Phone Provider Integrations in Momentum AMP

When to Use This

Use this feature when your agency wants to:

• Connect an existing VoIP phone system to Momentum AMP.

• Ensure inbound and outbound calls are automatically logged to client records.

• Centralize communication history (calls, emails, SMS) in one place.

Supported Providers

Momentum AMP currently integrates with the following phone systems:

• Twilio

• Spoke

• Global Telecom

• RingCentral

• Lightspeed Voice

Each provider has its own requirements for API credentials and account setup, but all allow for seamless integration into Momentum AMP.

How It Works

• Activity History: All calls tied to a contact appear in the insured or prospect’s Activity History, alongside notes and other interactions.
• Call Logs Menu: A dedicated Call Logs option is also available in the left navigation for quick access to all agency call records.
• Level of Detail: The data captured depends on the integration:

  • RingCentral: Provides call date, time, and the number dialed.

  • Lightspeed Voice: Provides a direct link to the call recording.

  • Other providers vary in detail, but all ensure core call activity is captured.

Key Notes & Best Practices

• Decide on a phone provider before setup — credentials must come from that provider.

• Test your integration after activation to ensure calls are being captured.

• Use phone integration with Momentum’s tasks and workflows to trigger follow-ups automatically after calls.

Troubleshooting

• If calls aren’t logging, double-check that the integration is enabled and API credentials are valid.

• For Lightspeed Voice, make sure the integration token is active — contact their support team if missing.

• If issues persist, reach out to Momentum Support for assistance.