Consumers have come to expect instant customer service, and the insurance industry is not excluded from this paradigm shift. What used to require an in-person visit now allows consumers to achieve their goals from home, whether it’s a delivery from their favorite sit-down restaurant or watching a new blockbuster movie from the comfort of their own sofa. It’s crucial that independent insurance agencies learn ways to evolve with their clientele to provide services at the consumer’s pace.
Our mission has always been to support independent agents with technology and resources to help them stay competitive. That is why we developed Claim-it® — a seamless and efficient way for consumers to get insurance coverage without needing to go through long processes or wait for appointments. By activating Claim-it, independent agents can both bolster their book of business and accelerate their response time to provide the instant service that high-intent consumers are looking for.
How Does Claim-it Work?
When an insurance consumer searches for an independent insurance agent, appetite-matching agents in the area who subscribe to Claim-it are notified instantly by text. Each Claim-it referral includes a snapshot of the consumer’s needs, allowing agents to quickly decide whether they want to claim the referral for a nominal fee based on their availability and fit.
Each referral is sent simultaneously to multiple appetite-matching agents in the area. The first agent to claim the referral secures it exclusively and is immediately connected with the consumer. If an agent chooses not to claim the referral, it remains available to other notified agents until it is claimed, ensuring the consumer is quickly matched with an available independent agent.
This approach creates a clear win-win. Agents gain access to exclusive referrals they choose to accept, while consumers are connected with a single independent agent who matches their needs—without being overwhelmed by multiple calls or solicitations.
How Do I Start Claiming?
Claim-it Referrals are exclusive to Edge Professional, Edge Navigator and Edge Producer subscribers. You can learn about the plan nuances here. If you already have one of these plans but are not receiving Claim-it Referrals, be sure you’re signed up for instant referral text notifications. It costs you nothing to start receiving text notifications and only takes 30 seconds of your time to sign up.
Want to learn more about your subscription options? You may request a demo from an account executive to walk you through the process of getting started with Claim-it and answer any questions.
Help your agency instantly connect with local insurance consumers who want to chat with you by signing up for Claim-it today.
