Ooma Office and
Momentum AMP Integration

The integration connects Ooma Office Pro Plus, a leading VoIP communications platform, with Momentum AMP, an all-in-one cloud-based Agency Management Platform (AMP) designed for independent insurance agencies. Momentum AMP provides an integrated system that combines agency management, artificial intelligence, and marketing tools.

By connecting Momentum AMP with Ooma Office you can preview your matching caller’s Momentum AMP contact details, including associated Opportunities on incoming and outgoing calls. Call activity and SMS are synched to and from Momentum AMP Activity Log.

Integrating Ooma Office with your Momentum AMP CRM means your users can be better prepared when making and receiving calls, as they get a preview of customer Opportunities that are pending without having to take the time to open Momentum AMP. Staff can view real-time context during live interactions, allowing for faster issue resolution and personalized support. This adds data to the Momentum AMP contact information and allows further processing and insights and AI generated features offered by Momentum AMP.

Yes, if you take notes during your call in Ooma Office, the notes will be saved to your matching contact’s Activity Log.

No. Your existing data remains intact. The integration enhances workflows by automatically syncing caller-ID pops and call logs without disrupting or overwriting your Momentum AMP database.

Setup is simple. Your Ooma Office Pro Plus administrator logs into Ooma Office Manager, navigates to the Integration page, and selects the Momentum AMP option. Once enabled, users can connect directly to their Momentum AMP portal from their Ooma Office Pro Plus account.