Accessing Momentum Roam

You can access Momentum Roam directly from within Momentum AMS:

1. Navigate to the left-hand menu

2. Select Momentum AMP

3. Click Roam - Mobile App

This will launch the mobile experience.

Mobile Interface & Navigation

Momentum Roam is designed specifically for mobile usability:

• Streamlined interface optimized for smaller screens

• Faster navigation between key agency functions

• Simplified layout for quick access to daily tasks

This allows your team to stay productive whether in the office or in the field.

Service & Claims Management

Manage service activity directly from your mobile device:

• Submit and track Service Requests

• File new Claims and monitor their status in real time

• Assign service-related tasks to team members instantly

This enables faster response times and improved client service.

Insureds & Prospects

Access and manage client information on the go:

• View expanded Insured details, including agent and agency assignments

• Access full client profiles from mobile

• Use the Referral Tool to quickly share agency or agent information with prospects

• Improved Client Login View with permission-based access

This ensures your team always has the information they need when interacting with clients.

⚙️ Admin & Subscription Management

Momentum Roam includes enhanced administrative capabilities:

• Access Super User menus directly from mobile

• Manage subscriptions and billing details

• Monitor user counts and plan limits

• View updated management dashboards

This provides flexibility for agency administrators to manage operations without being tied to a desktop.

Simplified Mobile Pricing

Momentum Roam introduces a growth-focused pricing model designed for scalability:

• Agency Focused Plan – $10/month (up to 20 users)

• Client Growth Plan – $45/month (up to 1,000 users)

• Unlimited Plan – $99/month (1,001+ users)

✔ No per-user cost barriers
✔ Easy scaling as your agency grows
✔ Full team access across all plans

Why Use Momentum Roam?

Momentum Roam helps your agency:

• Stay connected from anywhere

• Improve response time for service and claims

• Access critical client data in real time

• Empower producers and service teams in the field

Momentum Roam continues to evolve with ongoing improvements focused on mobility, efficiency, and ease of use.