Momentum MAPS
Managed & Professional Services bringing best-in-class agency advisors to help with your biggest challenges in your agency operations.
Integrated People + Process + Technology
MAPS goes beyond software, enhancing team dynamics, streamlining workflows, and integrating technology for seamless collaboration to help you take your agency tech stack to the next level. This approach boosts efficiency and elevates client experience while exceeding your performance goals.
Flexible, Proven Framework for Growth
Whether you're a solo agent or a growing agency, MAPS supports you at every step. With 35 core processes and 165 workflows integrated into the Momentum Process Model, our tailored solutions are flexible to align with your agency's goals including diagnosis and resolution of key operational pain points.
Expert Support + AI-Powered Automation
With a dedicated MAPS Senior Advisor combined with AI Automation, you gain a power combination of human expertise and cutting-edge technology. This dynamic partnership gives you access to an experienced MAPS Senior Advisor and practical solutions, without expanding staff or taking on unnecessary risk.
MAPS Solutions Suite
A flexible path to modernize and optimize your agency — choose your starting point or follow the full journey. Start with a no-risk diagnostic to uncover exactly what’s holding your agency back.
Diagnostic
Who it's ideal for: Agencies of any size wanting a quick, clear snapshot of their operational strengths and gaps
What's involved: A complimentary self-guided assessment of your agency's People, Process, and Technology, plus a summary report and optional 30-minute review with a MAPS Senior Advisor. This is your first step toward a comprehensive evaluation and action plan.
Roadmap
Who it's ideal for: Agencies planning to grow, scale, or improve operations — and wanting a clear, actionable plan
What's involved: In-depth assessment across 8 key categories. You'll receive a detailed future-state vision, operational maturity scoring, and a clear phased roadmap to evolve your operations with confidence.
Optimize
Who it's ideal for: Agencies ready to implement targeted improvements in key operational areas
What's involved: Hands-on process optimization covering everything from New Business, Onboarding, Renewals, and more. This combines best-practice process design, automation, and performance measurements, along with access to training, advisors and tools for sustainable transformation.
Managed Services
Who it's ideal for: Agencies seeking to reduce operational burden and scale with confidence — by outsourcing routine or complex processes
What's involved: Ongoing managed services for everything from Pre-Bind to Post-Bind operations delivered by licensed professionals and AI-powered tools. Scale efficiently without hiring. An affordable alternative to building in-house teams.
The Momentum Process Model
Backed by experience with thousands of agencies — a proven blueprint for operational success
Sales
From managing new business contacts to pipeline and referral management — streamline sales operations and drive growth. Helps you identify missed revenue opportunities and improve close rates.
Quote / Rate / Bind
Optimize quoting, compliance checks, and policy issuance with consistent, efficient workflows. Reduce redundancies and duplicate entries through automated, compliant workflows.
Servicing
Deliver superior client service with processes for renewals, endorsements, FNOL, win-back campaigns, and more. Deliver consistent service across all client interactions.
Agency Operations
Manage the operational backbone — including carrier communications, vendor management, document handling, and compliance. Enhance visibility and coordination across your entire agency infrastructure.
Finance & Accounting
Improve transparency and accuracy in commission tracking, reconciliation, billing, and financial reporting. Address reconciliation pain points and eliminate manual errors.
Management Reporting
Gain real-time visibility into key metrics and performance, enabling data-driven decisions and continuous improvement. Know where to act quickly, and with better insight.
Common Questions About MAPS
What agencies want to know before getting started.
FAQ
-
What does the free diagnostic include?
The diagnostic includes a self-guided assessment of your agency’s People, Process, and Technology followed by a summary report and an optional 30-minute review with a MAPS Senior Advisor. It’s the ideal first step toward building a custom transformation plan.
-
We already have internal staff, why do we need MAPS?
Momentum’s Managed and Professional Services (MAPS) is designed to enhance, not replace, your internal team. We relieve them of routine, time-consuming tasks while introducing specialized expertise and automation. This allows your staff to focus on growth-driving activities and strategic client service. MAPS acts as an operational force multiplier.
-
Is MAPS a good fit for small agencies?
Yes. Smaller agencies often benefit the most. MAPS is designed to scale with your needs and budget, starting with a free diagnostic. Whether you're looking for help with quoting, renewals, or automation, you’ll get access to enterprise-level tools and best practices, without stretching your resources.
-
Do I need to commit to a long-term agreement with MAPS?
No. MAPS is modular and flexible. You can engage with the level of service that fits your goals from a one-time Diagnostic to Roadmap development, to Managed Services. You're always in control of the scope.
-
How much does MAPS cost?
MAPS is built with affordability and ROI in mind. The initial Diagnostic is free, and the $900 Roadmap fee is waived if you move forward with implementation. Optimize and Managed Services are flat-rate and predictable, helping reduce internal costs and improve efficiency, often leading to fast payback.
-
What makes MAPS different from other advisors we've used?
MAPS goes beyond advice. We offer a full solution, from strategy to implementation to ongoing support. Our phased delivery model ensures that improvements aren't just theoretical—they’re embedded into your daily operations, with measurable outcomes and continued guidance.
-
Can MAPS work with not only Momentum AMS, but the rest of our tech stack?
Absolutely. MAPS integrates seamlessly with your current systems—we don’t replace the tools you already use. Instead, we help you optimize workflows, configure systems more effectively, and automate manual tasks so your tech stack delivers more value.
-
Is outsourcing with MAPS secure and reliable?
Yes. MAPS Managed Services include licensed U.S.-based agents, vetted virtual assistants, and AI-driven workflows, all backed by Service Level Agreements (SLAs). You maintain control with real-time dashboards, performance metrics, and regular reviews. MAPS is a trusted extension of your agency, not a replacement.
Schedule a Free Consultation
Get a custom report + strategy session with a Senior MAPS Advisor.
Ready to streamline and scale your agency?
Talk to a MAPS Senior Advisor today and see how we can help you evolve your agency operations.
Learn more today!
Book a time with our team.