Newsletter • May 2026

Momentum Builds: New Features, Training & Industry News

This Month’s Highlights:

InsuranceAgency.AI is here
Upcoming Webinars
IndieTech
Momentum AMPlified Podcast
New Partnership: Catalyit
Release Notes
Real Reviews, Real Results

"The secret of getting ahead is getting started."

MARK TWAIN

PRODUCT UPDATE

Meet Your Second You.

Independent agents didn't get into this business to fill out forms. InsuranceAgency.AI is built around that idea.

It's an AI-powered operating system designed exclusively for independent agencies. It learns how your agency works, connects to your existing software, and handles your most repetitive tasks so your team gets that time back.

The agents who adapt to AI first are already building an advantage. InsuranceAgency.AI is how independent agencies get there.

Join the waitlist at insuranceagency.ai.

Join the Waitlist

UPCOMING WEBINARS

Webinar Series

AMS On-Demand Two-Week Training Program

Make your 30-day trial count. Our two-week AMS training series gives you access to 16 live sessions designed to get your agency up and running fast. Attend live or watch the recordings on your own time.

See the Schedule & Register Here

Wednesdays | 4 PM CST

AMS Weekly Training Spotlight

Each week, our Feature Spotlight series dives deep into a specific feature or workflow inside Momentum AMS, giving your team the practical knowledge to handle real agency scenarios with confidence.

From commission reconciliation to premium financing, COIs, and beyond — these sessions are built for the people doing the work every day.

June 8, 2026 | 4 PM ET

MAC Masterclass: 5 Automated Sequences Every Modern Agency Needs

Starting June 2nd, our five-part series walks you through the automation sequences that help modern agencies work smarter and grow faster. First up: The Automated Cross-Sell — automatically scanning for coverage gaps to trigger hands-free bundle offers.

One session every two weeks, built to implement as you go.

EVENT

Why IndieTech is Worth Your Time

IndieTech brings together the best independent agents and technology partners in the industry for three days of hands-on learning, real conversations, and connections that actually move the needle for your agency.

"You are going to leave smarter and better equipped. You'll come out with new relationships, new integrations, new partners, new insight. It just hits different." -Michael Lebor | President, Momentum AMP

FEBRUARY 1-3, 2027 | Hilton West Palm Beach, West Palm Beach, FL

Tickets are moving fast — don't wait to secure your seat.

Momentum AMP users: use code AMP27 for $50 off every tier.

NEW PODCAST EPISODE

Insurance Technology AMPlified Podcast: Listen to the Latest Episode

Michael Lebor sits down with Jill Roth and Bob Fee — two seasoned independent agents with deep roots in the association world — for

a candid conversation about Momentum Edge, the rebrand of TrustedChoice.com, and what it really takes to rebuild trust with independent agents.

They get into the history, the skepticism, the opportunity in agent-to-agent referrals, and why showing up consistently over time is the only pitch that matters.

Listen to the Full Episode Here

NEW PARTNERSHIP

A Smarter Approach to Agency Technology Starts Here

At Momentum AMP, we’re always looking for ways to help agencies stay efficient, connected, and prepared for what’s next.

That’s why we partnered with Catalyit to share their Agency Tech Assessment, a resource designed specifically for independent insurance agencies to evaluate their technology stack, identify gaps, and uncover opportunities to improve workflows and automation. Free trial access for agencies not subscribed to Catalyit.

Take the Assessment Here

RELEASE NOTES

05/14/2026 Release

This release focuses on Change Request improvements, Action Center enhancements, and better workflow visibility across Momentum AMS. You'll notice more flexibility in how your team manages tasks, stronger tools for tracking outstanding requests, and a cleaner experience across key areas of the platform.

Change Requests

Change Requests now support due date assignment and batch actions, making it easier to prioritize workload. Personal Lines Change Requests also gain List View, Insert, Edit, and Fill PDF Form functionality.

Dashboard & Action Center

The Action Center now supports filtering by agent, location, and tag, with added sorting by entity type and due date. Users can also create multiple Action Center templates and switch between saved configurations for a more customized workflow view.

Reporting & Data Quality

Quick Export now includes tags as selectable columns for cleaner reporting. A new carrier filter in the missing data search helps identify incomplete policy or quote records more efficiently.

Workflow & Pipeline Visibility

Cards View is now available on Insured and Policy Details pages for improved pipeline management. Endorsement lists can now be sorted by balance, and global search results for carriers, MGAs, and referral sources now include a View Reps option for faster access to rep information.

04/30/2026 Release

This release introduces a new centralized dashboard experience, improved task management views, expanded filtering capabilities, and enhanced system security. These updates are designed to help your team stay organized, work more efficiently, and access important information faster.