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.  » Best Ways to Win Claim-it Referrals From

Best Ways to Win Claim-it Referrals From

You can win exclusive, appetite-matching insurance referrals anywhere you go with Claim-it. Here's how to start claiming.
Published: July 24, 2023

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 that combines our Agency Recommendation Engine and a real-time, crowd-sourced notification process.

Claim-it Referrals are not cold leads. They are appetite-matching, high-intent, exclusive, inbound referrals from online insurance buyers who are actively searching for a reliable, local insurance agent to work with. Many agents will say Claim-it Referrals are one of the most valuable perks of an Advantage Professional subscription and many of our Claim-it producers have reported close ratios of 40% or more.

Ready to start claiming the industry’s best-quality insurance referrals? Here are the best ways to win Claim-it Referrals from

How do Claim-it Referrals work?

When a Claim-it Referral rolls in, we notify all Advantage Professional and Advantage Producer agents in the area whose business types meet the referral criteria by means of text and email notifications. Each notification allows agents a glance at the referral information—like line of business, insurance type, location, and more—to determine if it’s a good fit to grow their business. By tapping the link included in the text notification, agents are redirected to where they can purchase the Claim-it Referral for a nominal fee. If the referral isn’t the ideal fit, the agent can opt not to pursue it, allowing another independent agent to work the referral instead.

A Claim-it Commercial Lines lead

Claim-it Referrals work on a first-come, first-served basis. Once a referral has been claimed, no other agent may have access to the referral or its information. That means you will never have to compete for a Claim-it Referral that you’ve purchased.

With Claim-it, agents can also schedule what times they would like to be notified of incoming referrals, whether that’s during business hours or anytime they have a moment to answer a consumer’s call.

How do I claim referrals before anyone else?

Claim-it Referrals tend to be snapped up quickly. To ensure you’re getting to Claim-it Referrals before anyone else, sign up for instant Claim-it text notifications. It only takes 30 seconds of your time to sign up and get instantly alerted of incoming Claim-it Referrals at no additional cost to you.

How much do Claim-it Referrals cost?

Cost per Claim-it Referral varies between $17-$45* depending on the type of policy, but every referral has the potential to grow into a significantly larger policy.

Don’t miss out on your agency’s hottest source for referrals. Sign up here for Advantage Professional or Advantage Producer and access to our Claim-it marketplace. If you’re already a subscriber and want to know more about Claim-it Referrals, contact our Client Success team at

*Prices are subject to change.

More Posts

Trusted Insurance Markets for Your Personal Lines Prospects

Spring gives rise to the busiest time of year for personal insurance. This means you may be looking for new market providers for your clients and prospects. To get your season off to a good start, we pulled together our list of insurance company partners who are ready...

Find a Trusted Insurance Market for Your Next Commercial Client

Back in 2021, we launched a brand new Market Finder app in response to the near-daily calls we receive from agents who are looking for an insurer to place their business with. We wanted to make it easy for independent agents to connect with a trusted insurance...

6 Ways Video Can Help Your Independent Insurance Agency Stand Out

With the increasing popularity of video content across online platforms, leveraging video can significantly enhance the visibility and credibility of independent insurance agencies. Video content offers independent agencies a unique opportunity to tell their story in...

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