Newsletter • September 2026

Momentum Unlocked: Inside

InsuranceAgency.ai, Edge & The Latest Updates

This Month’s Highlights:

Spotlight: See the Next Evolution of InsuranceAgency.AI
Upcoming Webinars
IndieTech 2027: February 1-3, West Palm Beach, FL
Edge: Are You Taking Advantage of Your Free Trial?
Release Notes
Momentum Roam
Real Reviews, Real Results

"An investment in knowledge pays the best interest."

BENJAMIN FRANKLIN

MAIN FEATURE

Spotlight: See the Next Evolution of InsuranceAgency.AI

On September 10, join Peter Germanov, Michael Lebor, and Kayden Stephens for a live look at where InsuranceAgency.AI is headed next. This isn't just an AI demo. It's a real look at AI that takes action, supports your workflows, and works alongside your team, not just answering questions from the sidelines.

If you've ever wondered what your agency could accomplish with an AI workforce by its side, this is your chance to see it in motion. Save your spot and get ready to double what your agency can do.

UPCOMING WEBINARS

Webinar Series

AMS On-Demand Two-Week Training Program

Get the most out of your 30-day trial with our two-week AMS training series. All sessions are available on demand, so you can work through the material at your own pace and on your own schedule.

Access the Recordings

Webinar

Momentum MAC Masterclass Series 2: Advanced Automation for Growing Agencies

The MAC Masterclass is back with five new sessions built for agencies that are ready to take their automation further. This series goes beyond the basics — covering service request routing, loss run automation, winback pipelines, workflow dependency mapping, and cross-workflow attribution.

First up on Mon. September 14th: Closing the Ownership Gap. Learn how to automatically route service requests to the right owner and flag delays before anything quietly falls through the cracks

September 15, 2026 | 2 PM ET

Upcoming Webinar: Would You Hire Someone to Do This in 2026?

If you were building your agency's operations from scratch today, would you design them the same way? Join Momentum AMP and Ascend on September 15th at 2:00 PM ET for an interactive session that challenges how agencies think about where their teams spend their time.

Through real-world scenarios and live audience polling, we'll explore which tasks are worth rethinking and where automation can create real capacity for higher-value work.

Buy, Build, or Both? Michael Lebor on AI and the Future of Agency Tech

The buy vs. build debate has always been a challenge for independent agencies — but AI is changing the calculus entirely. In this QRP Insights Series session, Momentum AMP President Michael Lebor joins industry experts to explore how AI is reshaping the economics of agency technology decisions, why the answer is no longer black and white, and why a hybrid approach may be the smartest path forward.

Whether you're evaluating new tech investments or rethinking your current stack, this one is worth a watch.

Watch Now

EVENT

IndieTech 2027: February 1-3, West Palm Beach, FL

IndieTech 2027 is the conference built exclusively for independent insurance agents who want real technology, real strategies, and a real playbook to take home. As Presenting Sponsor, Momentum AMP will be on the floor with a dedicated six-session education track built exclusively for Momentum users.

If you're planning to attend, now is the time to lock in your stay. A discounted room block at the Hilton West Palm Beach is available for a limited time on a first-come, first-served basis.

Book Your Room Now

EDGE

Are You Taking Advantage of Your Free Trial?

As a Momentum customer, you have access to four months of Momentum Edge at no cost, and that includes access to high-intent referrals delivered directly to your agency in real time.

Momentum Edge connects independent agents with consumers who are actively shopping for coverage. Some referrals arrive when a high-intent shopper enters the marketplace and you receive a real-time alert, giving you the chance to review the details and claim it exclusively before anyone else does. Others come directly to you when a consumer has browsed agent profiles, seen yours, and chosen your agency on their own. No claiming required.

Both put motivated, actively shopping consumers in front of your agency. Some agents have reported contact rates of 85% or higher and close rates exceeding 50%.

The free trial is already available to you. The referrals are already out there. The only question is whether your agency is claiming its share.

Get Started

RELEASE NOTES

08/06 Release

This release introduces enhancements across data quality, endorsements, commission tracking, claims workflows, task management, SMS/MMS messaging, ACORD forms, and CRM functionality throughout Momentum AMS.

Data Quality & Commission Tools

A new commission mismatch tool helps identify endorsements where the agent commission rule may not match expected configuration, helping catch issues before they affect reconciliation. Account Manager has also been added as an option within the Mismatch List.

Endorsement Enhancements

Endorsement lists now include AI Search, average Total Amount display, and a new Full Term Amount column. A new filter allows comparison between endorsement and policy effective dates for better visibility into timing and amounts.

Claims Improvements

Claims can now be prefilled from existing Incident Reports to reduce duplicate data entry. Expanded editing is available across the Closure, Financials, and Parties tabs, and claims styling has been updated to match Policy and Quote views for a more consistent experience.

Tasks & Messaging

Momentum AMS can now add a note when a task's due date or assigned user changes (off by default, configurable by admins). SMS/MMS delivery status tracking is now available, with failure notifications included, and integration has been tested with Vonix and Lightspeed Texting.

ACORD Forms & CRM

Several ACORD mapping corrections and improvements are included across forms 90, 125, 130 FL, and 140. CRM Notes have been updated with filtering, reply controls, and additional action buttons, along with interface and performance improvements.

08/20 Release

This release brings new data quality tools, expanded commission reporting, improved carrier and MGA filtering, and enhancements across opportunities, endorsements, policies, renewals, and agency navigation throughout Momentum AMS.

Data Quality & Commission Reporting

A new Agency Commission Rule Mismatch tool helps identify commission records where the rule may not match expected configuration. The Agency Commission Unearned report now includes Agent and CSR filters for more precise review of unearned commissions, and the Producer Commission Statement now uses transaction codes for added detail.

Opportunities & Carrier Downloads

A new Proposal URL field has been added to Opportunities for storing and accessing proposal links directly from the record. Policy and Quote Details pages now indicate when a record is associated with a Carrier Download session.

Endorsements, Carriers & Policies

A new Policy Effective column has been added to endorsement grids for easier comparison with underlying policy terms. Carrier and MGA selectors now support location-based filtering, useful for multi-office agencies. Policies now include a Currency column and search filter.

Renewal Center & Rate

The Renewal Center now includes a Get Indication option for Commercial Auto, Cargo, and Physical Damage. The Rate Grid Action menu has been expanded with additional options for Professional Liability and Flood H2Quoter.

Navigation & Additional Updates

The primary navigation menu can now be configured to scroll independently from the main content area. Life and Health Quote Application insert/edit functionality has been added, and Animals now have a dedicated Main List with batch action support.