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What is Partner Platform (Partner XE)?

The Agency Management System known as Partner XE from Partner Platform is highly valued by clients for its user-friendly design, comprehensive features, and cost-effectiveness. Designed specifically for agencies that prioritize community values and seek to escape the complications of traditional management systems, Partner Platform prides itself on a trustworthy team that aligns with your principles as a collaborator. With this platform, you can seamlessly oversee the entire journey of your agency’s client relationships—from initial sales and service to renewal—within a single, cohesive system that includes functionalities for sales and marketing, client policy management, financial oversight, an agency-branded mobile app, integrated text messaging, data analytics, web solutions, and compatibility with third-party tools or industry partners, making it a comprehensive solution for modern agency needs. Moreover, this holistic approach not only enhances operational efficiency but also fosters stronger connections between agencies and their clients, ensuring long-term success.

What is Momentum AMP by NowCerts?

Momentum AMP by NowCerts is an AI-powered platform for insurance agencies that combines agency management, automation, communication, lead generation, premium finance, rating, staffing, and AI tools into one unified system. The company began as NowCerts in 2009 with a focus on creating an intuitive, secure, and affordable agency management solution. After merging with Insurance Gig in 2023 and rebranding as Momentum in 2024, the company expanded its technology with integrated data, advanced APIs, automated workflows, and real-time insights. Momentum AMS helps agencies manage essential operations such as policy management, billing, claims processing, reporting, client communication, and administrative workflows. Momentum Automation Center integrates with Momentum AMS to automate sales and policy pipelines through emails, texts, tasks, tags, notifications, and stage-specific actions. Momentum Edge supports agency growth through appetite-matched referrals and online visibility tools that help the right clients find the right agencies. Momentum PremFi simplifies premium finance quoting by removing duplicate entry and connecting agencies with finance vendors while supporting existing finance agreements. Momentum Rate helps agencies quote and bind commercial lines faster from within Momentum AMS, while Momentum MAPS provides consultative support for quoting, renewals, compliance, and service workflows. Momentum PROs offers managed bilingual staffing support, Momentum Toolbox provides a suite of AI tools, and Momentum Voice delivers a customizable voice agent for handling calls and client interactions. InsuranceAgency.AI extends the platform with an AI operating system built specifically for independent insurance agencies and designed to work with the software they already use. Momentum AMP helps agencies replace legacy complexity with a connected, scalable, and AI-focused platform that supports stronger efficiency, better client service, and sustainable growth.

Media

Media

Integrations Supported

Formstack
Applied Rater
Microsoft Outlook
Microsoft Word
PL Rating
RMail

Integrations Supported

Formstack
Aline
Call Logic
Certificial
Gaya Ai
Gmail
Google Drive
Keap
Pathway Insurance Software
QuickBooks Online
RenewalCompass
Spoke Phone
Twilio
airSlate SignNow

API Availability

Has API

API Availability

Pricing Information

Contact us for pricing

Pricing Information

$49.00/month
Free Trial Offered?

Supported Platforms

SaaS
Android
iPhone
iPad

Supported Platforms

SaaS
On-Prem

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

24 Hour Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training

Company Facts

Organization Name

Strategic Insurance Software, LLC

Date Founded

1995

Company Location

Columbus, OH

Company Website

www.sisware.com

Company Facts

Organization Name

NowCerts

Date Founded

2009

Company Location

United States

Company Website

momentumamp.com

Categories and Features

Insurance Agency Management

Claims Management
Commission Management
Contact Management
Document Management
Life & Health
Policy Management
Property & Casualty

Insurance CRM

Not specified

Insurance Policy

Cancellation Tracking
Claims Tracking
Policy Generation
Policy Processing
Quotes / Estimates
Renewal Management

Marketing

Not specified

Categories and Features

AI Insurance

Not specified

Insurance Agency Management

Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management

Insurance CRM

Not specified

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