AI receptionist & phone
AgentZap
AI receptionist that answers calls 24/7, books appointments and pushes notes to your AMS.
AI tools that work with Momentum (NowCerts)
17 AI tools with an Momentum (NowCerts) integration we verified on the vendor’s site or an official partner page. Each tool page links to the source.
Momentum (NowCerts) tools by category
Using Momentum (NowCerts)? Learn to build AI flows around your Momentum (NowCerts) work and the tools on this page in AI for Insurance Professionals, with weekly live workshops.
AI receptionist & phone (6)
AI receptionist & phone
Lightspeed Voice
AI-powered business phone system with call summaries (NOVA AI), call pop and CRM/AMS logging.
AI receptionist & phone
PolicyLift
Voice and chat AI for independent agencies covering lead intake to bind.
AI receptionist & phone
Sonant
AI receptionist built for insurance agencies that answers calls 24/7 and logs them to your AMS.
AI receptionist & phone
SUPERAGENT
AI workforce for agencies: answers after-hours calls, works aged leads and cuts quote data entry.
AI receptionist & phone
Vonix
VoIP, texting and AI call intelligence: every call transcribed, scored and summarized.
Call & meeting notetaker (1)
Call & meeting notetaker
CustomerIQ
AI call and email assistant that writes notes, tasks and follow-ups into your AMS/CRM.
Quoting (1)
Quoting
Semsee
Commercial lines multi-carrier quoting platform for small business insurance.
CRM with AI (2)
CRM with AI
Broker Buddha AI
AI operating system for P&C agencies: data capture, ACORD forms, pipelines and e-sign.
CRM with AI
InsuredMine
Insurance CRM with AI, sales pipelines, automation and a client portal.
Email & marketing (2)
Email & marketing
ClientCircle (Rocket Referrals)
Marketing automation, referrals, reviews and retention for agencies (formerly Rocket Referrals).
Email & marketing
PathwayPort
Marketing automation, forms and BPA for insurance agencies and brokers.
Document & loss-run processing (2)
Document & loss-run processing
Certificial
Smart COI platform with real-time policy monitoring.
Document & loss-run processing
Sembley
Fills ACORDs, supplements, carrier portals and client intakes faster.
Service & chat (3)
Service & chat
Cara
AI for agency sales and service workflows that reads and writes data across your systems.
Service & chat
Insurance Agent App
Client self-service app: ID cards, COIs, policy info and service requests.
Service & chat
Native Base
Done-for-you workflow automation for independent agencies, for one flat monthly fee.
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