Attention Claim-it agents! Claiming from your phone just got easier with the new magic link. Here’s how it works.
Claim Referrals Fast With New Magic Link
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Help Topics
Get the most out of your Advantage subscription.
How to Update Your Business Appetite on an Edge Profile
Learn how to set your insurance agency business appetite for growth and connect with the right customers in your market.
How to Upload Video to Your Agency Profile
Uploading video content to your Agency Profile is simple. Here’s how to bolster your profile with video in five simple steps.
How Is Your Profile Performing? See Your Improved Agency Scorecard
Get a comprehensive look at the value you receive through your Advantage profile with your quarterly Agency Scorecard.
Turning Insurance Referrals into Happy Customers: Email and Text Templates
Winning a new referral can come down to simply crafting the right message — and we have the templates to help.
FAQ: Advantage Producer Subscription
Learn the answers to frequently asked questions from independent agents about our Advantage Producer subscription.
What Is Edge Producer?
Edge Producer gives agents standalone access to the industry’s highest-quality insurance referral platform, Claim-it.
The Secret Sauce for Closing More Consumer Choice Referrals
Our most successful agents give their top five tips for improving the closing ratio of your Momentum Edge referrals.
Momentum Edge Get Started Guide
This step-by-step guide will show you how to customize the appearance of your agency profile and basic settings.
Customize Your Claim-it Settings
This is a quick video to help you to get logged in, set up your appetite, set up notifications, and set up your personal payments so you can start claiming referrals right away with Claim-it.
Manage Your TrustedChoice.com Referrals with AgencyZoom
Now, independent agents can see and manage all their TrustedChoice.com insurance referrals in one place with AgencyZoom. Here’s how.
How to Sign up for Claim-it Text Alerts
Claim-it Referral notifications can be sent straight to your phone. Learn how to set up Claim-it text alerts with our guide.