At Momentum, we understand the importance of flexibility in the digital age. That's why we're proud to offer AMS software that is browser-based for easy access and Mac-compatible for seamless integration into your existing tech ecosystem. Partnerships with leading companies for seamless communication and data transfer (Automate365, Accord, InsuredMine, Gravity Certs, ePayPolicy, Aureus Analytics). A robust knowledge base and support team to help with any problems or quest.
• Momentum is a mobile-friendly platform that provides a secure server environment with advanced technologies, such as encryption and authentication, and a firewall to avert authorized interference.
• Customers can issue, email, or fax their own certificates of insurance, pay their insurance bill, sign applications, or submit a claim without waiting for the agency to issue and send a certificate.
• Momentum offers a range of features, including e-mail synchronization, endorsements, reports, ACORD forms, invoices and receipts, a task manager, a loss run obtaining tool, permissions, and reminders prior to renewal, and more.
• Momentum can keep track of agency and agent commissions, fees, or interest rates on payment plans using a set of rigorous computational methods and automation.
• Momentum AMS can be integrated with a range of platforms, such as Google Drive, Gmail, IVANS, QuickBooks, ACORD, SignNow, InfusionSoft, Zapier, Twilio, RingCentral, and more, as well as any existing agency website.
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Industry
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Software Development
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Company size
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51-200 employees
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Headquarters
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Flower Mound, Texas
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Type
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Privately Held
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Founded
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2009
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Specialties
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Insurance Agency Management System, Insurance Agency Management Software, Insurance Agency CRM, AMS, and Comparative Rater