Help Desk
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.
Subscription Types
Moemtnum Edge Basics
Get started here with the things you need to know to be successful.
Claim-it
Learn about the revolutionary referral platform that transforms how you prospect.
Best Practices
Maximize the performance of your Momentum Edge agency profile with these pro tips.
Integration Guides
Learn how to streamline your agency with integrations into our platform.
IA Advantage Blog
News and insights from the independent insurance agency channel
Market Finder
Use our free Market Finder tool to search for insurers by appetite
Frequently Asked Questions
I am having trouble logging in to my account.
Why are some profile fields locked?
The fields available to you depend on your subscription level. To unlock these features call our Client Success Team to upgrade your subscription at (855) 372-0070.
Why is the phone number displayed on my profile different than my agency phone number?
Your profile displays a unique call tracking phone number that is linked to your agency phone number. The call tracking number helps us report back to you how many referrals are calling you through your Momentum Edge agency profile.
How do I change my subscription or update my billing information?
Our Client Success Team is standing by to help you with all your account needs. Email support@trustedchoice.com or call (855) 372-0070.