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  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.

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