smart task automation
- Commercial + personal lines support
- Robust reporting & policy management
Rate, Quote, and Bind Instantly
Embedded Multi-Carrier Rater
Get quotes, generate ACORD forms, and bind policies — all from within your AMS. No more toggling between tools.
Capabilities:
- Submit to multiple carriers simultaneously
- Use direct appointments or gain market access
- Bind coverage without leaving the platform
Carrier Sync, Done Right
Built-In Policy Downloads
Momentum AMP automatically syncs with carriers to keep your records accurate and up to date.
Includes:
- Declaration downloads
- Endorsements
- Cancellations & reinstatements
Renewals That Run Themselves
Automation Engine for Client Retention
Automated renewal reminders, cross-sell prompts, and agent task assignments ensure no client is forgotten and no opportunity missed.
Automation Tools:
- Email & SMS touchpoints
- Agent task routing
- Cross-sell campaigns
Momentum AMP vs the Competition
Built to Fit Any Agency
No need to overhaul your entire tech stack. Use Momentum AMP alongside existing systems or make a full transition — at your pace.
You’ll Have Access To:
- Custom lead routing, quoting, and renewal workflows
- Full onboarding and migration support
- Strategic guidance from the Momentum team
What Agencies Are Saying
“Momentum AMP gave us the tools to scale fast without hiring a full-time admin. Our follow-ups, quoting, and renewals are all automated — and we’re closing more business.”
Frequently Asked Questions
What is Momentum AMP and how does it work with TrustedChoice.com?
Momentum AMP is a comprehensive AMS that combines CRM, quoting, automation, and policy downloads. Leads from TrustedChoice.com flow directly into your Momentum CRM for instant action — no manual uploads, no missed follow-ups.
Why add Momentum AMP if I already use TrustedChoice.com?
Because it helps you convert those leads. You get:
- Instant CRM entry
- Automated follow-up sequences
- Embedded quoting
- Built-in renewal automation
Do I have to abandon my current tech?
No. Momentum AMP works alongside your existing systems and supports phased adoption. Start with one module or transition fully — it’s flexible.
How does lead routing work?
Leads are assigned automatically based on rules you define (e.g., zip code, line of business). Follow-up tasks are triggered in real time.
Can I customize workflows?
Yes. Momentum’s drag-and-drop Automation Center lets you build workflows for:
- New leads
- Quote follow-ups
- Renewals
- Cross-sells and more
Will this help with retention?
Absolutely. The Renewal Automation Center sends proactive client reminders, flags policy gaps, and supports upsells — keeping your book strong.
What kind of support is included?
You’ll get:
- Dedicated onboarding
- Live chat and help desk
- Video tutorials
- Strategic consultations
Is Momentum AMP a fit for small or solo agencies?
Yes. Momentum is built for growth-stage agencies of all sizes. Start lean, automate early, and scale confidently.
What kind of ROI can I expect?
- More leads, better conversion
- Less time spent on manual tasks
- Higher client retention
- Improved speed to quote
Momentum AMP is designed to drive measurable growth.
One Platform. Limitless Momentum.
Whether you’re a new agency or expanding fast, Momentum AMP delivers the automation, lead flow, and insurance-specific tools to help you win.