Getting Started with Momentum Automation Center (MAC)

Why MAC Matters

MAC ensures every important task happens on time and accurately — without manual intervention.

This means:

• Improved Productivity: Routine work like renewals, reminders, and follow-ups run automatically.

• Greater Accuracy: Actions happen on schedule and consistently across your team.

• Enhanced Client Experience: Clients receive timely, personalized communication without delays.

In short, MAC acts as your 24/7 automation engine — reducing manual effort, preventing errors, and improving every step of your client journey.

Key Features and Capabilities

1. Event-Driven Automations

Trigger workflows automatically when specific events occur in Momentum AMS — such as:

• A policy entering renewal

• A new prospect being added

• A proposal being signed

Each event can launch multiple actions: sending emails, assigning tasks, updating records, or notifying team members.

2. Scheduled Campaigns

Use MAC to create scheduled or recurring communication campaigns for:

• Renewal notices

• Policy review reminders

• Seasonal messages or holiday greetings

Campaigns run automatically based on your defined schedule, ensuring consistent client touchpoints.

3. Workflow Customization

Create workflows that respond to your agency’s specific conditions:

• Filter by carrier, premium size, line of business, or assigned agent.

• Example: If a renewal premium increases by more than 30%, MAC can automatically:

  • Notify the producer

  • Create a sales opportunity

  • Send an email to the client

This logic ensures your team reacts to meaningful changes — not just dates.

4. Integrated Communication

MAC integrates directly with Momentum AMS communication tools and third-party providers like Twilio, allowing you to:

• Send personalized emails and SMS messages automatically.

• Use dynamic merge fields (e.g., client name, policy number, renewal date) for professional, relevant messages.

• Track delivery, replies, and click rates for full visibility.

5. Task and Opportunity Management

MAC goes beyond communication — it can also:

• Automatically create follow-up tasks or reminders.

• Log activity notes for compliance.

• Create or update sales and renewal opportunities directly in your pipelines.

• Move opportunities between stages as progress is made.

6. Pipeline Automation

Pipelines in MAC give agencies visual control over renewals, sales, and service workflows.

• Create custom pipelines by line of business or renewal type.

• Drag and drop opportunities between stages.

• Attach quotes, notes, and documents.

• Add automations that trigger when opportunities move stages (e.g., “Sent to Quoting” → send email, assign task, post webhook).

This keeps your team organized and ensures no client falls through the cracks.

7. Proposal and Document Automation

MAC can generate and send fully branded proposals automatically.

• Compare quotes, include carrier logos, and add videos or attachments.

• Email proposals directly to clients for review and e-signature.

8. Analytics and Performance Tracking

MAC includes built-in analytics to measure:

• Automation and campaign activity

• Open, reply, and click rates

• Workflow performance and completion rates

• Opportunity progress and win ratios

These insights help your agency refine workflows and improve efficiency over time.

How MAC Works in Daily Operations

• Runs on Real AMS Data: MAC syncs directly with Momentum AMS — no double entry required.

• Works Behind the Scenes: Once configured, automations run automatically based on triggers and filters.

• Full Visibility: You can monitor automation activity, view pending actions, and adjust workflows as needed.

Common Agency Use Cases

• Policy Renewals: Automatically send renewal notices, questionnaires, and reminders.

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

• Service Requests: Notify staff and assign tasks when clients request changes.

• Cross-Sell Opportunities: Identify and message clients who meet specific coverage or premium conditions.

Benefits for Agencies

• Save Time: Reduce repetitive administrative work.

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

• Scale Effortlessly: Handle more business without increasing staff.

• Enhance Retention: Timely, proactive communication improves client satisfaction and loyalty.

Key Notes & Best Practices

• Start small — automate one or two workflows before expanding.

• Use tags and filters to keep workflows targeted and avoid unnecessary triggers.

• Review workflow analytics regularly to measure engagement and success.

• Combine MAC automations with Momentum AMS pipelines for complete operational visibility.

Next Steps

 See Momentum Automation Center in Action