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
5 AI Opportunities for Retail Insurance Agencies in 2025
5 AI Opportunities for Retail Insurance Agencies in 2025
Office Space Day: Peter Gibbons’ Journey to 2025
Office Space Day: Peter Gibbons’ Journey to 2025
Office Space Day: Bill Lumbergh’s Journey to 2025
Office Space Day: Bill Lumbergh’s Journey to 2025
User Community
The Momentum AMP Users Group shares best practices, tips, and guides on how to use the Momentum solutions effectively and efficiently.