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  4.  » The 5 Types of Insurance Referrals Available on TrustedChoice.com

The 5 Types of Insurance Referrals Available on TrustedChoice.com

Get to know the referral types offered on TrustedChoice.com—and how to get high-intent prospects delivered right to your agency.
Published: June 26, 2025
Different insurance referral types

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 insurance referral

Consumer Choice Referrals

These prospects choose you.
After completing our Consumer Funnel, shoppers are shown a curated list of agencies that match their coverage needs. From there, they can browse agency profiles, check out your services and reviews, and choose who they want to contact.

  • Prospects complete the online Consumer Funnel
  • Matching agencies are shown to the prospect
  • If the consumer selects your agency, both parties receive each other’s contact info
  • You follow up and close the sale

“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 insurance referral

Claim-it® Referrals

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 insurance referral

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 Insurance Referral

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.


Coming Soon: Premium Choice Referrals (PCR)

Your appetite. Your location. Delivered automatically.
Your appetite. Your location. Delivered automatically.
Premium Choice Referrals are high-quality referrals sent directly to your inbox—no need to claim. Ideal for agencies looking for consistent daily volume.

Stay tuned for more details soon!

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.

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