People & fact-find
Keep contacts, conversation details and next steps together.
FOR INSURANCE AGENTS & LEADERS
Build your daily Momentum.
Your people, daily plans and progress — together in one simple workspace.
No payment required · 5 team seats or 1 individual seat
✓ Made for your phone✓ English / 中文
M
ALX MOMENTUMA clearer day starts here
Follow-ups today3 to connect
Silver FYC balanceRM12k 24%
Bronze achievedNext: Silver
Today’s priorities
Client presentationNotes and next steps, ready
Policy reviewKeep the conversation moving
Illustrative sample · Try it in the demo
AGENT TOOLS
Open GE Tools
GE Tools
Open the GE tools directly, before signing in to Momentum.
A SIMPLE DAILY ROUTINE
Less scattered. More in control.
Built around the planning and reports agents already know.
Plans & reminders
Set priorities and follow-ups. See what needs your attention.
Progress & awards
Track production, achievement and the remaining RM and percentage.
Familiar reports
Weekly, monthly and annual views that work on phone and desktop.
GM & UM teams
Agents keep their records. Leaders review fact-find and leave notes.
Easy to begin
Add a person, record an activity and build your daily rhythm.
START SMALL. KEEP MOVING.
Your first 90 days are on us.
Start individually or bring your team. A team trial includes 5 users in total, including GM and UM.
90days free5team seats1individual seat
Join now Verify your email, choose your workspace and begin.
Growing later? Team packages: 3 / 5 / 10 / 20 / 50 users. Paid pricing will be announced. No automatic charge.