mAC Glossary: Key Terms & Jargon

An ongoing sequence that runs 24/7. It waits for a specific trigger (like a policy renewal or birthday) to enroll contacts individually as they qualify.

A one-time blast sent to a static list of people on a specific date and time (e.g., Holiday Greetings or Office Closure notices).

A pre-built template. Momentum provides "Default Recipes" (like standard renewals) that you can clone and customize so you don't have to build from scratch.

The act of a contact entering a workflow. If a client is "Enrolled," they are currently active inside the sequence and waiting for the next step.

The event that starts the workflow. Examples: "Policy Expiring in 30 Days," "New Prospect Created," or "Task Status Changed."

Criteria used to refine the audience. Filters allow you to say "Start the workflow when the policy expires (Trigger), BUT ONLY IF the Line of Business is Personal Auto (Filter)."

Any action the system takes. This includes sending an Email, sending an SMS, creating an Internal Task, or posting a Note.

The waiting period between steps. For example, if Step 1 is an email and Step 2 is a text, a "3 Wait Days" means the system waits 3 days after the email before sending the text.

The rule that stops the workflow early. Common exit conditions include "Client Replies to Email" or "Policy Status changes to Renewed."

A placeholder code (e.g., {Insured First Name}) that automatically inserts specific data from the AMS into your email or text message.

The expiration date of a prospect's current policy with a competitor. This is a critical trigger for sales prospecting workflows.

A method for mAC to "talk" to outside apps. You can use webhooks to trigger a workflow when someone fills out a form on your website (e.g., Gravity Forms or JotForm).

The previous internal name for the Momentum Automation Center. You may still see "Fusion" in some URL links, but it refers to the same system.