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 team starts to feel stretched, client service starts to slip, and your top producers are bogged down by admin work instead of selling. The traditional solution? Hire more in-house CSRs, more account managers, more admin help—except that comes with overhead, onboarding, and risk.
But what if you could scale without adding to your payroll?
That’s exactly what smart agencies are doing with Momentum PROs.
The Hidden Cost of Hiring as You Scale
Adding headcount might seem like the natural step, but it comes with real costs:
- Time-consuming recruiting & interviews
- Training cycles that pull leaders away from high-value work
- Payroll taxes, benefits, HR compliance
- Attrition—hiring and losing staff is expensive
Not to mention the soft costs—like morale dips when the team is overwhelmed or missed revenue when producers are doing admin instead of closing deals.
What’s a Momentum PRO?
Momentum PROs are fully trained, full-time or part-time outsourced professionals who support independent insurance agencies with every operational task—except selling.
- Located in the Philippines and Colombia
- Trained in insurance workflows and Momentum AMS
- Available full-time (40 hrs/week) or part-time (20 hrs/week)
- Managed and supported by our leadership team
- Ready to plug in fast
They’re not VAs. They’re high-output teammates—without the headaches of hiring.
How PROs Power Agency Growth
Here’s how Momentum PROs help you grow without adding internal hires:
✅ Elastic Workforce
Scale up or down based on demand. Need two more full-time staff for a surge? Add them next month. Need to reduce next quarter? Done. No long-term employment contracts.
✅ Zero Overhead
You don’t pay benefits. No payroll taxes. No HR compliance issues. No expensive workstations. It’s all handled.
✅ Fast Ramp-Up
Each PRO is pre-trained on Momentum AMS and core insurance tasks. You’ll typically go live within days.
✅ Operational Leverage
PROs handle quoting, follow-ups, COIs, endorsements, renewals, and back-office tasks—freeing your licensed agents to do what they do best: build relationships and close deals.
✅ E&O Insured
All PROs are covered by Errors & Omissions insurance, giving your agency an extra layer of protection and peace of mind.
Real Results from Agencies Like Yours
One agency replaced 2 full-time CSRs with 3 PROs and saved over $3,000/month—while doubling their policy issuance rate.
Another midsize agency with 15 staff hired 5 PROs and expanded into 2 new states without any internal headcount increase.
Momentum PROs have helped dozens of agencies scale, reduce churn, and focus on what matters most: client growth and retention.
Are You Ready to Scale Smarter?
Here are a few signs it might be time to bring on a PRO:
- You’re turning down work or letting service slide because of staff capacity
- Producers are spending time doing admin work
- You’ve posted job ads but can’t find qualified candidates
- You want to grow but need to keep fixed costs low
The Momentum PROs Model
Monthly Pricing:
- $1,500/month – Part-Time PRO (20 hours/week)
- $2,650/month – Full-Time PRO (40 hours/week)
(Pricing is the same across all call centers: Medellin, Armenia, and the Philippines)
Onboarding Fee:
$600 one-time fee to help cover the cost of onboarding a PRO for a short-term (3-month) commitment
(Fee is waived with a 12-month commitment)
Commitment:
3-month minimum to get real results with flexibility to scale as needed
Let’s Talk About Scaling Smarter
Momentum PROs help you grow your agency with fewer risks, faster results, and less overhead.
No HR drama. No training nightmares. Just scalable talent that gets insurance and gets it done.
👉 Schedule a Discovery Call to meet your future PRO team.