Features & Quick Stats
Key Features
- Customizable Reporting
- Workflow Automations
- Social Media Integration
- Unlimited Contacts
- Automated Mass Texting
- Email Builder
- Phone system
- Custom Calendar
- Onboarding, Training & Support
How Momentum CRM Helps Independent Agents & Brokers
AMS, CRM (automation), CL Rater, CSR Outsourcing, LeadGen, API integrations
Integrations
Agave, via API and Zapier – PL Raters (PL Rating, Applied Rater, Turborater, QuoteRush); CRMs: Automate365, AgencyZoom, InsuredMine, others; also payment processing, premium finance, VOIPs, etc.
Partnerships
Insurance GIG, CoverForce/ISU, BTIS, Ivans, IDP, Herald, Briza, ACORD, Agave
Certifications & Awards
SOC-2, Best customer support in the industry
Product Reviews
Momentum CRM Videos
Momentum AMP Product Spotlight
Momentum AMP Product Spotlight
Catalyit Coffee Chat with Momentum by NowCerts
Catalyit Coffee Chat with Momentum by NowCerts
User Community
The Momentum AMP Users Group shares best practices, tips, and guides on how to use the Momentum solutions effectively and efficiently.