Getting Started with Momentum MAC+ CRM

Overview

MAC+ CRM is designed to work seamlessly with Momentum AMS. While the AMS is your system of record for policies and accounting, the CRM focuses on lead management, client engagement, and sales growth. Together, they eliminate duplicate entry, improve follow-up, and help your team convert more opportunities into written business.

Key Features

1. Automatic Sync with AMS

• When you create a prospect or insured in Momentum AMS, that record automatically syncs into MAC+ CRM.

• This ensures your sales team always works with the latest data, without needing to re-enter information.

2. Pipelines for Lead Management

• Track prospects visually as they move through stages (e.g., New Lead → Quoted → Bound).

• Drag and drop leads between stages to update progress.

• Customize pipelines to match your agency’s sales process.

3. Automation

• Send automatic email or text reminders to prospects and clients.

• Create tasks for your team when a new lead is added.

• Schedule renewal reminders 90/60/30 days before expiration.

• Set up missed-call automations that text clients back instantly.

4. Dashboards and Reporting

• For producers: See active leads, open opportunities, and upcoming tasks.

• For agency owners: Track overall sales pipeline, conversion rates, and revenue forecasts.

• Comparison: AMS reports focus on operations and accounting, while CRM reports highlight growth and sales performance.

5. Marketing Tools

• Build campaigns and newsletters directly in the CRM.

• Automate client journeys such as welcome campaigns, cross-sell opportunities, and renewal outreach.

6. Advanced Tools & Integrations

• Zapier: Connect CRM with other apps, such as online forms or calendars.

• Momentum Toolbox AI:

  • Certificate Scan → Capture certificate holder details automatically.

  • Commission Scan → Upload and reconcile commission statements.

  • Policy Compare → Compare coverages and limits across multiple policies.

Signup Options

MAC+ CRM offers two flexible ways to get started:

Lite Levels

Pro Levels

Done-For-You (D4U) Package

With a D4U package, you select the specific automation categories you want, and we build and configure them for you. Categories include:

• Basic Workflows → Renewals, Pending Cancellations, Expired Policies, Happy Birthday, New Business Welcome

• Pipelines → Servicing, Cross-Sell, Renewals, Sales, Claims, Inbound Leads

• Renewals (Advanced) → Above/Below % thresholds, payment capture, drip sequences, commercial/personal timelines, custom niches

• Claims → New claim opened, claim closed

• Google Reviews → New Client, Yearly Check-in, Unpaid Customers

• Cross Selling → Auto, Home, Boat, Commercial, Medicare + custom options

• Integrations → Custom intake forms, RATElink (Work Comp, BOP, GL, Cyber, Personal Auto, Homeowners)

• Inbound & Momentum Edge → First 14 Days, Gone Cold, Quoted Not Closed

Pricing is based on the number of selections.

Best Practices

• Start with one pipeline and one automation during setup to get quick wins.

• Use the CRM daily for lead tracking instead of relying on spreadsheets or sticky notes.

• Owners should review dashboards weekly to track team performance.

• Add marketing campaigns gradually—focus first on lead follow-up, then build advanced workflows.