Getting Started with NC Roam

Momentum Roam Overview
  NC Roam is the mobile companion to Momentum AMP, designed to keep your agency connected on the go. Available for iPhone, iPad, and Android devices, Roam delivers real-time synchronization, intuitive navigation, and secure access to insureds, policies, and tasks — anytime, anywhere.


Key Features of NC Roam

Streamline Your Workflow with On-Demand Data Access

  • Real-Time Synchronization – Roam stays automatically up to date with your Momentum AMP account.

  • Mobile Management – Access insureds, policies, files, and billing data from your phone or tablet.

  • Instant Updates – Get notifications on policy changes and renewals in real time.

  • Cloud-Based Convenience – Securely retrieve and update agency information wherever you are.

Navigate with Ease

  • User-Friendly Design – Clean, intuitive layout designed for quick learning.

  • Quick Access Tools – Search, filter, and jump directly to policies, claims, or invoices.

  • Customizable Dashboard – Personalize your home screen with the activities that matter most.

  • Efficient Task Management – Manage activities, notes, and service requests without logging in to the full AMS.

Real-World Examples from the App

  • Certificates on the Go – Send COIs directly from your phone, choose holders, CC recipients, and email instantly.

  • Client Communication – Call, email, or text an insured with one tap from their profile.

  • Daily Activities – Review today’s tasks and reminders, like renewal follow-ups or client touchpoints.

  • Insured Profiles – View insured details, policies, claims, invoices, notes, and documents in one screen.

Benefits for Agencies

  • Comprehensive Integration – Fully syncs with Momentum AMP data.

  • Enhanced Productivity – Manage client service, certificates, and communication from the field.

  • Mobile Accessibility – Perfect for remote work, site visits, and after-hours client service.

  • Secure & Reliable – Built with modern security standards to protect client data.


How to Access Momentum Roam

  1. Log in to Momentum AMS.

  2. From the left navigation, click Momentum AMP.

  3. Select NC Roam - Mobile App.

  4. From this page, you can view subscription options, start a free trial, or manage your current plan.



Momentum Roam Pricing

Momentum Roam offers flexible subscription plans based on the number of active users:

PlanUser AccountsMonthly Fee
"XXS" Plan0–10 users$10
"XS" Plan11–100 users$30
"S" Plan101–300 users$50
"M" Plan301–700 users$90
"L" Plan701–1200 users$150
"XL" Plan1201–2000 users$250
"XXL" Plan2001–5000 users$500
"XXXL" Plan5001–10,000 users$1000

Each plan comes with a free trial option to help agencies test NC Roam before committing.



Getting Started in 3 Easy Steps

  1. Install the App

  2. Set Up Your Profile

    • Log in with your Momentum AMP account credentials.

  3. Enjoy the Features

    • Begin managing insureds, policies, tasks, and more directly from your mobile device.

 

Frequently Asked Questions

How do I synchronize my Momentum AMP data with Roam?

  • No extra steps are required — Roam automatically uses the same data as your Momentum AMP account.

Is Momentum Roam compatible with all devices?

  • Yes. Roam works on iPhone, iPad, and Android devices.

Can I manage all types of insurance policies?

  • Yes. Roam provides access to a comprehensive view of client and policy data.

Can I customize notifications and alerts?

  • Yes. Notification settings are fully customizable to match your preferences.

What support is available?

  • A dedicated support team is available for setup questions or troubleshooting.


Best Practices for Using NC Roam
  • Enable notifications to stay on top of policy changes and updates.
• Customize your dashboard to prioritize your most-used tools.
• Use filters and search for faster access to client and policy data.
   • Always keep your app updated for the latest features and security enhancements.

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