Claim-it® is a patent-pending opportunity distribution system that combines our Agency Recommendation Engine with a real-time, crowd-sourced notification process. Claim-it Referrals are high-intent, appetite-matching, exclusive inbound opportunities from insurance buyers who are actively searching for an independent agent. Available with Edge Professional, Edge Producer, and Edge Navigator subscriptions, Claim-it makes it easy to secure some of the most in-demand referrals in the insurance industry.
How does Claim-it work?
When an agent is onboarded for Claim-it, we ensure they are signed up to receive notifications by text or email when a Claim-it Referral matching their unique business appetite in their area rolls in. To help them determine whether a referral is a good match for their appetite, each notification allows agents a glimpse at the Claim-it Referral information. Agents will see a brief rundown on the referral, like:
- Line of business
- Insurance type
- Location
- And more
By clicking the link in the notification, the agent is redirected to TrustedChoice.com, where they can purchase a Claim-it Referral for a nominal fee. Claim-it Referrals are exclusive. Once a referral is purchased, no other agent can compete for the referral or see the referral information.
Think of Claim-it like the Uber of the insurance industry. An online insurance prospect in your area expresses interest in buying insurance, and we alert you via a notification on your mobile device. With just the push of a button, you claim a referral exclusively for yourself much like an Uber driver claims a trip.
Why should I become a Claim-it agent?
Claim-it referrals consistently deliver strong performance, with agents reporting average closing rates of 50%-60%. Because each referral is exclusive once purchased, agents are not competing with multiple agencies or racing to contact the same consumer.
Instead, agents can focus their time on opportunities they’ve intentionally chosen and that align with their business appetite. This reduces wasted effort on mismatched leads and allows agents to work referrals more efficiently, resulting in higher-quality conversations and stronger conversion outcomes.
Pricing & Signing Up
Claim-it referrals are available to agents with Edge Professional, Edge Producer, or Edge Navigator subscriptions. When a referral is claimed, it is purchased for a nominal fee that typically ranges from $17 to $45, depending on the type of policy. Prices are subject to change, but each referral connects agents with a consumer who is actively seeking coverage and ready to work with an independent agent. If you would like to sign up for an eligible subscription, schedule a consultation with our team now.
If you are already eligible to receive Claim-it Referrals, be sure you are signed up to receive text notifications. Signing up only takes 30 seconds of your time at no additional cost to you. Sign up for Claim-it Referral notifications here.
