Integration

    Momentum AMS and Volty

    Independent insurance agencies on Momentum AMS let Volty answer renewal dates, take certificate and driver requests, and pass coverage changes to licensed account managers.

    Talk to VoltyFree trial

    Updated

    A certificate for a job site

    A contractor needs a certificate today. Volty reads his policy and proposes the request.

    TR

    Tony Russo

    WhatsApp · Customer

    Need a COI for a new job, the GC is Hillcrest Builders in Austin. Can you send today?
    Momentum AMS policiesRusso Roofing LLC · General liability · Active to 1 Mar 2027
    VoltyHi Tony, your general liability policy is active through 1 March 2027. I've asked Nicole to issue the certificate to Hillcrest Builders. Should they be named as additional insured?
    Yes they need that

    Waiting for approval

    Momentum AMS service request: COI for Hillcrest Builders, Austin, additional insured, Russo Roofing LLC

    ApproveEditDecline

    Momentum AMS insured

    Russo Roofing LLC

    Commercial
    General liability
    Active to 1 Mar 2027
    Commercial auto
    Active to 15 Jun 2027
    Account manager
    Nicole Bennett
    Matched by
    Verified phone number

    Policy terms and account manager from Momentum AMS

    What Volty does with Momentum AMS

    Momentum AMS, formerly NowCerts, is an agency management system for insurance agencies. Volty uses Momentum's public API, with an API key the agency is provisioned and exchanges for a token. A customer asking when their policy renews or asking for a certificate is matched to their policies, and a service request is proposed for the account manager to approve.

    • Policies on record

      Volty reads the customer's policies and renewal dates before it answers.

    • Certificates and ID cards

      A request is passed to the account manager with the holder details.

    • Binding stays licensed

      Endorsements, new drivers and coverage changes go to a licensed account manager.

    • Service requests, approved

      A COI or driver request is filed after the account manager says yes.

    Six agency staff at shared desks with monitors and file sorters, one on a phone call, by tall windows facing a brick building.
    Account managers get service requests with the details attached.

    When does my policy renew

    A customer checks a renewal date.

    HP

    Hien Pham

    Messenger · Customer

    When does my car insurance renew? I want to add my daughter as a driver.
    Momentum AMS policiesHien Pham · Personal auto · Renews 9 Jan 2027
    VoltyHi Hien, your auto policy renews on 9 January. A new driver can be added before then. I've asked Nicole to get in touch with what she needs.

    As an automation

    Describe it to Volty in a sentence; it drafts the automation and an admin turns it on.

    Renewal reviews

    1. When

      Start of each week

      Monday run

    2. Step 1

      Reads renewals due

      In the next 60 days

    3. Step 2

      Offers a review

      Before the renewal offer lands

    4. Step 3

      Books the review call

      With the account manager

    A middle-aged man in glasses and a waxed jacket frowning at his phone at a cafe window table.
    Renewal dates and coverage read from Momentum AMS in the chat.

    How Volty connects to Momentum AMS

    Momentum AMS, formerly NowCerts, has a public REST and OData API. A pre-provisioned API key is exchanged for a JWT at api/token/exchange-api-key, and a staging environment sits beside production. The older API retired on 30 September 2026.

    1. 01

      Get an agency API key

      Momentum provisions the key for your agency.

    2. 02

      Test on staging

      We check insured and policy reads on Momentum's staging API first.

    3. 03

      Agree the records

      Insureds, policies, renewal dates and service requests.

    4. 04

      Approve and switch

      An admin approves in Volty. Service requests start Off.

    The tools Volty gets

    Each one is a switch on the Sources page in Volty.

    • Find an insured by phone or nameReads
    • List the insured's active policiesReads
    • List renewals in the next 60 daysReads
    • File a COI or driver service requestChanges

    Reading tools can be turned on straight away. Anything that changes Momentum AMS starts Off, and once on it can be set to check with staff, so each change waits for a colleague.

    Common questions

    We still use the NowCerts API. Does that matter?

    Momentum's legacy API retired on 30 September 2026, so we build against the current Momentum AMP public API. It takes an agency API key exchanged for a token and has a staging environment, where we test reads before production.

    Can a contractor get a certificate of insurance through Volty?

    Volty checks that the policy is active, collects the certificate holder and whether they need additional insured status, then files a service request for the account manager. With Check with staff on, nothing is filed until they approve it, and the certificate itself is issued by your team.

    Will Volty add a driver or change coverage?

    No. Momentum's API supports driver and address service requests, and Volty can propose one with the details the customer gave. Adding drivers, endorsements, binding and any coverage advice stay with your licensed account managers.

    How much does it cost to connect Momentum AMS with Volty?

    Every Volty plan includes seats, active contacts and AI credits and starts with a free 7-day trial, and the plan prices are on voltade.com/pricing. Meta bills message charges separately for WhatsApp, Instagram and Messenger.

    Sign up for our 7-day trial. No credit card needed.

    Not convinced? Hear more from our CEO and Volty

    The Leonard and Volty Show · 8 October 2026

    Meta now charges for WhatsApp replies

    Meta now charges for WhatsApp replies. Here's what it means for your business, 8 October 2026