Knowing what an insurance shopper wants, what the independent agency wants to cover, and how to bring those two together is not only the mission but the purpose of Momentum Edge. When we match independent agents and insurance shoppers, there’s no guesswork involved. Our matching algorithm—otherwise known as the Appetite Engine—is designed to help agents define their preferred business appetite, help shoppers narrow down their list of local agency options, and match the right agencies to the right shoppers.
Read on to learn all about the Momentum Edge Appetite Engine, how it works, and how it helps online shoppers find independent insurance agents every day.
The Appetite Engine is the algorithm that assesses shopper needs and recommends a local, Momentum Edge agency based on proven insurance expertise. When an independent agent upgrades to either of our Edge Preferred or Edge Professional subscriptions, they unlock the unique capability to define their agency’s business appetite. If the agency is looking to write only a few specific types of insurance coverage (ex: bakery insurance, daycare insurance, etc.), they can let us know, ensuring their services will only be recommended to shoppers seeking a similar business appetite. By defining their business appetite via the Appetite Engine, the agency can also be brought to the top of the agency recommendation list.
Alternatively, shoppers who land on one of our consumer insurance websites are pushed through what we call the shopper funnel. The shopper funnel is a series of screens that collects consumer information, like current coverage, premium, location, desired coverage, etc., to match them with the appropriate agency. When the shopper inputs their needs, they receive a list of relevant, trusted agencies suggested by the Appetite Engine.
How We Match Agents with Insurance Carriers
Connecting independent agents with insurance shoppers isn’t the only matching being done by Momentum Edge. Agents can also be matched with insurance carriers willing to write their preferred lines of business, and with our Market Finder tool, we’re making it easier than ever for agents to find IA companies by state, insurance products, and industry classification. Both the Appetite Engine and Market Finder are ways Momentum Edge continues to innovate to support independent insurance agents nationwide.
The Appetite Engine is perhaps one of the best perks of an Edge Preferred or Edge Professional subscription. See all of our Momentum Edge subscription options, or request a demo from one of our sales representatives today.
