Momentum Pros

Why Choose Momentum PROs?

• Reduced Overhead – Offshore staffing significantly lowers operating expenses.

• Expertise in Momentum AMS – All PROs receive rigorous system training through Momentum University.

• Scalable Staffing – Choose flexible full-time or part-time roles based on your needs.

• Global Talent – Staff are sourced from strategic hubs in Colombia (Medellín & Armenia) and the Philippines.

• Low Commitment – After a short initial commitment, contracts shift to a month-to-month model.

The bottom line: you can expand service capacity and streamline workflows without increasing fixed in-house costs.

PRO Capabilities

Momentum PROs are trained to handle a wide range of non-sales insurance functions, including:

• Issuing Certificates of Insurance (COIs).

• Processing endorsements and policy changes.

• Data entry and policy management.

• Claims follow-up and processing.

• Renewal tracking and documentation.

• Customer service and phone answering.

• Chat and email support.

⚠️ Important: PROs are not licensed producers and cannot perform sales functions.

Staffing Locations

• Medellín, Colombia – Full-time and part-time PROs, bilingual support (English/Spanish).

• Armenia, Colombia – Full-time and part-time PROs, bilingual support (English/Spanish).

• Philippines – Full-time and part-time PROs, specializing in compliance and administrative tasks.

Pricing

• Full-Time PRO: $2,650/month (35 hours per week).

• Part-Time PRO: $1,500/month (20 hours per week).

• Onboarding Fee: $800 (includes recruitment, training, and equipment).

Pricing is standardized across all staffing locations.

Commitment & Contracts

• Initial commitment: 3 months.

• After that: Month-to-month, extendable in 3-month blocks.

• Agencies may switch PROs or add new staff as needs evolve.

• The onboarding fee covers all setup costs (not itemized).

Training & Quality Assurance

• Training – Cohort-based for cost efficiency and consistency. Includes Momentum AMS workflows, insurance terminology, and agency SOPs.

• Performance Monitoring – Managed through Insightful.ai for productivity tracking.

• Quality Reviews – Conducted regularly by dedicated Client Success Managers.

All PROs complete their training through Momentum University, Momentum AMP’s structured education platform.

Client Support & Success

When you hire a PRO, you also receive:

• A dedicated Client Success Manager.

• Regular check-ins and performance reporting.

• Flexible scaling options (add or reduce staff quickly).

• Clear escalation paths for any concerns.

This ensures your agency’s PROs remain productive, accountable, and aligned with your business goals.

How to Get Started

Getting started with Momentum PROs is simple:

1. Schedule a free consultation at https://momentumamp.com/pros.

2. Meet with our onboarding team to discuss your staffing needs.

3. Review and sign the service agreement.

4. Join a discovery call to outline your workflows and goals.

5. Get matched with qualified PRO(s) based on your needs.

6. Begin onboarding and orientation with your dedicated PRO team.

Have More Questions?

If you’re considering Momentum PROs but want to explore details first, here are your options:

• Visit the PROs Page – https://momentumamp.com/pros for details, pricing, and consultation scheduling.

• Sales Inquiry – Email our sales team at sales@momentumamp.com.

• Support Ticket – If you’re already a Momentum AMS user, submit a support ticket under Momentum PRO Services to connect directly with our team.

We’re here to answer your questions, help you identify the right staffing model, and set your agency up for success.