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  1. IA Advantage Blog
  2.  » How Agents Can Maximize Insurance Digital Opportunities

How Agents Can Maximize Insurance Digital Opportunities

Explore insurance digital opportunities to boost your agency's visibility and connect with high-intent shoppers effectively.
Published: August 13, 2021

For independent insurance agents, a strong digital presence is no longer optional. Insurance shoppers visit consumer sites like InsuredBetter.com to research and compare local agencies in just a few clicks. An Edge SEO subscription helps your agency stand out in those moments by improving visibility and search performance where it matters most. With an Edge Preferred or Edge Professional subscription, you go even further by accessing proven digital matching methods that connect your agency with high-intent shoppers who fit your appetite, helping ensure you attract the right clients every time.

So, what are these digital opportunities? We’re glad you asked!

Your Momentum Edge Digital Opportunities

Exclusive to an Edge Preferred or Edge Professional subscriptions are three types of digital opportunities: recommendations, referrals and Claim-it® Referrals. Each of these opportunities is valuable in different ways, and all of them are designed to easily connect your agency with high-intent insurance shoppers.

Recommendations

One of the most valuable benefits of an Edge Preferred or Edge Professional profile is agency recommendations. No matter where a consumer enters the site, Momentum Edge automatically aligns recommendations with the shopper’s location. This gives your agency the opportunity to be recommended to high-intent insurance shoppers across tens of thousands of consumer-facing pages, significantly expanding your local reach.

Recommendations are not random. Your Momentum Edge agency profile will only appear as a recommended agency on content pieces that suit your preferred lines of business. Your agency will not be recommended to shoppers searching lines your agency cannot provide. No guesswork involved!

Consumer Choice Referrals

When an insurance shopper lands on one of our consumer websites, they can click a button (Ex: “Get a Quote, Get Referred”) to trigger the consumer funnel. From the funnel, users input contact information, current insurance status and insurance appetite to determine which agencies are the right match for them. When the shopper clicks “Find an Agent”, our recommendation engine behind the funnel redirects the shopper to the agency results page and becomes a Consumer Choice Referral once they have selected their desired agency.

When worked correctly, Consumer Choice Referrals have been known to have a high return. When a shopper selects an Edge Professional agency, that agency will receive an instant referral notification detailing the shopper’s contact information and the best times to reach them. These are not leads, these referrals are high-intent prospects who chose your agency and want to talk to you.  (That’s even more reason to maximize your Edge profile and make sure you’re seen!)

Claim-it Referrals

If you’ve never heard of Claim-it Referrals before, that’s okay, because there is nothing out there like it! Claim-it Referrals are available to Edge Professional or Edge Producer subscribers and come from active, high-intent, online insurance prospects who are seeking an agent to talk to in real-time. Like referrals, Claim-it Referrals are appetite-matching, high-quality, and local—but what sets them apart is that they’re exclusive.

See for yourself! Watch the live referral feed to see a real-time view of the opportunities being sent to Momentum Edge agents right now!

live insurance referral feed

Eligible agents may sign up for Claim-it text notifications, which instantly alert them when a nearby Claim-it Referral matching their preferred business type has become available. Notifications include a glimpse at the referral information—like line of business, insurance type, location, and more—to help an agent determine whether the referral is a good fit to grow their business. By clicking the link in the notification and purchasing the Claim-it Referral for a nominal fee, that Claim-it Referral becomes completely unavailable to competing agents. That means once a Claim-it Referral has been purchased, no other agent has access to the referral information, nor can they compete for the referral.

If you’re an Edge Professional or Edge Producer subscriber and you aren’t signed up for Claim-it Referrals yet, contact Client Success to sign up now.

To take advantage of all of these great digital opportunities, see our Momentum Edge subscription options here or schedule a demo with one of our sales representatives today. Let Momentum Edge help your agency get noticed!

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