Many agencies struggle with consistency—not due to a lack of tools, but because they lack a clearly defined process for how work gets done. This session introduces the OS165 framework, a structured approach within Momentum AMS that organizes workflows across sales, service, billing, and operations, bringing together tasks, data, and processes into a repeatable system that improves visibility, accountability, and overall efficiency.

The Integration with ePayPolicy and Momentum provides an integrated and simple-to-use solution for creating and tracking your insured's payments and invoices. Once active, a team member can generate an invoice for each payment due. When a payment is received and processed, the agency can easily generate and send a receipt to the client! This streamlines the whole payments process!

Register now to see how the integration is currently helping hundreds of Momentum users by speeding up receivables and binding coverage faster!