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  1. IA Advantage Blog
  2.  » Top Tips from Our Best Performing Insurance Agencies

Top Tips from Our Best Performing Insurance Agencies

Get tips from our best performing independent insurance agencies, and learn how Momentum Edge can give your agency a leg-up online.
Published: December 29, 2025
Tips for Independent Insurance Agents

In today’s digital space, being seen online isn’t as simple as it seems. Insurance agents need to put detail into SEO (search engine optimization), keyword research, and regular maintenance of their agency website and relevant content to rank highly on search engines. Being listed on a trusted directory—like our National Independent Agent Directory—is another powerful way insurance agents can be seen by online shoppers.

Momentum Edge agencies get access to our high authority domain score, daily site crawling, backlinks, inclusion in our sitemap and more crucial SEO components (like recommendations on relevant content pages) to attract the shoppers matching their business appetite. When an agency’s Momentum Edge profile is fully optimized, shoppers are more likely to select that agency.

So, what are these top-performing agencies doing right?

The Insurance Agent’s Guide to Optimizing Their Profile

When shoppers find a Momentum Edge agency profile, they are looking for green flags to let them know whether to pursue an agency. Your profile can be loaded with green flags like insurance services, business hours, team members and more to give shoppers full transparency of your business. Note: mentioned agencies are profiles that are top selected by online insurance shoppers who visit our consumer insurance websites, like InsuredBetter.com.

Profile Picture and About Us Statement

The first step to optimizing your Momentum Edge profile is to upload a profile picture and complete your About Us statement. Agencies with profile pictures tend to outperform profiles without them, and the image doesn’t necessarily need to be a logo—images of agents show a human element and are proven to perform just as well.

Your About Us statement is a sneak preview of your business and should exemplify your agency’s mission statement and dedication to clients. You should also include any relevant keywords to your business in your About Us statement to encourage higher ranking on SERPs (search engine results pages).

See what Davis Insurance Associates, Inc. includes in their About Us statement. Can you spot the keywords?

Advantage About Us Statement

Reviews

Did you know that 97% of shoppers rely on reviews to decide whether to pursue a product or service? Some of our best-performing agencies get their business—and their SEO boosts—from positive reviews which can be loaded into your Momentum Edge profile. The more reviews an agency has, the more trustworthy they are to the consumer and to search engines when determining where they best rank. While it can range depending on the agency, the optimal number of reviews to have displayed on your Momentum Edge profile is eleven.

Josh Overlee Insurance Agency LLC is a great example of the impact reviews can have on your profile.

Advantage Profile Reviews

Your Business Appetite

What might be the most obvious addition to your Momentum Edge profile is also one of the most important. Your profile should detail your insurance agency’s business appetite and services to help our algorithm match you with the right shoppers. When a shopper enters our insurance request funnel, they are asked to input their information, current insurance status, and their coverage needs. These needs are run through our matching system to find agencies best suited to help that consumer.

See how Brian Ruiz Insurance defined their agency’s business appetite.

Advantage Profile Business Appetite

Your business appetite is also valuable because, depending on your subscription type, your agency can be recommended across thousands of relevant content pages.

Get Recommended with Ad

Team Members

Another trait of high-performing Momentum Edge agencies is the addition of team members. Many shoppers will want to see the faces they’re working with for coverage, and profiles that list their team members show transparency that shoppers trust.

Southern Insurance Group does a great job of outlining each of their team members—including David Ashton, who you might know from our Agency Success Stories.

Advantage Profile Team Members

Additional Information

Any information relevant to your insurance agency is also relevant to your Momentum Edge profile. You can add business hours, video, links to your agency site and social media profiles, and even highlight your smaller services, like eSignature, online services, parking, and mobile apps. Every fillable box on your profile should be completed to help insurance shoppers get a real look at your agency.

Optimizing your agency profile should be as straightforward as your elevator pitch. If a detail matters to your agency, it belongs in your profile. If you already have a Momentum Edge profile, use the tips above to ensure it’s working as hard as possible for you. If you’re just getting started, explore the available profile options to find the right fit for your agency’s goals. You can also request a demo with a sales representative for a guided walkthrough of the full Momentum Edge profile experience, from start to finish.

See our top-performing agencies…

Personal lines:
Davis Insurance Associates, Inc. (Edge Professional)
Brian Ruiz Insurance (Edge Professional)

Commercial lines:
Josh Overlee Insurance Agency LLC (Edge Professional)
Visual Media Alliance Insurance Services (Edge  Preferred)

Life and Annuity:
Southern Insurance Group (Edge Professional)

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