Acturis.

Acturis is the leading Software-as-a-Service provider to the general insurance industry and the platform of choice for leading brokers, insurers and MGAs – which is why we invested in it when we started Momentum 10 years ago. Having worked within corporate brokers, our team were very familiar with the various platforms available and the benefits of having a great system, used and managed well.

Hazel Westwood

Operations Director.

Hazel has worked with the Acturis platform since it was in its infancy – close to 20 years. Familiar with how to get the best from the platform, Hazel is an advocate for investment in systems to achieve constant improvement.

Lucy Mistry

Business Systems Manager.

Lucy is a qualified Business Analyst, specialising in the insurance industry for 20+ years. Following a lengthy career at Oval Insurance Broking using and developing Acturis, Lucy worked as a Business Analyst for SSP further developing her systems knowledge. Now responsible for the development of our Acturis platform she is constantly looking for ways in which we can make better use of the system and maximise the investment we make on behalf of our partners.

Lucy Mistry

Business Systems Manager.

Andrea Rowthorne

Systems Analyst.

Andrea works alongside Lucy providing day-to-day technical support for users and is the first port of call for any user queries. Andrea helps to ensure we make full use of Acturis functionality and configures Acturis to achieve the best results for our partners.

System Development

We know that the basic functions of a system can be the most valuable and potentially the most frustrating if they don’t work well. You might think that these things would be standard for any broking platform but the reality, as with many things, is that simple and hassle-free takes a huge amount of work to achieve.

“This was a revelation – I have been manually doing this for years and shudder to think how much time I’ve wasted in doing so… Great Help”

Document templates that just do what you need them to without fuss

Bespoke, professional quality and simple to produce without re-keying information.

Reports that contain all the information you need

Delivered to your inbox in a format that you can use.

Integration with Microsoft Office that just works

Upload and download documents and information quickly and easily.

Training

All our training is free and provided by our in-house team in a format that suits you – we can do remote, at our offices or at yours.

“…Where I have used Acturis before, we weren’t using it to its full potential like Momentum do….”

  • ‘Just a glorified invoicing tool’
  • ‘We weren’t allowed to use that bit’
  • ‘We didn’t know how to use that bit’
  • ‘We couldn’t run reports’
  • ‘I always wondered what that was for’
  • ‘We just did that manually’

Getting Started

Carried out by our in-house trainers with knowledge of the platform and importantly, insurance broking. Each training session is bespoke and tailored to the users to enable you to make the most of everything Acturis offers.

Ongoing Support

Everyone at Momentum uses Acturis so whether your query is about producing a quality client report or complicated invoice, our team can help you and they are just a phone call away.

Manuals & Guides

Our team regularly produce helpful guides including tips & tricks so that whether you are an experienced user looking for a refresher or you are learning a new piece of functionality, there is something available to help you.

Training Webinars

Our team deliver and record Webinars and these are available on our website if you can’t join them live. We’ll answer specific queries, focus on a particular theme or introduce new functionality.

Ad-hoc Training

Our team are dedicated to making sure that our partners can get the best out of Acturis everyday and will deliver training for individuals or groups to ensure that happens.

We are very proud of the support and training we provide and often find that experienced users that join us find there is more to Acturis than they ever considered previously.

All-inclusive support

Acturis is a feature-rich system but some of those features come at a cost for setup, usage and maintenance. We are investing significantly in features that make life simpler and more efficient for our partners and we cover all the extra costs – it’s all part of the service.

“They also used the Acturis System but they’re at nursery level, where Momentum are senior school.”

Our partners don’t pay more for:

  • Automatic Renewals
  • Reg lookup
  • Postcode lookup
  • Sanctions check integration
  • Document storage

Out of the ordinary

We love a challenge and our team are experienced at working with Acturis in lots of different situations – from scheme development and automation to data migration, we help our partners achieve whatever they need for their business to succeed.

“…I really got to see how it can be used to further the business on a different level. It’s a night and day difference”