Any independent agent knows referrals are the lifeblood of growing a book of business. At TrustedChoice.com, we specialize in delivering insurance referrals that match your appetite, location, and availability—all in real time. Whether you’re looking for prospects browsing online or already on the phone ready to buy, there’s a referral type tailored to your workflow.
Here’s a breakdown of the five referral types available on TrustedChoice.com:
Consumer Choice Referrals (CCRs)
These prospects choose you.
Every day, shoppers use our online Consumer Funnel to compare agencies that fit their needs. They explore your profile, your services, your reviews — and when they choose your agency, that moment matters.
That’s where Consumer Choice Referrals (CCRs) come in.
When a shopper selects your agency, you’ll receive a real-time CCR alert. This is your chance to secure a high-intent prospect who already picked you out of the line-up. To lock in the opportunity, simply confirm the referral within 30 minutes. Once confirmed, you’ll instantly receive the consumer’s contact information so you can reach out while interest is highest.
If you’re unable to confirm in time, the referral automatically moves to other independent agents who can help — ensuring the consumer gets prompt support and keeps the experience positive.
Here’s the magic behind CCRs:
- Shoppers complete the Consumer Funnel and explore agency matches.
- They hand-select your agency based on fit and trust.
- You receive a fast CCR alert by email or text (where enabled).
- Confirm within 30 minutes to claim the connection and get full consumer details.
- Follow up quickly and turn choice into conversion.
You’ve been chosen. Now seal the deal.
“The ROI is through the roof… Not everything works – and this is something that works. We have gone over, let’s say, the $500k mark [in premium].” – Kenny Branch, Branch Insurance Group
Claim-it® Referrals (CIRs)
You choose the referrals you want—instantly.
Claim-it Referrals are high-intent insurance shoppers who didn’t select an agency after completing our online funnel. When a match becomes available, we instantly alert you by text or email. You decide whether to claim the referral for a small fee. Once you do, it’s yours exclusively.
These aren’t just leads from TrustedChoice.com. We also partner with a network of vetted source partners who send us insurance prospects every day. That means:
- More high-quality referrals from multiple trusted sources
- A steady stream of new opportunities
- Ready-to-talk shoppers, not cold leads
All you have to do is claim the referrals that fit your appetite before someone else does.
- Get notified when a match becomes available
- Claim the referral in real-time
- It’s yours exclusively—no competition
- Reach out and start the conversation
“Our return on investment has got to be 1,000%… It’s very affordable, and the amount that we’re paying out… we write one account, we pay for a quarter of it. So, it’s a no brainer for us.” – Shane Davolt, GM Peters Insurance
Claim-it® Warm Transfer Referrals
Real-time phone introductions.
These referrals are actively on the phone, waiting to speak with an agent. If you’re available when the alert comes in, a TrustedChoice.com rep will connect the call directly to you with a live introduction.
- You receive a phone referral alert via text/email
- If you accept, a live rep calls you and connects the consumer
- Referral is exclusive to you
- You take it from there—while the prospect is still on the line
“I really like it… I’ve been starting to use the warm-transfer leads, which seems to work really well. One referral we claimed was a water main construction policy that also panned out to workers’ comp. as well… it’s probably pushing $40k premium.” – Phil Guenette, Guardian IPS
Consumer Telephone Referrals (CTR)
Phone calls with intent—and accountability.
When a consumer finds your agency on one of our TrustedChoice.com consumer-facing sites—whether through your profile, the agency directory, or other listings—and calls using the number listed, we log and verify that interaction as a referral.
- A consumer calls your agency from your TrustedChoice.com presence
- The call is recognized and recorded as a qualified referral
- It’s attributed to your account so you can follow up with confidence
CTR leads give you real-time visibility into inbound interest from high-intent shoppers—without any guesswork.
Premium Choice Referrals (PCR)
Your appetite. Your location. Delivered automatically.
Premium Choice Referrals combine the quality of our real-time matching system with the convenience of automatic delivery. These high-intent insurance shoppers are sent straight to your agency—no need to claim or compete.
Each referral is matched to your agency using the same trusted criteria behind Claim-it® and Consumer Choice Referrals: coverage type, appetite, and geography. Once matched, the referral is delivered instantly through your preferred channel—API, email, or text—so your team can respond while the consumer is actively looking for insurance.
How it works:
- Insurance shoppers complete our Find a Recommended Agent referral funnel or come through verified partner sources
- We match each prospect to your agency based on appetite, location, timing, and frequency
- The referral is automatically delivered to you via API, email, or text
- You connect with your exclusive, appetite-matching prospect and close the sale
Ideal for agencies that want a predictable, hands-free flow of quality referrals, PCRs let you maintain consistent daily volume without monitoring alerts or manually claiming opportunities.
Built for Your Budget: Smart Value Pricing
With our Smart Value Pricing, the cost to claim referrals is tailored to each opportunity—based on value and urgency. That means you’re never overpaying, and you can maximize your ROI with every referral.
Learn more about Smart Value Pricing
Want Referrals Like These? Let’s Talk.
If you’re ready to increase your visibility and start receiving high-intent referrals, schedule a personalized consultation with our team.
