List of Momentum AC Customers
Flower Mound, 75022, TX,
United States
Since 2010, our global team of researchers has been studying Momentum AC customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased Momentum AC for Sales Automation from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using Momentum AC for Sales Automation include: Marquee Insurance Group, a United States based Insurance organisation with 150 employees and revenues of $150.0 million, Better Agency, a United States based Insurance organisation with 45 employees and revenues of $12.0 million, Policy People Insurance Group, a United States based Insurance organisation with 10 employees and revenues of $1.0 million and many others.
Contact us if you need a completed and verified list of companies using Momentum AC, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The Momentum AC customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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Better Agency | Insurance | 45 | $12M | United States | Momentum | Momentum AC | Sales Automation | 2024 | n/a |
In 2024 Better Agency implemented Momentum AC to introduce Sales Automation capabilities alongside a Momentum AMS deployment. Better Agency selected Momentum AMS as its official AMS partner to unify agency management and CRM capabilities in the United States, with explicit aims to improve quoting, ACORD forms handling and policy workflows.
Momentum Automation Center, marketed as Momentum AC, was configured to automate sales pipeline management and renewal outreach for agents, using AMS policy and contact records to drive automated outreach. Functional configuration focused on campaign driven renewal notifications, pipeline stage automation and orchestration of quoting and form handling consistent with Sales Automation workflows.
The deployment targeted agent sales and policy administration functions across the United States, integrating agency management and CRM level contact data with quoting and ACORD forms processing. Operational coverage emphasized sales teams and policy operations, routing renewal notices and standardizing quoting touchpoints for agents.
Governance centered on defining automated outreach rules and standardized policy workflow procedures to ensure consistent quoting and ACORD handling during rollout. Outcomes stated by the organization included improved quoting, ACORD/forms handling and streamlined policy workflows following the Momentum AMS and Momentum AC deployment.
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Marquee Insurance Group | Insurance | 150 | $150M | United States | Momentum | Momentum AC | Sales Automation | 2025 | n/a |
In 2025, Marquee Insurance Group implemented Momentum AC to leverage Sales Automation for Certificates of Insurance and sales pipeline orchestration. Marquee used Momentum AC as part of a Momentum Agency pilot focused on automating COI workflows for its commercial and trucking book of business in the United States, establishing the year and application in the implementation record.
The deployment centered on the Momentum and Certificial integration executed through Momentum AMP, enabling automated certificate issuance, certificate lifecycle routing, and workflow orchestration tied to policy and client data. Momentum AC was configured to drive sales and pipeline automation tasks alongside COI processing, using rule based task routing, document generation, and notification workflows consistent with Sales Automation functional patterns.
Integrations included Certificial via Momentum AMP to enable automated COI delivery and status updates, and the operational scope covered sales teams and certificate operations supporting commercial and trucking clients in the United States. Governance followed a pilot to participating Momentum Agencies, with staged adoption and operational handoffs between sales and certificate processing teams, and the pilot yielded measurable operational efficiency improvements as reported.
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Policy People Insurance Group | Insurance | 10 | $1M | United States | Momentum | Momentum AC | Sales Automation | 2024 | n/a |
In 2024, Policy People Insurance Group implemented Momentum AC for Sales Automation. The small Georgia based agency uses Momentum AC together with Momentum AMP’s AMS and CRM capabilities to operationalize renewals, client communication, and agency workflows across its US operations in Georgia, United States.
Momentum AC was configured to support sales and pipeline automation workflows, with explicit emphasis on automated renewal cadences, client outreach sequences, pipeline stage automation, and task orchestration for agents and brokers. Configuration and orchestration were scaled to a 10 person agency environment, with role based workflows for sales and client service teams and centralized template and cadence management in the Momentum AC environment.
The Momentum AC deployment is used in conjunction with Momentum AMP AMS and CRM functionality rather than with external named systems, enabling unified policy and client records to drive automated sales actions. Governance was structured around agency level access controls and automated assignment rules to align renewals and client communications with existing agency processes, affecting sales, renewal management, and client service operations.
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