Newsletter • July 2026

Momentum in Focus: Tools, Events & What's Coming Next

Happy Fourth of July from the Momentum AMP Team!

On this Independence Day, we're taking a moment to reflect on the values that make this country great — freedom, resilience, and the courage to build something meaningful. We hope you get to enjoy the day with the people who matter most. Have a safe and happy Fourth!

Please note that full support will be available on both July 3rd and July 4th for any questions or assistance you may need.

This Month’s Highlights:

Upcoming Webinars
IndieTech: The Lineup is Set
Edge Blog: Are You Visible to Insurance Shoppers — Or Just Listed?
PROs Promo
Release Notes
Momentum Roam
Real Reviews, Real Results

"In the middle of every difficulty lies opportunity."

ALBERT EINSTEIN

UPCOMING WEBINARS

Webinar Series

AMS On-Demand Two-Week Training Program

New to Momentum AMS? Make the most of your 30-day trial with our on-demand training series. You'll get access to 16 sessions across two weeks covering everything from billing basics and commissions to COIs, renewals, and workflow optimization — at whatever pace works for you.

Join live Tuesday through Friday or watch the recordings on your own time.

See the Schedule & Register Here

Wednesdays | 5 PM ET

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.

July 6, 2026 | 4 PM ET

MAC Masterclass:

Don't Miss the Next Session

Three sessions left in our MAC Masterclass — a series designed to walk your agency through the automation sequences that save time, protect renewals, and keep your operation running smoothly.

Next up on July 6th: Stop Chasing Paperwork. If your team is spending hours following up on missing signatures, photos, and documents, this session shows you how to deploy automated nudge sequences in MAC that collect everything on your checklist — without anyone having to ask twice.

July 7, 2026 | 1 PM ET

The Missing Piece of Commercial Lines Retention

Join Momentum AMP and Ascend for an interactive discussion on how payment flexibility is becoming one of the most overlooked factors in commercial lines retention.

As commercial premiums continue to rise, the way your clients pay for their insurance matters more than ever. Come ready to ask questions and share your perspective live.

EVENT

IndieTech 2027 — The Lineup Is Set

IndieTech 2027 is shaping up to be the most impressive event in the history of the conference.

Three world-class speakers are confirmed for West Palm Beach, February 1-3, 2027: Troy Korsgaden, one of the most successful independent agents in North America with 40+ years of experience; Ruben Hassid, founder of EasyGen and the mind behind 100M+ LinkedIn views through AI-powered content; and Chris Voss, former FBI lead hostage negotiator and author of "Never Split the Difference."

As a Momentum AMS user, you get an exclusive $50 off registration — use code AMP27 at checkout.

EDGE BLOG

Are You Visible to Insurance Shoppers — Or Just Listed?

There's a difference between existing online and actually being found by someone actively shopping for insurance right now. Most agencies assume that having a website or a directory listing means consumers can find them. The reality is more complicated.

Momentum Edge's latest blog breaks down what it means to truly be visible online in 2026, from showing up in Google searches for terms like "independent insurance agent in [your state]" to being recommended by AI tools like ChatGPT when consumers ask for help finding coverage. A complete, optimized Momentum Edge profile is one of the most effective ways to close that gap, giving your agency a presence that works across search engines, AI platforms, and consumer directories around the clock.

Read the Full Blog

PROMO

Momentum PROs:

$900 Onboarding Fee Waived Through July 31

If your agency is stretched thin on capacity, a Momentum PRO could be the answer. Trained, bilingual, and insurance-ready from Day 1 — a Dedicated PRO handles renewals, certificates, follow-ups, and more so your team can stay focused on growth.

Through July 31, we're waiving the $900 onboarding fee for agencies that sign up before the deadline. Dedicated PRO starts at $2,950/mo and Split PRO starts at $1,950/mo — no setup cost, ready in weeks.

Book a 15-Minute Discovery Call

RELEASE NOTES

06/25 Release

This release focuses on data quality improvements, expanded reporting options, and additional visibility across key areas of Momentum AMS.

Data Quality Tools

The Missing Data Fields tool now shows the percentage of completion for a given data field across all records, with more field options available to select from. A new Principals/Drivers Date of Birth mismatch check has also been added to the existing Missing DoB tool for more thorough data review.

Agency Overview & Reporting

A new Processor Agency filter has been added to Agency Overview, particularly useful for master agencies. Taxes and fees now display in the header line alongside the premium sum. Two new Interactive Reports have been added: Agent Production by Period and Insureds/Prospects by Referral Source Contact.

Account Management & Commissions

Account Manager has been added to Policies/Quotes list and detail views. Agent Commissions, Receivables, and Payables now support filtering by Create Date and Change Date for more precise tracking.

Workflow & Navigation

Private tasks can now be toggled per agent directly from the details page. Referral Sources now support a Combined Batch Action. Claims now include Cards View within detail pages for easier visual review.

Additional Updates

The Agency Usage report includes more subscription detail with Products and Plans filters. The IVANS panel in Agency Location is now locked by default to prevent unintentional edits. Performance loading improvements have been made to the Agency Focus page.

06/11 Release

This release focuses on agency performance visibility, account ownership tracking, and reporting improvements across Momentum AMS. Several commission, renewal, and data quality enhancements round out the update.

Agency Management

A new Agency Focus page is now accessible from Agency Overview, with configurable options for a more tailored view of agency performance. A new Account Manager field has been added across insureds, prospects, detail pages, and list views — making it easier to track ownership and filter records by account manager. Agency logos can now be added, replaced, or removed directly from Agency Address settings.

Dashboard & Action Center

The Action Center now includes AI Summary options and counter displays for faster visibility into outstanding work. Cards View has also been added for To Do items, making task management more visual and easier to navigate.

Reporting

Report Explanations are now available on more than 20 additional reports, reducing guesswork when reviewing data. A new Policies/Quotes by Referral Source Contact report has been added for better visibility into business sources. Industry Benchmarks have also been added to the Agency Overview page so agencies can compare performance against industry standards.

Commissions & Renewals

Commission splits are now automatically considered when generating agent commissions, improving accuracy for shared production arrangements. The Renewal Center will no longer display $0 premium or 0% change when no renewal policy or quote is available, resulting in cleaner, clearer reporting.

Additional Updates

A new Re-Merge option has been added within Carrier Downloads for easier correction of merge-related issues. A Create Date column is now available in General Liability and Workers Compensation views, and system messages now have expanded support for agency-managed environments.

05/28 Release

This release introduces enhancements to the Dashboard Action Center, Data Quality tools, Service Requests, and Interactive Reports. These updates are designed to improve daily workflow visibility, make data cleanup easier, and provide better access to key reporting insights throughout Momentum AMS.