MOMENTUM AMP • COHORT 1 • 2026
The Certified Integration Partner Program
Build on the Momentum platform. Publish your tools, workflows, and AI agents directly to ~4,500 independent insurance agencies. Get certified. Get distribution.
KEY INTEGRATION AND DELIVERY
The Certified Integration Partner Ecosystem
→
Self-Service
API/SDK
Certified Integration
Partners
→
3rd Party
Integration
Partners
→
→
2,000+
4,500+
ECOSYSTEMS
6
SURFACES
May 1
TARGET
April 1
BETA
ABOUT THE PROGRAM
Built for builders. Backed by distribution.
The CIP program is Momentum AMP's structured pathway for technical integration partners to publish tools, workflows, and AI capabilities directly to the Momentum platform — and optionally, to become certified consultants for third parties who want to integrate.
Why this exists
Demand from agents to connect, automate, and build workflows has far exceeded what Momentum's internal team can directly support. The CIP program addresses this by creating a small, curated network of certified partners who specialize deeply, adhere to quality standards, and become the primary delivery team for integration work.
The "rising tide" model
Partners make money. Momentum makes money. Agents get better tools. The commercial model is consumption and transaction-based — similar to in-app purchases. Partners set their own prices, Momentum takes a platform margin, and Momentum actively drives agent adoption toward high-quality, high-value work.
This program is being built alongside you. The partners in this cohort are helping establish the foundation — the standards, the tooling, the curriculum — that every future cohort will benefit from. You are shaping this from the ground up.
Weekly cadence calls are twice per week to accommodate different schedules. Expect to participate, provide feedback, and help define what "done right" looks like. The program goal: 2–3 certified partners with live, functional integrations by May 1, 2026.
THE PROCESS
How it works
From this kickoff to a live, published integration — here's the path.
Sandbox
INTEGRATION SERVICES
Where your work shows up
You're not limited to a single delivery method. The Phase I goal is to take
your strongest capability and deploy it across as many of these surfaces
as possible — "carpet bomb the platform" with one thing done well.
The Toolbox
A UI-wrapped marketplace of plug-and-play tools with transactional, credit-based pricing. How agents consume your capabilities without touching an API.
Automation Center (MAC)
A Kafka-powered, real-time workflow engine. Publish automations as steps inside agency workflows — trigger-based, event-driven, seamless.
AMPs
AI prompt packages — similar to GPTs or Gems — with preset instructions and tool access. Build and publish purpose-built AI workflows for agents.
insuranceagency.ai
The new three-panel AI platform launching April 1. Partner-built templates, tools, and workflows featured in the marketplace from day one.
Agentic Agents
Named, purpose-built agents that perform a single function or series of functions — a loss-run expert, a voice agent, a planning agent. Emerging delivery mechanism.
API / MCP / Webhooks
Direct integrations for partners building their own connectivity or integrating third parties. REST API, MCP (live), webhook support, and A2A connectivity.
PARTICIPATION OPTIONS
Two ways to participate
Both paths require the same initial training and time commitment. The difference is what you choose to do after you're certified.
Let us know which path fits your model
KICKOFF RECORDINGS
Watch all three sessions.
All three kickoff calls are recorded. If you attended one session, the others cover the same core material plus additional Q&A. Recordings are linked below once hosting is confirmed.
SESSIONS 1, 2 & MAKEUP CALL · MARCH 4, 6 & 11, 2026
CIP Program Kickoff — Complete Recording
All three kickoff sessions combined into a single video: program overview, platform walkthrough, partner value proposition, integration surfaces, the two participation paths, and Q&A from all cohort attendees. If you attended one or two sessions, everything covered across all three is included here.
QUESTIONS & ANSWERS
Frequently asked questions
Every question raised across all three kickoff sessions — answered. If something came up in a call and isn't here, message us .
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What is the CIP program and why is Momentum launching it now?
The Certified Integration Partner program is a curated network of technology partners who build directly on the Momentum platform and deliver integration work to agencies, carriers, and vendors. We're launching it now because demand for integration, automation, and AI work has scaled past what the program team can deliver directly. CIP gives that demand a high-quality, certified delivery channel.
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What are the integration delivery mechanisms — where can my integration actually appear?
Six surfaces: the Toolbox (credit-based marketplace tools), the Momentum Automation Center (Kafka-powered workflow steps), AMPs (AI prompt packages), insuranceagency.ai (three-panel AI platform), Agentic Agents (named single- or multi-step agents), and direct API / MCP / webhook integrations.
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What is the difference between a CIP Partner and an Individual Contributor?
Both complete the same initial certification. A CIP Partner can take on third-party integration work for carriers, vendors, and fintechs and carries SLA obligations to those clients — limited to ~4–5 spots per cohort. An Individual Contributor publishes their own products on the platform but does not perform integration services for other companies and carries no third-party SLA obligations.
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Are there any types of integrations or products that would be off-limits?
Yes. Anything that competes directly with core Momentum platform functionality, anything that violates our security or data-handling requirements, and anything that requires carrier-level enterprise contracts — those are routed through Momentum Enterprise instead.
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Can Momentum's platform work across other AMS systems so CIP partner tools reach a broader market?
Directionally, yes. Multi-AMS and Indie Tech connectivity is on the roadmap but timing is not yet committed. Today the certified surface is the Momentum AMS ecosystem (2,000+ AMS customers, 4,500+ agencies). We'll communicate timing as decisions land.
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Can we start building and connecting before the legal agreements are signed?
Yes. Sandbox API access is provided in P2 under an NDA so partners can begin building immediately. Production access and the full legal pack (MSA, PPA, SLA, API T&Cs) are required before Go-Live in P5.
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When will Toolbox and Automation Center publishing be available to partners?
Both surfaces are on the roadmap, behind the active build of the insuranceagency.ai marketplace. Once the AI marketplace is live with partner publishing, Toolbox and Automation Center will follow. Cross-surface integration — for example, a Toolbox tool triggering inside an Automation Center workflow — is part of the long-term platform vision. We'll communicate timelines as they're set.
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Is everything we need to know about the program and next steps in the Charter document?
The Charter covers the program structure, surfaces, paths, certification requirements, and pipeline stages. Commercial terms, formal legal agreements, and a few roadmap items are still being finalized — see the Roadmap section. The fastest way to get current detail is to schedule a Discovery Call with the program team.
INTEGRATION SERVICES
Open items — no answer yet
These topics came up during the calls but do not have finalized answers. Watch for updates from Steve as they're resolved. This list will be updated as decisions are made.
Commercial model & revenue share percentages
The framework is defined directionally. Specific rates are still being finalized and will be communicated before any partner goes live.
PENDING
Formal legal agreements
NDA is in draft. MSA, Partner Program Agreement, SLA, and API Terms to follow in sequence.
IN PROGRESS
Integration approval authority
Who has final sign-off on partner-published integrations before they go live to customers.
PENDING
insuranceagency.ai partner publishing timeline
April 1 beta is Momentum-managed. CIP partner publishing timeline on the platform is TBD.
TBD
Multi-AMS / Indie Tech connectivity
Directional vision for reaching agencies on other AMS platforms. No confirmed arrangements with other AMS vendors yet.
DIRECTIONAL
Get API credentials & sandbox
Contact us now if you don't already have access. Don't wait.
Sign up on Momentum AMP
Create an account at momentumamp.com and add a payment method. Email Jennifer — no billing for 90 days.
Read (or re-read) the Charter
The Charter is the controlling program document. Read it with the platform walkthrough in mind. Send feedback to Steve.
Pick your ONE superpower
Identify the single capability you'll deploy across all delivery mechanisms first — one thing done well across every surface is the Phase I goal.
Sign the NDA when it arrives
NDAs are being drafted and will be distributed shortly. This is the first formal legal step — required before credentials are formalized.