How to Automate Onboarding, Sales, and Retention with MAC+ and Done-For-You Services
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Momentum AMP Aug 15, 2025 7:00:00 AM
Note from the author: Please read this article if you want a turnkey solution to the following:
The insurance industry doesn’t lack software—it lacks simplicity. Agencies aren’t short on data, either. They’re short on flow, and that’s why this re-launch of CRM - now rebranded as the MAC+ - is more than just a product update. It’s a shift in how agencies—of all shapes and sizes—can finally operate with clarity, consistency, and compounding value.
Automation Center + CRM (MAC+) are now a fully integrated and unified product. This is a true unification of platform and process—a cleanly engineered, deeply functional CRM ecosystem that can power a two-person agency in Iowa or a multi-office firm managing thousands of clients across the country.
Let’s break it down.
At the core of this relaunch is the combined force of a CRM and Automation Center into one product. Together, they form a tech stack that can actually scale across an agency’s growth curve—from solo operator to 100+ employee enterprise.
MAC now comes in multiple tiers:
What’s truly elegant is that as you grow, you don’t need to migrate to another tool—you just evolve within the system. MAC+ was built to remove ceilings.
Highlights of some of the core features:
Think of it as taking your agency’s AMS (digital role-a-dex) and turning it into a fully functional communication operating system.
The team at Momentum didn’t just stop at building great software. They asked the bigger questions:
Enter the Done-For-You (D4U) MAC — a white-glove service for agencies who want all the benefits of automation, without the burden of implementation and management.
There are three big ideas behind D4U:
We’re talking plug-and-play performance combined with ongoing service, not DIY frustration. D4U was created for operators who want to move fast and win back their day.
Momentum partnered with Jump Suit Group, a powerhouse in marketing automation for insurance agencies, to create the Momentum Automation Playbook—a fully loaded library of strategic automations that work right out of the box.
This playbook includes:
You don’t need to be a tech wizard to win with this. You just need to plug into a system that works. The playbook is constantly updated by the Jump Suit Group team to reflect the latest conversion trends and best practices in insurance automation.
MAC+ isn’t just another tech tool—it’s a shift in what insurance operations can look like.
Remember what we started with?
You sign a client, and they immediately receive an onboarding email, welcome video, calendar booking link for coverage questions, a review request after 30 days, and a cross-sell email 60 days later—all without lifting a finger.
That’s not automation for the sake of efficiency. That’s automating value.
And if you don’t want to build it yourself? Momentum’s D4U team will build and run it for you.
If you’re an agency owner who’s tired of wrestling with clunky CRMs, overwhelmed by new tools, or simply looking for a way to free up time and drive more value for your clients, The MAC+ is ready.
Whether you want to run the playbook yourself…
Or you want a white-glove team to handle it for you…
Whether you’re a 2-person agency or running a statewide operation…
MAC + D4U is your new edge.
Or don’t. And keep sending Google review requests manually at 7 PM on a Thursday night.
Your move.
Note from the author: Please read this article if you want a turnkey solution to the following:
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