A true partnership.

To help you to make your business a success, you will have access to mentoring from industry leaders and a dedicated business development manager. You will receive step by step support with business planning, marketing, acquisitions and exit planning.

Grow your brokerage

Business development

Momentum’s insurance business development services include a dedicated business development manager, access to mentoring from industry leaders and business planning support. Our business planning experts will help you align your business plans with Momentum’s, maximising your chance of success, as well as:

  • Exit planning
  • Estate planning
  • Merger and acquisition support
  • Return on investment

No Direct clients
No Conflicts
No Distractions

Marketing

Our in-house marketing team will help you build your brand and establish a strong digital presence through website design, email and social media. Our extensive library of content, including campaign materials and how-to guides, will enable you to reach new clients and add value to your existing relationships. Our insurance marketing services can help you to:

  • Set up your website
  • Put together a marketing plan
  • Identify ways to manage client relationships
  • Create your brand message
Momentum partners 20% annual growth rate

Stay one step ahead of the competition

Learning and development

A key element in the success of any business is continually honing your skills to help you stay one step ahead of the competition. As well as in-house training for systems, Momentum also provides you with an online portal for professional development. You can use it to:

  • Develop business skills
  • Meet governance and competence requirements
  • Improve soft skills, e.g. communication
  • Learn technical skills, e.g. motor claims

We also run more than 50 webinars, seminars and workshops each year. This way, you can keep up to date with the latest industry trends, and interact with insurance partners across the network.

Momentum is a key element in our plans and crucial to our ongoing success.  The interaction and support are seamless, and they are completely aligned to our business and our customers.

– Phil Bass & Pete Phillips, Intellectus Insurance Brokers