What is Momentum Automation Center (MAC)?

Momentum Automation Center – Your Agency’s Efficiency Engine Momentum Automation Center (MAC) is an advanced automation platform built into your Agency Management System (AMS). It helps eliminate repetitive tasks, maintain consistency, and improve operational efficiency across your agency. By working behind the scenes, MAC allows your team to focus on growth and client relationships instead of manual busywork.

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 (Entry & Exit Logic)

Workflows in MAC are intelligent cycles that know exactly when to start and when to stop.

The Trigger (Start):Automations launch automatically based on specific AMS events, such as:
- Dates: A policy expiration, a client’s birthday, or a commercial X-Date.
- Status Changes: A quote marking as "Sold," a policy becoming "Active," or a task being "Closed."
- New Data: A new client entering the system or a new portal registration.
The Exit Condition (Stop): Just as important as starting is knowing when to quit. You can set Exit Conditions to automatically remove a client from a workflow if they take a specific action—like replying to an email or renewing their policy—ensuring they never receive a "nudge" after they’ve already engaged.

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 by combining precise filters with targeted actions.

Precision Filtering (The "Who"):Use advanced logic to target the exact right audience.

Include: "Target only Commercial clients with premiums above $5,000."
Exclude: "Target Auto clients, but Exclude anyone who already has a Homeowners policy" (perfect for gap analysis).

The Resulting Actions (The "What"):Once these specific conditions are met, MAC can automatically execute a tailored plan:

Notify the Producer: Create a high-priority task to review the file before the renewal date.
Create a Sales Opportunity: Automatically open a "Cross-Sell Opportunity" in your pipeline to track potential revenue.
Engage the Client: Send a highly personalized email from the assigned agent, ensuring the message fits their specific situation.

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.