Newsletter • October 2026

Momentum Unlocked:

The Hive, Upcoming Events & More

This Month’s Highlights:

Spotlight: This Isn't a Tool. It's a Transformation
Upcoming Webinars
IndieTech 2027: February 1-3, West Palm Beach, FL
Release Notes
Momentum Roam
Real Reviews, Real Results

"You don’t have to be great to start, but you have to start to be great."

ZIG ZIGLER

SPOTLIGHT

This Isn't a Tool.

It's a Transformation.

Your agency doesn't need another AI tool to figure out. It needs AI that understands how your business works and helps your team get more done.

That's why we built InsuranceAgency.AI, the AI operating system designed specifically for independent insurance agencies, and The Hive, our premium subscription that helps agencies put AI to work.

InsuranceAgency.AI is designed to work alongside the systems your agency already uses, bringing your tools, data, and workflows together. AI agents help handle repetitive tasks, from issuing certificates to completing forms, while your team receives the onboarding, training, and support needed to make the most of the technology.

The result? Less time spent on administrative work and more time for what matters most: building client relationships, providing expert advice, and growing your agency.

AI doesn't replace your agents. It multiplies them.

Ready to discover what your agency can accomplish with an AI workforce by its side?

Apply for the Hive

UPCOMING WEBINARS

Thursday, October 29 | 6 PM ET

Happy Hour with Kayden Stephens

Happy Hour is our recurring bi-weekly session where Kayden Stephens and the Momentum team go live to share what’s new across the platform and open the floor to your questions and ideas. It’s an informal, community-driven conversation — no agenda, just real talk. Join us Thursday, October 29th at 6:00 PM ET and come see what’s been happening.

Thursday, October 29, 2026 | 2 PM ET

Still Managing Certificates

of Insurance Manually?

If certificate requests are eating up your team’s time, this one is worth an hour of your day. Join Certificial CEO and Co-Founder Pete Teresi on Thursday, October 29 at 2:00 PM ET to see how Certificial’s SmartCOI Network can automate certificate request responses, give insureds self-service capabilities, and reduce your agency’s E&O exposure by keeping the most up-to-date COIs always accessible.

Best of all, as a Momentum AMS user, the integration and Certificial’s Agent platform are completely free.

While you’re at it, mark your calendar for two more upcoming Certificial events: a Happy Hour on November 5 at 4:00 PM ET and a webinar on November 19 at 1:00 PM ET. More details on both coming soon.

Monday, November 9, 2026 | 4 PM ET

MAC Masterclass Session 5:

Cross-Workflow Attribution

The final session of the MAC Masterclass series tackles one of the trickier questions in agency automation: when multiple workflows touch the same client, how do you know which one actually made a difference?

Most agencies can see that a workflow ran — but not whether it contributed to a bind, renewal, or cancellation. This session covers how to track which automations are actually driving outcomes, so you know what to scale, what to fix, and what’s just noise.

EVENT

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

IndieTech 2027 is three days of hands-on technology, strategy, and networking built exclusively for independent insurance agents — and as Presenting Sponsor, Momentum AMP will be there with a dedicated six-session education track built just for Momentum users.

If you’re registered, now is the time to lock in your room. The discounted room block at the Hilton West Palm Beach is filling up fast, and waiting until December may mean missing out on the best availability.

Momentum users: use code AMP27 for an exclusive $50 discount on IndieTech ticket registration.

Book Your Room Now

RELEASE NOTES

10/1 Release

This release introduces duplicate vehicle detection, AI-powered report analysis, an updated data import experience, expanded commission visibility, and a range of usability improvements throughout Momentum AMS.

Data Quality & Imports

The Data Quality Tools now include potential duplicate vehicle detection, giving agencies another way to identify and clean up vehicle records. The Manual Data Import experience has been significantly updated with a new Preview & Edit step that flags invalid values before import, clearer column mapping, and a history view of previously imported lists. Current support includes Insureds, Prospects, Vehicles, and Drivers.

Interactive Reports & AI Analyzer

An AI Analyzer is now available within several Interactive Reports, including many Agency Focus reports. Users can generate an AI summary of a report or enter custom prompts to explore the data further. Insured/Prospect reports now include a Show Stats option, and the Auto Liability Limits report has been expanded with new columns for Carrier, MGA, Policy Effective Date, Expiration Date, and Value, plus an export option.

Commission Visibility & Transfers

The Policies/Quotes List now includes Agency Retained Commission and Agency Retained Commission Received fields for additional visibility into retained commissions. Commission payment transfers between endorsements have also been improved to better handle situations where a commission does not already exist.

Policy Management & Navigation

The Change Insured action within Policy Details now includes Advanced Settings for more refined control over how related items are handled during a move. Faster access to Info Centers is now available by clicking the name or number in the Details page header for Insureds, Prospects, Policies, and Quotes.

IVANS, Vehicles & Endorsements

A new global Created/Updated Records List is available for IVANS Sessions, accessible from the Carrier Downloads list. Vehicle records now include a Total Amounts option. Endorsement-related lists now include an optional Currency column with appropriate currency symbol display.

Additional Updates

The Certificate Holder Info Center now includes a Contacts tab. Broker Invoices can now be exported to CSV via Quick Export. Custom Fields Preview now supports 1, 2, or 3 column layouts. The Renewal Center start date has been adjusted to begin one day before the current date.

09/17 Release

This release expands reporting, searching, account visibility, policy management, and accounting capabilities throughout Momentum AMS.

Interactive Reports & Dynamic Search

Opportunity reports now include Premium and Commission columns for more financial detail. A new Policies/Quotes by Currency report has been added, and Dynamic Search can now locate vehicles by VIN using the @VIN prefix.

Account Visibility & Policy Management

Agencies now have additional control over Insured and Prospect account visibility, with a new option to limit access to admin users, assigned agents, or the record creator. Policies can now be moved to a different Insured or Prospect directly from Policy Details, and Inland Marine records can be assigned to multiple policies.

Endorsements, Change Requests & Addresses

The Add New Payment to Existing Commissions option within Endorsement-Related Items has been updated. Policy Change Requests can now be archived or returned to active status. The Locations tab now includes the ability to merge address records to consolidate duplicates.

Renewal Center & Quote Applications

The Renewal Center now includes an Upsell Indicator search filter for reviewing renewal opportunities. Insert and Edit pages have been added for Watercraft, Bonds, and Renters Quote Application types.

Data Quality, Payables & Currency

The Data Quality Overall Summary now supports PDF export, delivered directly to the user's email. Payables have been updated to include a new Net Payable amount alongside the existing Total. A new batch action allows currency to be updated across selected policy or quote records.

Email Templates & IVANS

The Send Email modal now supports template category filtering for easier template selection. Additional navigation has been added for insured items linked to an IVANS session, with a new Go To Session grid action available through the Grid Configurator.

09/03 Release

This release expands data quality, reporting, commission management, workflow visibility, imports, ACORD forms, and integrations throughout Momentum AMS.

Data Quality & Duplicate Detection

The Potential Duplicates tool has been expanded to identify possible duplicate Contacts and Drivers, giving agencies more ways to clean up records and maintain data accuracy.

Interactive Reports & Commission Reporting

Several new Endorsements By reports have been added with nesting support for flexible grouping. Agency Commissions By reports now include columns for Agency Commission Percentage and Agency Commission Received Percentage.

Endorsements & Commission Management

Agency and Agent Commission payments can now be moved between policies and endorsements belonging to the same insured, making it easier to correct misapplied payments. A new batch action allows users to set the Policy Effective Date to match the Endorsement Effective Date.

Action Center & Agent Commission Statements

The Dashboard Action Center now includes Overdue options with three interval settings for better visibility into outstanding items. Agent Commission Statement reports now support filtering by Agent Location, useful for multi-location agencies.

Opportunities, Service Requests & Imports

Opportunity and Service Request Details now display indicators for task and workflow status, consistent with what's already available from Insured Details. Manual Data Imports now show the number and specific records created, currently available for Trucking Companies and Policies tables.

ACORD Forms & Currency

ACORD Form Packages can now be generated based on Lines of Business associated with an Opportunity, and the Package List is now accessible from both Insured and Prospect Details. Currency values now display with the appropriate symbol, and policy and quote lists include a Total Amounts toggle for switching between currencies.

API, Integrations & CRM

Account Manager information is now supported across the Policy, Quote, and Insured APIs. Additional integration updates include AMS Sales Goal integration, file transfer from MAC to AMS for Opportunities, and a new endpoint for Service Request Notes. CRM improvements include configuration enhancements, one-page view tab updates, and a resolved drag-and-drop issue in the Opportunities pipeline.