Momentum Toolbox

Streamline Your Agency Processes

With Our Suite Of Powerful Tools

Streamline Your Pipeline

Unlock seamless pipeline management with Momentum AC. Automate sales and manage opportunities effortlessly, ensuring smooth transitions at every stage. Engage contacts at key points for automatic updates, keeping prospects informed and streamlining your agency's workflow.

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Boost Efficiency

Streamline your agency's sales and service workflows by automating prospect opportunities through various pipeline stages, eliminating manual tracking and allowing your team to focus on more strategic tasks. Customize automation for seamless transitions and improved efficiency.

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Enhance Customer Engagement

Momentum AC boosts engagement by strategic workflows and critical stages, to enhance customer interactions before renewals or anytime. Add Personalized communication, ensuring you're always connected and responsive to client needs.

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Our Top-Rated Tools

Revolutionize the way you manage insurance processes with our comprehensive suite of powerful tools designed to streamline every aspect of your agency. Our innovative solutions simplify complex processes, enhance efficiency, and empower you to focus on what truly matters: serving your clients.

Certificate of Insurance Scan

Extracts Certificate of Insurance data and generates a CSV file for easy import of certificate holders. Currently compatible with Acord 25 Certificates, this AI-powered tool simplifies the extraction process by organizing certificate holder information into clear columns, making it easy to import into the Momentum Data Import tool.

Insurance Form Scans

Extracts data from ACORD forms and declaration pages to create insured and prospect information, including quote and policy details in Momentum. This AI-powered tool efficiently processes ACORD forms, dec pages and quote sheets, streamlining the data extraction process. By automating these processes, this tool enhances productivity and reduces manual entry, making it easier for users to manage important information in Momentum.

Data Enrichment

Automate your data entry to unlock your Agency Management System's full potential. Say goodbye to tedious manual input and focus on serving clients and growing your agency. Our innovative solution integrates seamlessly with your systems, ensuring accuracy and efficiency.

PremFi Scan

Extracts data from premium finance agreements to create or update insured and policy information in Momentum. This AI-powered tool processes agreements from Capital Premium Finance and IPFS, streamlining data management processes and enhancing accuracy. This extraction automation of key information simplifies the creation and updating of insured records, making it easier for users to maintain comprehensive policy details in your AMS. More premium finance companies to be added soon.

Vehicle Prefill

Seamlessly and effectively complete vehicle information forms with remarkable speed and precision. This process assures that essential detail are accurately captured, minimizing the risk of errors and ensuring that critical information is not overlooked. By streamlining this task, you can save valuable time and focus on other important aspects of your work, all while maintaining a high standard of accuracy and efficiency.

Commission Scan

Effortlessly extract, organize, and manage commission data with precision. This allows for seamless analysis and reporting, empowering you to make informed decisions. With user-friendly features, you can easily access and manipulate data, streamlining your workflow and enhancing productivity. Handle your commission data with accuracy and reliability.

Policy Comparison

Engage in detailed comparisons of policy declaration pages or quote letters to ensure a clear understanding of each option. This tool allows you to efficiently evaluate multiple policies, examining coverages and policy limits. By doing so, you can make informed decisions that suit your needs, fully aware of the nuances and benefits each policy offers. This approach saves you time and enhances your ability to choose the most suitable insurance solutions with confidence.

Policy/Quote Analyzer and Summary

This tool simplifies understanding complex insurance documents. It creates clear summaries of policy pages or quotes, making critical information accessible. The tool extracts key fields like coverage limits, deductibles, and premiums, organizing them into an easy-to-read table. This saves time and enhances accuracy, allowing you to focus on providing exceptional service. Navigate insurance documentation confidently and make informed decisions with ease.

E-Signature

Effortlessly send documents for e-signature, transforming paperwork management with advanced technology. This streamlines operations and boosts efficiency, letting you focus on priorities. Our e-signature solution ensures agreements are signed quickly and accurately, cutting turnaround times and errors. Track document status in real-time for transparency and accountability. Our secure platform maintains document integrity and confidentiality, offering peace of mind in business transactions.

Classification Codes (NAICS)

Append NAICS Codes to your customer profiles to effortlessly categorize and identify the industries of all your clients. This streamlined approach not only enhances your organizational capabilities but also provides valuable insights into the market segments you serve. By properly classifying these codes, you can efficiently tailor your services to meet the specific needs of each industry, fostering stronger client relationships and driving your agency's growth.

Carrier Service Rating

We offer comprehensive, independent, and unbiased evaluations of insurance companies, ensuring that our ratings are based on thorough research and analysis. Our goal is to empower agencies and their clients with the information they need to make informed decisions when selecting an insurance provider.

Coming Soon

Look for more tools to increase efficiencies in your agency including: Homeowners Property Data, MTM Scans, MVR Insights, Rate Risk Appetite and more!

Elevate Agency Efficiency

Boost your agency's operations. Book a demo to see how the Momentum Toolbox streamlines workflows, boosts productivity, and lets you focus on exceptional client service.

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