Scaling Without Hiring: How Smart Insurance Agencies Are Growing With Momentum PROs
Growth is the goal—but for many insurance agencies, it’s also the roadblock.Hiring is slow, expensive, and unpredictable. As you scale, your internal...
Interactive Reports: A new Customer Retention report has been added and is now available.
Data Quality Tools: A new page providing quick access to all data quality tools has been added and is accessible from both the dashboard and dashboard light.
Prospects & Quotes: Combined batch actions streamline your follow-ups.
Custom Fields Search: Tag filtering + bulk tag edits.
Driver License Scan: Fully integrated and ready to use.
Grid Toggle Fit: Set as default in your layout configurator.
Insured List: Filter by active policies and specific LoBs with logic operators.
Totals & Averages: Switch easily between both in financial summaries.
Carriers: Search by Service Score.
Boats: New filter—“Has Active Policy”.
Direct Bill Payments: Filter for past-due items.
Growth is the goal—but for many insurance agencies, it’s also the roadblock.Hiring is slow, expensive, and unpredictable. As you scale, your internal...
Agency Management System: Reporting & Data Tools New Reports:Direct Bill PaymentsandChurnadded to Interactive Reports. Direct Bill Payments...
Revolutionizing Insurance Submissions: How Technology Simplifies the Agent's Journey
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We’re excited to roll out a fresh batch of updates for Momentum, featuring new tools and enhancements to help streamline your workflow and improve...
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We're excited to roll out a fresh set of updates for Momentum, bringing new features and improvements to enhance your experience. Here's a rundown of...
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Today, we have a release with some new features and additions for Momentum. Here is the list of changes included:- Interactive Reports - Service...