A scalable lead pipeline starts with the right automations. Our next MAC webinar focuses on using the Automation Center to create a consistent, organized lead flow.

Join us March 31 at 3PM ET to see how automation supports sustainable growth.

Many agencies struggle with consistency—not because of the system, but because there’s no clear workflow being followed. In this session, we’ll show how to use tasks in Momentum AMS to build structured, repeatable processes your entire team can follow. We’ll cover how tasks really work, how to customize task stages, and how to organize them in a way that aligns with your agency’s day-to-day operations. Attendees will also see how to set up and use tasks within real workflows to improve accountability, reduce missed steps, and create a more efficient agency.

Trucking agencies handle constant service requests — from new contracts and driver changes to vehicle swaps and certificate requests — which often generate a steady flow of NOCs and endorsements that can strain service teams and slow operations. In this webinar, we’ll share why these requests are so common in trucking insurance, the workflows agencies use to manage high endorsement volume, and practical tips for keeping teams organized as policy changes increase, along with how trucking-focused agencies are improving efficiency and reducing operational burden with Ascend.

Take the next step in building a stronger pipeline. In this MAC webinar, we’ll show how to turn the Automation Center into a lead nurturing machine. Learn how to stay connected with prospects, reduce manual follow-up, and keep your agency top of mind.

Digital marketing is an essential tool for growing your agency, but many agencies simply don't have the time to learn proper strategy and techniques.
For nearly a decade, Lift Local has helped thousands of insurance agents with their marketing campaigns. Danny Ehlers, Marketing Specialist at Lift Local will teach you the simplest and most effective ways to improve your agency’s online presence and show you how our dashboard simplifies those engagements and translates them into simple action items that empower you to uncover opportunities to grow your agency.