Momentum Edge Professional is the subscription type that allows independent agencies to be recommended (like with the Edge Preferred subscription) as well as referred, which is a perk exclusive to only Edge Professional subscribers. Edge Professional agencies are…
- Referred to high-intent organic insurance shoppers
- Referred to shoppers who match the agency’s business appetite
- Referred to shoppers who asked to speak with the agency specifically
But what does it mean to be referred with Edge Professional?
All About the Edge Professional Plan
Momentum Edge Professional comes with the bells and whistles of every other Edge subscription, allowing the agency to load their profile with contact information, team members, logos, ratings and reviews, a credibility badge, business appetite preferences and more to allow matching shoppers the full scope of the agency’s practice.
The strength of Momentum Edge Professional is the ability to be referred to high-intent insurance shoppers, meaning the agency’s profile is outfitted with call-to-actions to better attract shoppers and an online scheduler that allows the shopper to select a time slot at their own convenience. When a shopper opts to work with an Edge Professional agency, that agency will receive an instant referral notification alerting them of new business so they might have a head start on building the consumer-agency relationship and closing the deal.

To top all of this digital greatness off, Edge Professional is the only agency-level subscription to include Claim-it® Referrals. Claim-it Referrals are hot, high-intent, appetite-matching, exclusive, inbound, local referrals sent directly to the Edge Professional agent’s inbox. These referrals operate on a first-come, first-served basis, meaning no other agent may compete for a Claim-it Referral after it has been purchased.
Curious about the types of referrals you will receive from Claim-it? Check out our live referral feed of opportunities coming through our platform in real-time.
Learn more about Claim-it Referrals.
200% ROI Guarantee
Momentum Edge Professional is the premiere digital marketing program for independent insurance agencies. We are so confident in the power of Edge Professional that we guarantee your success. Just follow these guidelines to realize your guaranteed ROI.
Ready to expand your digital footprint with Edge Professional? See all our Momentum Edge subscription options, and schedule a demo with one of our sales representatives today to take advantage of these online capabilities.
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