For Agents

Agent Advantage

Get a digital profile, improve your SEO, get recommended and get referrals


Get inbound, appetite-matching referrals delivered to you in real-time

For Insurance Companies

Insurance Company Advantage

Increase awareness, engage with more agents and drive the business you want

For Associations

Association Advantage

Give discounted subscriptions to your member agents and increase their digital reach



The IA Advantage blog, sharing top clicks and insider tricks for independent agents


The latest news releases


The IA Advantage Podcast, bringing you insurance consumer trends and insight from influencers around the IA channel


Catch up on past issues of the IA Advantage Newsletter


Agent Directory

Browse our the national directory of independent insurance agents

Insurance Company Directory

Browse our national directory of insurance carriers, MGAs and wholesalers

Live Shopper Feed

See who's shopping on right now!

Find an Insurance Market

Locate an insurance provider for your customers


Help Desk

Get support for your Advantage product

Agent Log In

Sign in to manage your Advantage profile

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

How Agents Can Maximize Insurance Digital Opportunities

For any independent insurance agent, a digital presence is crucial. Luckily, your Advantage Preferred or Professional subscription gives your agency that and more. Check out all of the digital opportunities your agency could be taking "Advantage" of.
Published: August 13, 2021

For any independent insurance agent, a digital presence is crucial. Insurance shoppers flowing into get the scope on hundreds of local agencies with just the click of a button, and an Advantage Profile and Advantage SEO subscription is designed to give your agency the online leg-up it needs to be recognized and found online by insurance shoppers. Your Advantage Preferred or Professional profile takes it even a step further by providing agents with digital opportunities, AKA, proven matching methods to ensure your agency is getting the right clients every time.

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

Your Advantage Digital Opportunities

Exclusive to an Advantage Preferred or Advantage 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.


Perhaps one of the best perks of an Advantage Preferred or Advantage Professional profile is recommendations. No matter where you land on the site, will tune to an insurance shopper’s location. This means local agencies can be recommended to prospective insurance shoppers on any of our 41,000+ consumer-facing pages.

Recommendations are not random. Your Advantage 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!


When an insurance shopper lands on, they can select a call-to-action 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 referral once they have selected their desired agency.

When worked correctly, referrals from have been known to have a high return. When a shopper selects an Advantage 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 Advantage 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 only available to Advantage Professional subscriptions 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.

Advantage Professional 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.

Not signed up for Claim-it Referrals? This is exclusive to Advantage Professional subscribers. Contact Client Success at to sign up.

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

More Posts

6 SEO Strategies Independent Insurance Agents Need to Know

Search Engine Optimization (SEO) isn’t just a buzzword. For insurance professionals, it's the bridge that connects you with prospects actively searching for your services. Whether you're a seasoned insurance agent or just breaking into the industry, understanding and...

Cyber Insurance Trends

How have requests for cyber insurance changed over the last few years? We expected the number of consumers looking for cyber liability insurance to increase over the last few years. However, we were quite surprised to see that the number of requests from 2022 to 2023...

NEW! Enhanced Business Radius for Improved Prospect Targeting

At, our processes and algorithms are always evolving to support the IA channel and connect independent insurance agents with active insurance prospects they want to work with. One of the many ways we do this is by listening and reacting to agent...

Best Ways to Win Claim-it Referrals From

Our appetite-matching referrals are not the only digital opportunities available to Advantage agents on With an Advantage Professional or Advantage Producer subscription, you get access to Claim-it®, a patent-pending opportunity distribution system...

Get Recommended on

Ready to take it to the next level?

Sign up for a free demo and let our experts show you what Advantage can do for you!

Share This