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

Quickly scan and process certificates of insurance. Certificate of Insurance data and crafts a CSV file for seamless import of certificate holders. Designed to work with Acord 25 Certificates, this innovative AI-powered tool streamlines the extraction process by neatly organizing certificate holder information into intuitive columns, ensuring a smooth import into the Momentum Data Import tool.

Insurance Form Scans

Extracts data from ACORD forms and declaration pages to create comprehensive insured and prospect profiles, complete with quote and policy details. This innovative solution processes Acord 125, 126, and 130 forms, along with dec pages and quote sheets, streamlining the data extraction process. This powerful tool boosts productivity and minimizes manual entry, empowering users to effortlessly manage their insurance information.

AMS Prefill

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. Trust our dynamic technology to handle your data with precision, allowing you to operate confidently. Embrace the future of agency management and experience the power of automation.

PremFi Scan

Transforms data extraction from premium finance agreements, updating or creating insured and policy info within NowCerts. This AI-powered tool processes agreements from Capital Premium Finance and IPFS, enhancing data management and accuracy. By automating essential info extraction, it helps users maintain comprehensive policy details efficiently. With plans to add more agreements, PremFi Scan will continue to boost your agency's capabilities.

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.

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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