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AMP-trained, bilingual professionals who support your insurance back-office workflows, enhanced with AI and guided by OS165, a structured system built on 165 insurance workflows for quality and efficiency.

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Grow Without Increasing Overhead

Save 50–70% vs. U.S. in-house staff

No payroll taxes, no benefits, no turnover headaches.

PROs Trained to Master 165 Insurance Workflows

Every PRO is trained in our full OS165 playbook, then further trained for your agency’s exact needs.

Scalable, Flexible, Fully Managed Staffing

Add, replace, or expand PROs as your workload changes — without long-term lock-ins.

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red-renewals

Renewals & Client Servicing

Renewal Management
Endorsement Management
Non-Pay Cancellation Follow-Up
Non-Renewal Coordination
Retention Management

Certificates & Compliance

COI Management
Required Document Review
Carrier Notification Coordination
Trailing Document Management

Quoting & New Business Support

New Business Quoting
xDate Management
New Business Contact Management
New Business Pipeline Management
Pre-Bind Compliance

Finance, Accounting & Admin

Commission & Reconciliation Management
Mortgagee/Additional Interest Updates
Vendor Management
Invoice Processing Support

Carrier & Client Communications

Inbound Carrier Email Management
Fax & Voicemail Management
FNOL Logging
Reputation & Review Management

Sales Operations & Lead Support

Lead Credit Management
Sales Winback Management
Referral Management
Text & Email Admin

AI-Powered Quality Assurance

AI Performance Analytics

Workflow Acceleration

STEP 1

Meet With Our Team

STEP 2

Onboarding Meeting

Step 3

Get Matched with a Pro

STEP 4

Review & Sign Your Agreement

STEP 5

Begin Training & Delegation

Step 6

Ongoing Support & Success

	In-House Hire	PROs
Compare
Monthly Cost	$4,350 – $5,800	$1,950 – $2,950
Annual Cost	$52,000 – $70,000	$23,400 – $35,400
Training Required	High; You train them	Zero; OS165 trained + agency-specific workflows
QA & Oversight	You handle it	Included — full QA + performance analytics
Flexibility	Fixed employee	Add/swap PROs based on workload
Worker Type	Full employee	Managed PRO with CSM oversight
Turnover Risk	High (rehiring, retraining, cost)	None — replacements provided
Scalability	Slow, adds payroll + HR load	Immediate — add capacity instantly
HR/Admin Burden	Payroll, PTO, benefits, taxes	None — Momentum handles everything
Language Support	English only	English + Spanish (Colombia)
Workflow Expertise	Must be trained	Pre-trained in 165 insurance workflows (OS165)
Consistency of Output	Varies by employee	AI-enhanced, standardized execution
Software/Tooling	Your cost	Included: AI QA, workflow software, analytics
Minimum Commitment	Full employment contract	3-month minimum per PRO

Dedicated

$2,950

monthly

Split

$1,950

monthly

Projects

$35

hour

Min = 30 hrs/month

Your Next Hire Costs $52K+. This Video Shows a Better Way.

In under 4 minutes, our Discovery Presentation video breaks down how Momentum PROs replace the traditional hiring cycle — from costs and workflows to onboarding and AI-powered quality assurance. In this video you will learn:

How PROs plug into your agency — from quoting and renewals to COIs, endorsements, and back-office admin, trained across 165 insurance workflows via OS165.
The AI advantage — see how AI-powered QA, performance analytics, and workflow acceleration make every PRO more productive from day one.
Real pricing, real savings — a transparent look at costs, commitment structure, and how agencies are replacing in-house hires at a fraction of the cost.

Get Instant Access to the Discovery Presentation Video

Schedule a Free Consultation

Our Momentum PROs provide seamless support, allowing you to concentrate on what drives your agency’s growth.

Free Consultation

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