End “legacy” frustration with a unified, open- architecture platform built for agencies seeking modern infrastructure and unrestricted growth.

Direct Replica Database Access

Full SQL access to a real-time replica database, empowering full control, advanced analytics, and seamless integration.

Open API Architecture

Connect your proprietary tech stack, CRMs, or third-party tools with deep API flexibility to create an adaptable, scalable ecosystem.

Complete Agency Ecosystem

Quoting, Binding, Servicing, Renewals, and Claims, all in one connected platform designed to eliminate operational silos.

Client Self-Service Capabilities

A branded portal that empowers clients to access policy documents, request changes, and issue COIs instantly, reducing service overhead and improving satisfaction.

Enterprise Multi-Entity Structure

Manage complex agency hierarchies and multiple lines of business with confidence, powered by a flexible organizational model and granular permission controls.

Lead Management & Automation

A CRM designed for insurance sales, built with automated workflows, lead routing, and follow-up cadence tools to drive conversion and efficiency.

Comprehensive Capability

Momentum Enterprise provides a complete, unified ecosystem supporting every phase of the agency lifecycle, from quoting and binding through servicing, renewals, and claims.

With client self-service capabilities and built-in automation, your team can reduce administrative workload and improve client satisfaction.

More Than Software. A Strategic Partnership.

Momentum Enterprise is backed by white-glove onboarding, dedicated implementation support, and ongoing enablement to ensure your agency succeeds at every stage of growth.

High-Velocity Data Conversion
Fast, accurate migration and conversion to help agencies transition smoothly and reduce downtime.

White-Glove Implementation
A team of experts guides your agency through setup, system configuration, and training.

Dedicated Support
Ongoing access to a dedicated support team to resolve issues and optimize your use of Momentum Enterprise.

Ongoing Enablement
Continuous training and strategic guidance to help your agency adopt new workflows, drive performance, and maximize ROI.

Scale Without Friction

Built to support growth without requiring additional headcount or disrupting operations.

On-Demand Staffing Integration

Access trained support staff to help your team scale, increase capacity, and maintain service quality without adding internal overhead.

Market Access & Wholesale

Integrated market access and wholesale placement options to expand opportunities and accelerate growth.

Migration Without the Migraine

High-velocity data conversion and expert-led onboarding to reduce downtime and ensure continuity.

Ready to leave “legacy” frustration behind?

Momentum Enterprise combines full data access, open integrations, and complete agency operations in one connected platform.

Momentum AI is here!