Why Choose Momentum PROs?

Momentum PROs is designed to help agencies grow while maintaining consistent service and operational efficiency.

Key benefits include:

• Reduced Overhead – Outsourced staffing saves an estimated 50–70% compared to U.S. in-house hires, with no payroll taxes, employee benefits, or turnover costs to manage.
• OS165-Trained Expertise – Every PRO completes the full OS165 playbook, consisting of 165 documented workflows across 35 process areas, before receiving training on your agency's specific procedures.
• AI-Enhanced Delivery – PROs work alongside AI-powered quality assurance, performance analytics, and workflow acceleration tools to improve consistency and efficiency.
• Scalable, Flexible Staffing – Choose Dedicated or Split PRO staffing levels and add, replace, or expand PROs as your agency's workload changes.
• Global Talent – PROs are sourced from staffing hubs in the Philippines, Medellín (Colombia), Armenia (Colombia), and Pakistan.
• No Long-Term Commitment – All Momentum PROs services are offered month-to-month, allowing you to adjust staffing as your business evolves. 

The bottom line: Momentum PROs helps agencies expand service capacity and standardize execution with AI-enhanced, OS165-trained staff—without increasing fixed in-house costs. 

PRO Capabilities

Momentum PROs are trained across 35 process areas and 165 documented workflows through OS165, supporting a wide range of non-licensed insurance operations.

Areas of expertise include:

Renewals & Client Servicing

• Renewal management
• Endorsement management
• Non-pay cancellation follow-up
• Non-renewal coordination
• Retention management

Certificates & Compliance

• Certificate of Insurance (COI) management
• Required document review
• Carrier notification coordination
• Trailing document management

Quoting & New Business Support

• New business quoting
• X-Date management
• Contact and pipeline management
• Pre-bind compliance

Finance, Accounting & Administration

• Commission and reconciliation management
• Mortgagee and additional interest updates
• Vendor management
• Invoice processing support

Carrier & Client Communications

• Inbound carrier email management
• Fax and voicemail management
• First Notice of Loss (FNOL) logging
• Reputation and review management

Sales Operations & Lead Support

• Lead credit management
• Sales win-back management
• Referral management
• Text and email administration

Important: Momentum PROs focuses exclusively on back-office and operational workflows. PROs are not licensed producers or advisors and do not perform licensed sales or advisory functions. 

Staffing Locations

Momentum PROs currently provides staffing from the following locations:

• Philippines
• Medellín, Colombia (English/Spanish bilingual support)
• Armenia, Colombia (English/Spanish bilingual support)
• Pakistan

Dedicated, Split, and Project-based staffing options are available from these staffing hubs. 

Pricing

Current pricing includes:

• Dedicated PRO: $2,950/month (172 hours per month)
• Split PRO: $1,950/month (86 hours per month)
• Projects: $35/hour (30-hour monthly minimum)
• Onboarding Fee: $900 per PRO (one-time fee at the start of service) 

Commitment & Contracts

Momentum PROs is designed to provide flexible staffing options.

• No minimum commitment
• Services are provided month-to-month
• Agencies may cancel services at any time
• Agencies may add, replace, or expand PROs as workload changes without long-term commitments 

Training & Quality Assurance

Every Momentum PRO completes comprehensive training before supporting your agency.

Training and quality initiatives include:

• Ecosystem Training – PROs are trained across Momentum's ecosystem, including AMS, CRM, and MAC.
• Processes & Workflows – Every PRO completes the OS165 playbook before learning your agency's specific workflows.
• AI-Powered Quality Assurance – AI tools review work for consistency and quality.
• AI Performance Analytics – Productivity and output quality are continuously monitored.
• Workflow Acceleration – AI tools assist PROs in completing work more efficiently. 

Client Support & Success

Every Momentum PRO engagement includes:

• A dedicated Client Success Manager (CSM)
• AI-powered performance analytics and reporting
• Flexible staffing as agency needs change
• Ongoing quality assurance and oversight

This support helps ensure your PROs remain productive, accountable, and aligned with the OS165 workflow framework. 

How to Get Started

Getting started with Momentum PROs is simple.

1. Meet with our team to discuss your staffing needs.
2. Attend an onboarding meeting to align on scope and workflows.
3. Get matched with a PRO based on your agency's needs.
4. Review and sign your service agreement.
5. Begin training and delegation as your PRO ramps up on your workflows.
6. Receive ongoing support through your Client Success Manager and performance reporting. 

You can schedule a free consultation by visiting:

http://meet.momentumamp.com/pros 

Have More Questions?

If you're considering Momentum PROs and would like additional information:

• Visit the Momentum PROs page for pricing, service details, and consultation scheduling http://momentumamp.com/pros.
• Email: pros@momentumamp.com
• Book a Meeting: https://meet.momentumamp.com/pros
• Existing Momentum AMS customers: Submit a support ticket under Momentum PRO Services to connect directly with our team. 

Summary

Momentum PROs provides insurance agencies with experienced, AMP-trained professionals who support back-office insurance operations using standardized OS165 workflows. Combined with AI-powered quality assurance, flexible staffing options, and dedicated Client Success Managers, Momentum PROs allows agencies to increase operational capacity while reducing overhead and maintaining consistent service delivery.