3 min read

How to Automate Onboarding, Sales, and Retention with MAC+ and Done-For-You Services

How to Automate Onboarding, Sales, and Retention with MAC+ and Done-For-You Services
How to Automate Onboarding, Sales, and Retention with MAC+ and Done-For-You Services
6:41

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.

 

1) Automation Center + CRM: The MAC+ Has Arrived

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:

  • Lite – Ideal for newer or smaller agencies. It covers cancellations, renewals, SMS messaging and email drips.
  • Pro – Includes everything from lite, but adds in advanced pipeline tools, list uploads, cross selling, Google Reviews and calendar integrations.

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:

  • Calendar scheduling and call logs
  • Smart workflows and contact journeys
  • Tag-based automation triggers
  • SMS, email, and phone integrations
  • Custom pipeline stages and reporting
  • Full Automation Center functionality baked into the MAC+

Think of it as taking your agency’s AMS (digital role-a-dex) and turning it into a fully functional communication operating system.

 

2) Done-For-You MAC & MAC+: Because Software Alone Isn’t the Solution

The team at Momentum didn’t just stop at building great software. They asked the bigger questions:

  • How do we make this turnkey for any agent?
  • What if the agency isn’t tech savvy?
  • What if an agency doesn’t want to run the MAC themselves?
  • How can we reduce errors in use?
  • How can we get agencies using it daily?

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:

  1. Take the thinking out of implementation and management.

    Simply put - We know what's working well for agents. Instead of handing you a blank dashboard, D4U installs a library of pre-built automations proven to drive servicing efficiency, new sales, and retention.
  2. Avoid another “learning curve.”

    Most agents don’t want to learn a new tool. D4U brings in a fully trained CRM implementation team that configures and runs campaigns for you—cross-selling, review requests, claims outreach, and more.
  3. Save money and time.

    Hiring a full-time MAC manager can cost $60-100K+ per year. With D4U, agencies get the firepower of a full-time MAC team, for just a few hundred dollars per month.

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.

 

3) The Momentum Automation Playbook: A Proven Path, Built by Jump Suit Group

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:

 
Servicing Automations
  • Claims Follow-Up: Keep clients informed, reassured, and engaged throughout the claims process.
  • Renewal Outreach: Automated, personalized renewal messages to drive higher retention.
  • Welcome Campaigns: Onboard new clients with professional, branded messaging sequences.

Sales Automations
  • New Lead Drip Campaigns: Automated emails and texts to follow up with leads from website forms or call-ins.
  • Quote Follow-Ups: Automated multi-channel outreach to re-engage warm leads and close deals.
  • Pipeline Movement Triggers: Automatically push prospects to the next pipeline stage based on behavior.

Retention + Cross-Selling
  • Google Review Requests: Seamless review asks via SMS after positive interactions.
  • Happy Birthday & Anniversary Campaigns: Personal touches that turn clients into long-term fans.
  • Cross-Sell Nudges: Automated prompts for homeowners with no auto, or clients without umbrella policies.

Marketing & Lead Generation
  • Purchased Lead Nurturing
  • Inbound Lead Nurturing
  • SEO Lead Generation
  • Website Design
  • Fully integrated website forms with your AMS

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.

 

What This Means for the Future of Agencies

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.

How to Automate Onboarding, Sales, and Retention with MAC+ and Done-For-You Services

How to Automate Onboarding, Sales, and Retention with MAC+ and Done-For-You Services

Note from the author: Please read this article if you want a turnkey solution to the following:

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