Agent

Profile

Your licensing identity, used for contracting and compliance.

Identity

Licenses

No licenses yet

Add your resident license once it's issued, then each non-resident state.

Integrations

Connections arrive in v2.

  • Salesforce
    CRM sync for contacts and activities
    Not connected
  • SuranceBay
    Contracting and appointment status
    Not connected
  • NIPR
    License and NPN verification
    Not connected

Demo data

Momentus v1.1 demo mode stores everything in this browser. Resetting restores the sample contacts, pipeline and activity, and clears your profile, checklist and call log.