AI tools that work with Momentum (NowCerts)

Momentum AMP, formerly NowCerts.

AgencyIQ

Retention & cross-sell

Formerly DONNA.ai. Turns AMS data into insights on retention risk, cross-sell opportunities and revenue per client.

HawkSoft · confirmedMomentum (NowCerts) · confirmedAgencyZoom · listed

Ascend

Accounting & reconciliation

Accounting automation for invoicing, payments and reconciliation, using AI to parse documents and reduce manual entry.

Applied Epic · confirmedHawkSoft · confirmedAMS360 · confirmedApplied Systems · listedMomentum (NowCerts) · listedVertafore · listed

Cara

CSR assistant

Triages inbound calls and emails, automates coverage comparisons, quote proposals and certificate issuance, syncing with the AMS.

Applied Epic · writes backHawkSoft · writes backAMS360 · confirmedApplied Systems · listedMomentum (NowCerts) · listed

Certificial

Certificates

Smart COI network issuing certificates from the agent's live AMS policy record; AI extracts data from PDF COIs.

Applied Epic · confirmedHawkSoft · confirmedMomentum (NowCerts) · confirmedApplied Systems · listed

ClientCircle

Marketing

Marketing automation, CRM and communications platform built for insurance.

HawkSoft · writes backApplied Epic · confirmedMomentum (NowCerts) · confirmedEZLynx · confirmedVertafore · listed

Gaya

Quoting

Browser extension that autofills client data into carrier portals, AMS, ACORD forms and PDFs.

Applied Epic · writes backAMS360 · writes backQQCatalyst · writes backMomentum (NowCerts) · writes backEZLynx · writes backHawkSoft · writes back

InsuredMine

Marketing

Insurance CRM with pipeline management, drip campaigns, call logging, cross-sell predictions and an after-hours voice agent.

Momentum (NowCerts) · writes backHawkSoft · writes backAMS360 · confirmedApplied Epic · confirmedQQCatalyst · confirmedSagitta · confirmedZywave · listed

Lightspeed

AI receptionist & phone

Cloud phone system with AI transcripts, summaries, sentiment and automatic AMS call logging.

HawkSoft · writes backApplied Epic · writes backAMS360 · writes backQQCatalyst · writes backMomentum (NowCerts) · writes backEZLynx · writes backAgencyZoom · listedApplied Systems · listedVertafore · listed

Sembley

Intake & forms

Completes ACORDs and supplements with an intake that auto-populates data from prior documents and third parties.

QQCatalyst · confirmedAMS360 · confirmedEZLynx · confirmedHawkSoft · confirmedMomentum (NowCerts) · listed

Sonant

AI receptionist & phone

AI receptionist for inbound calls: routine service, quote intake, routing, and notes written back to agency systems.

Applied Epic · writes backHawkSoft · writes backAMS360 · confirmedQQCatalyst · confirmedEZLynx · confirmedMomentum (NowCerts) · confirmedApplied Systems · listed