Getting Started with Momentum Automation Center (MAC)

What MAC Is and Why It Matters

MAC serves as your agency’s automation hub. It streamlines routine tasks that rarely change — like sending renewal reminders, creating follow-up tasks, or logging activities — so they happen automatically, at the right time, with zero extra effort.

This ensures:

• Improved Productivity → Less manual work for your team.

• Accuracy → Tasks and communications happen on schedule without errors.

• Better Client Experience → Clients receive consistent, timely updates.

Key Features and Capabilities

• Event-Driven Automations

  • Trigger workflows when specific events occur in your AMS.

  • Examples: a policy entering renewal, a new prospect being added, or a proposal being signed.

• Scheduled Campaigns

  • Set recurring communications like renewal notices, holiday greetings, or annual review reminders.

  • Campaigns run automatically on your chosen schedule.

• Workflow Customization

  • Apply conditions based on carrier, premium size, line of business, or agent.

  • Example: if a renewal increases by more than 30%, MAC can notify the producer, create a sales opportunity, and email the client automatically.

• Integrated Communication

  • Send personalized emails and text messages (via Twilio).

  • Dynamic fields (e.g., client name, policy info) keep messages relevant and professional.

• Task & Opportunity Management

  • Automatically create follow-up tasks, log activities for compliance, and open opportunities for upsells or renewals.

• Tag-Based Organization

  • Use tags like VIP Client, Referral Source, or High Renewal Increase to start or stop workflows.

How MAC Works in Daily Operations

• Runs on Real AMS Data → Always accurate, no duplicate entry.

• Works Behind the Scenes → Once configured, automations just run.

• Full Visibility → Monitor automation activity, view pending actions, and adjust as needed.

Benefits for Agencies

• Save Time: Free your staff from repetitive tasks.

• Stay Consistent: Every client receives the same high-quality communication.

• Scale Easily: Handle more business without adding headcount.

• Enhance Client Experience: Timely, personalized outreach improves retention.

Example Use Cases

• Policy Renewals: Renewal notices, questionnaires, and reminders sent automatically.

• New Business Workflows: Create tasks and send follow-ups when a new quote is entered.

• Service Requests: Trigger internal tasks and notifications when clients request changes.

In short, MAC works as your 24/7 automation engine — reducing manual work, preventing errors, and creating a smoother client journey.

Next Steps

 See Momentum Automation Center in Action