Momentum AMP President Michael Lebor joins industry experts to explore how AI is reshaping technology decisions for P&C insurance agencies — including the risks of building custom software, the limitations of off-the-shelf solutions, and why a hybrid approach may be the smartest path forward for long-term agency growth.

A walkthrough of using the Service Center to centralize client requests into trackable tickets, covering dedicated service email addresses, automated assignment and due dates, response/completion time tracking, thread management, and auto-resolution and closure timers. Also covers upcoming task and service request pipelines with customizable stages, plus a look at "Insurance Agency AI" for complex tasks like loss run review and the new "The Hive" consultancy initiative for agencies restructuring around automation.

Covers industry benchmarks in Agency Overview, new interactive report features, bulk billing type changes, an incident report claim type, agency commission percentage column, and Automation Center improvements including the new Service Center. The second half features Capital Premium Finance's Ben Crowley, covering the AMS integration, competitive financing terms, proactive client communication, and upcoming features.

A walkthrough of automating testimonial and review collection using the Automation Center, covering trigger points at new insured creation, "won" pipeline stages, and renewal completion, plus sentiment-based routing that sends positive feedback to public review sites and negative feedback to a private form. Also covers the early-access Service Center for managing service email, response tracking, and CSAT/testimonial follow-ups triggered by ticket resolution, along with the move to real-time carrier syncing. 

Covers new Data Quality tools for tasks and opportunities, an AI-powered report finder, bulk actions in the Action Center, certificate holder improvements, and an early access claims workflow. Also touches on upcoming Automation Center improvements, a new newsletter mode, service center ticketing, and automations sent from assigned agent email addresses. The roadmap previews a COI deep agent, local AI models, and multi-tab client record support.

A walkthrough of automating testimonial and review collection using the Automation Center, covering trigger points at new insured creation, "won" pipeline stages, and renewal completion, plus sentiment-based routing that sends positive feedback to public review sites and negative feedback to a private form. Also covers the early-access Service Center for managing service email, response tracking, and CSAT/testimonial follow-ups triggered by ticket resolution, along with the move to real-time carrier syncing. 

A walkthrough of using the Automation Center to automate follow-ups, task tracking, and communication, covering e-signature integrations (Rabbit Sign, Formstack, W Signature) with status-based triggers, structured task/checklist workflows, Quote Links for draft application recovery, and round-robin task assignment via work groups. The roadmap portion previews AI-built workflows, the new Service Center help desk, centralized email management, and a masterclass resource folder with default pipelines and automations.

Covers new Data Quality tools for identifying gaps and handling mismatches, interactive reports for agent production and referral source tracking, account manager field for policies and quotes, improved accounting filters, task management updates, claims card view, and a redesigned ACORD form layout. The roadmap previews a redesigned Certificate Center, detailed claims workflow, faster Automation Center syncing, and a service ticketing system.

A walkthrough of using the Automation Center to flag upcoming premium jumps and automatically text clients that you're already re-shopping for them, covering premium increase level tracking, tag-based workflow triggers, Renewal Center visibility, and pipeline automation for loss runs and rewrites. The roadmap portion previews an early-access help desk ticketing system and an upcoming Automation Center AI for building workflows through natural language.

Covers the new Agency Focus page with AI assistant, Action Center AI summary and task counter, account manager role, logo management by location, cards view for tasks and to-dos, Renewal Center display improvements, centralized email integration, and the Quote Link intake form feature. The roadmap previews a help desk ticketing system, new one-page views, a sub-claims tracking view, and an upcoming product roadmap page.

A walkthrough of using the Automation Center and AMS together to identify and act on cross-sell opportunities, covering AMS reporting for coverage-gap filtering, tag-based workflow triggers, opportunity "listening" and stalled-stage alerts, pipeline assignment via work groups or round-robin, and targeting renewals for upselling without aggravating clients facing price hikes. The roadmap portion previews an AI assistant for building workflows, the early-access Service Center for client requests, quote-based proposal generation, and pre-filled Quote Links.

A walkthrough of the new Change Request tracking area, centralized Action Center, Data Quality batch tools, Dynamic Search configurator, Label Dictionary renaming, Property List updates, rebuilt COI portal, email integration, and API key generation. The roadmap portion covers a custom AI assistant, help desk ticketing, Canopy Connect integration, and RingCentral refinements.