Newsletter • March 2026

Momentum Now: Fresh Updates & What’s Ahead

This Month’s Highlights:

What would you do with a second you? Introducing InsuranceAgency.AI
Momentum Roam Version 1.2
What a Momentum PRO Actually Does — And Why That’s Nothing Like Hiring a Freelancer
Upcoming Webinars
Agent Success Story
Release Notes
Real Reviews, Real Results

"Systems beat goals"

JAMES CLEAR

PRODUCT UPDATE

What would you do with a second you?

InsuranceAgency.AI is the first AI-powered agency operating system built exclusively for independent insurance agencies. It deploys a digital workforce to handle your most repetitive work so you can spend your time on the clients and relationships that grow your business.

Join us April 1 for a live walkthrough. See it in action. Reserve your seat today.

PRODUCT UPDATE

Momentum Roam Version 1.2

Momentum Roam 1.2 brings full agency management to your mobile device with a streamlined, mobile-first experience designed for speed and ease of use. Stay connected and keep work moving, no matter where you are.

With this release, you can:

Manage service requests and assign tasks on the go
File and track claims in real time from the field
Access detailed insured, prospect, and agency information
Navigate a simplified mobile interface built for efficiency
Handle subscriptions and billing directly in-app

The update also introduces a simplified, growth-focused pricing structure designed to support agencies at every stage.

Watch the video below for a full walkthrough of everything included in this release.

Watch Now

ARTICLE

What a Momentum PRO Actually Does — And Why That’s Nothing Like Hiring a Freelancer

What does a Momentum PRO actually do, and how is that different from a freelancer?

Momentum PROs take on the day-to-day work that slows your team down, including:

Certificate processing and policy changes
Client follow-ups and outreach
AMS data entry and cleanup
Carrier communication and task management

With daily reporting and built-in oversight, you always know what’s getting done.

Unlike freelancers, Momentum PROs operate within a structured, agency-focused system, offering:

Consistent quality and accountability
Trained, insurance-specific support
Clear escalation paths when issues arise

The result is less risk, more consistency, and more time to focus on growth.

Read the blog to learn how Momentum PROs help agencies scale with confidence.

UPCOMING WEBINARS

Webinar Series

AMS On-Demand Two-Week Training Program

Make the most of your 30-day trial with our two-week AMS training series. You’ll get access to 16 live sessions, with the flexibility to join as many as you’d like or watch recordings on your own time.

See the Schedule & Register Here

April 1, 2026 | 5 PM ET

Tasks & Workflow Management: Turning Momentum AMS into a System Your Team Actually Follows

Join Richard Rosenthal for our weekly AMS training series, where each session covers a different way to optimize Momentum AMS. This week’s focus: using tasks to create structured workflows, reduce missed steps, and improve team consistency.

April 8, 2026 | 2 PM ET

How Trucking Agencies Reduce NOCs and Manage Endorsement Volume

Join Ascend’s Josh Arace for a webinar on how trucking agencies are managing high volumes of NOCs and endorsements. Learn practical strategies to streamline workflows, reduce service team strain, and keep operations running efficiently.

April 14, 2026 | 1 PM ET

How to Capitalize on Your Current Book of Business

Join Lift Local’s Danny Ehlers to learn simple, effective ways to grow your agency by maximizing your current book of business. Discover how to improve engagement, uncover new opportunities, and turn marketing activity into clear, actionable next steps.

April 14, 2026 | 3 PM ET

How to Make the Automation Center a Lead Nurturing Machine

Join our next MAC webinar to learn how to turn your Automation Center into a powerful lead nurturing engine.

Come learn about practical strategies to engage prospects, automate follow-ups, and keep opportunities moving forward with less manual effort.

Learn More & Register

SUCCESS STORY

Momentum Edge agent, Marianne Policastro-Wik

Marianne set out to grow her commercial book fast — without a big team or a big budget — and found a way to do it. Hear how Insurance Associates of Central CT used Momentum Edge to boost their online visibility, land better leads, and break into commercial lines on their own terms.

Watch Now

RELEASE NOTES

03/19/2026 Release

This release delivers enhancements across reporting, navigation, commission workflows, and data quality—designed to improve accuracy, streamline processes, and give agencies more control.

Enhanced Reporting

Expanded Interactive Reports with additional data points, improved filtering, and more flexible reporting options across records.

Navigation Improvements

Greater customization with a configurable side navigation and quicker access to Change Requests.

Commission Statement Updates

Clearer reporting, simplified file generation, and improved export summaries to streamline commission workflows.

Data Quality Tools

More control over duplicate detection to help maintain cleaner, more accurate data.

Workflow & Productivity Gains

Smarter prefill logic, improved export tracking, new task management for Carrier/MGA, and faster navigation with hotkeys.

Release Details

03/05/2026 Release

This update enhances search, reporting, pipeline visibility, and workspace flexibility to help agencies work faster and stay organized.

Smarter Search & Navigation

Advanced search filters, visible filter tracking, and quick-access report links make it easier to find exactly what you need.

Customizable Workspace

Flexible workspace options, including a pinnable AI panel, allow users to tailor their environment to how they work best.

Reporting Enhancements

Expanded reporting capabilities with improved filters, deeper financial insights, and easier commission file generation.

Pipeline & Task Visibility

Greater transparency across tasks, opportunities, and workflows so teams can track progress without switching screens.

Improved Activity Tracking

More accurate logs and communication history provide better visibility into system activity and client interactions.

CRM (One Pager) Enhancements

More customizable client views and improved note management help teams stay organized and on top of follow-ups.

Release Details