All CRMs · Researched 2026-10-05

Momentum AMP (formerly NowCerts)

Agency management system · Momentum (formerly NowCerts) · momentumamp.com

A full agency management system with certificates, policies, endorsements, commissions and ACORD forms, aimed at agencies that need AMS record-keeping rather than a marketing tool. Sold as NowCerts until the 2024 rebrand to Momentum; logins and training still run on nowcerts.com.

What it costs

Published rate card: Essentials $119 per month (1 user), Professional $199 (2 users), Business $419 (5 users), Enterprise quoted; each additional seat $54. IVANS carrier downloads are $35 on some tiers. Add-ons are priced separately: Momentum Automation Center free to $199 per month, Momentum Voice $150 or $240 per month with 500 or 1,000 minutes and $0.40 per minute beyond, and a comparative rater from $100 per month. Texting runs through a third party (Twilio or RingCentral).

Trial and access: Demo-led; no public self-serve signup.

Who it suits

  • Small and mid-sized agencies needing certificates and ACORD forms
  • Commercial lines agencies with servicing workloads
  • Agencies wanting AMS depth with a published price
  • Teams that will accept a demo-led purchase

What it includes

Insurance workflow
Policy & renewal recordsIncluded
Commission trackingIncluded
ACORD forms & certificatesIncluded
Comparative rating / quotingNot offered
Carrier records & downloadsIncluded
Producer licensing trackingNot stated
Health insurance quoting
Household records (members under one client)Not verified
ACA marketplace quotingNot stated
HealthSherpa connection (ACA)Not stated
HealthSherpa connection (Medicare)Not stated
Medicare plan comparisonNot stated
Individual Medicare quotes (drugs, pharmacy)Not stated
SunFire quoting connectionNot stated
Provider network lookupNot stated
Disruption alerts (carrier exits, network changes)Not stated
Plan exit and network mapNot stated
Client communication
Integrated phone systemPaid add-onMetered usage
Integrated SMSVia integration
Integrated emailNot stated
Integrated faxNot stated
Integrated invoicing & paymentsNot stated
AI receptionistNot stated
Client portalIncluded
E-signatureNot stated
Platform
Workflow automationIncluded
Custom fields & objectsNot stated
Public APIIncluded
Integration marketplaceNot stated
White-label / rebrandingNot stated
Mobile appNot stated
Multi-language interfaceNot stated
Reporting & dashboardsIncluded
Buying it
Published price listIncluded
Free planNot offered
Free trialNot stated
Self-serve signupNot offered

What it does well

  • Genuine AMS depth: certificates, endorsements, ACORD forms and commission tracking are core, not add-ons.
  • Published pricing: an agency can budget the AMS, extra seats and add-ons without a sales call.
  • Automation around servicing tasks and renewals is well developed.
  • Independent reviewers have produced usable walkthrough videos, which is rare in the AMS category.

Where it falls short

  • Voice, automation and rating are separate monthly add-ons, and calling minutes beyond the allowance are metered.
  • No public self-serve signup or trial; "Get Started" books a demo.
  • Interface is functional rather than modern, and reviewers regularly say the learning curve is steep.
  • Marketing and client-messaging capability is thinner than the CRM-first tools here.

See it in motion

Videos are hosted on YouTube and load only when you click. We link independent walkthroughs where they exist, not only vendor marketing.

NowCerts Training for Newbies | Insurance Agency Management Software Demo
Channel: How to Hippo · YouTube
NowCerts Review | Best Insurance Agency Management Software?
Channel: How to Hippo · YouTube

Official documentation

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Reviews from agents

Written by people who use or have used Momentum AMP (formerly NowCerts). Each review shows the reviewer's name, agency and state, and a person reads it before it appears. We do not edit the wording. Reviews never change a score or the ranking.

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