Momentum Edge

Momentum Edge for Agents

What is Edge for Agents?

A Momentum Edge subscription increases your digital footprint and gets you noticed by high-intent insurance prospects

What are Claim-it Referrals?

Get inbound, appetite-matching referrals delivered to you in real-time

Momentum Edge Agent Subscriptions

Edge Professional

Get access to all Momentum Edge features—including Claim-it referrals

Edge Preferred

Get recommended to high-intent insurance buyers

Edge SEO

Rank higher and get noticed online

Inspiration

Blog

Top clicks and insider tricks for independent agents

Press

The latest news releases

Newsletter

Catch up on past issues of the newsletter

Marketplace

Agent Directory

Browse our the national directory of independent insurance agents

Insurance Company Directory

Browse our national directory of insurance carriers, MGAs and wholesalers

Live Referral Feed

See a real-time view of opportunities being delivered to independent agents right now!

Find an Insurance Market

Locate an insurance provider for your customers

Support

Help Desk

Get support for your Momentum Edge products

Agent Log In

Sign in to manage your profile and subscription

Advantage for agents

The Largest Digital Marketing Platform for Independent Agents

Boost your online presence and connect with exclusive high-intent leads referrals.

Insurance lead solutions for independent insurance agents

Why our referrals are better than leads

We deliver local, high-intent, appetite-matching prospects guaranteed to suit your preferred business appetite.

When a consumer requests to be contacted by an agency, we call that a referral. It is better than a lead because these prospects are:

  • Inbound
  • Real-Time
  • Organic
  • High-Intent
  • Appetite-Matching
  • Exclusive
a flower shop owner requesting a workers comp insurance quote
live insurance referral feed
Are the referrals really that that good?

We believe in the quality of our referrals so much that we created a live feed so you can see the types of referrals you can expect to receive, right now!

Here’s how it works:

First...

You customize your agency profile

Tell us about your agency and the business you want to write. Then, we feature you in our directory.

Meanwhile...

We bring in the prospects

Consumers looking for an agent are asked a few questions about their insurance needs.

Then...

Shoppers get recommended to you

Our recommendation engine matches your profile to the right shoppers and gets you connected.

There's an Advantage subscription to fit every agency size & need

An agent buying a Claim-it Commercial Lines referral
Too busy for prospecting? Then you need Claim-it.

Our patent pending system sends you the prospects you want, exactly when you want them. It’s like the Uber for insurance prospecting!

When the right insurance prospect is ready to buy, will they be able to find you?

Getting recommended is a huge deal, especially when it’s by a trusted source

As Featured In

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Hundreds of happy independent agents have shared their stories

(here’s just a few!)

Maryland Agency Success Story – Isiah Coles – Claim-it Series

Maryland Agency Success Story – Isiah Coles – Claim-it Series

https://youtu.be/wGW5IaLRFYw?si=O8pXuVCXMF016jJj Isiah Coles ICC Insurance Agency Germantown, MD “I think it’s a great, great program.” “Out of the 50 leads that I think I’ve gotten [through Claim-it], I’ve probably closed 15… or more.” “The program is valuable - I...

Indiana Agency Success Story – Ben Klesinger – Claim-it Series

Indiana Agency Success Story – Ben Klesinger – Claim-it Series

https://youtu.be/Yim3vE6McUo?si=Mq6b3ziEql794MXF Ben Klesinger Reliant Insurance Group Greenwood, IN “Because the cost of the lead is very reasonable, and the revenue we get from that is decent, our ROI makes it worth while.” “We wrote one [Claim-it referral] that was...

Utah Agency Success Story – Kirk Chester – Claim-it Series

Utah Agency Success Story – Kirk Chester – Claim-it Series

https://www.youtube.com/watch?v=g9A8SccXlLo Kirk Chester Grit Insurance Salt Lake City, UT “[Our Claim-it close ratio is] over 50%.” “We wrote a pretty large contractor through [Claim-it] - revenue was close to $5,000.” TrustedChoice.com is the #1 online resource for...

Missouri Agency Success Story – Jon McKinney – Claim-it Series

Missouri Agency Success Story – Jon McKinney – Claim-it Series

https://youtu.be/__ENtvDnROw?si=JDlqvihFDTXBN7n7 Jon McKinney GLS Insurance Group Springfield, MO “One [referral we claimed] stands out… This was a large nonprofit. It ended up being about $132,000 in premium and approximately $17 grand in revenue from that sale.” “I...

Kentucky Agency Success Story – Jim Claxton – Claim-it Series

Kentucky Agency Success Story – Jim Claxton – Claim-it Series

https://youtu.be/XuRmGZ5Ue0I?si=vxishho4AwzGj3RO Jim Claxton Covenant Insurance Agency Florence, KY “The Claim-it leads, number one, are way more affordable. You really have more control over how you tailor the appetite… It’s been the best system that I’ve ever worked...

See more success stories

Recommended Reading

Best of 2023: What IA Success Looks Like

Best of 2023: What IA Success Looks Like

2023 was full of progress for the IA channel. Whether you spent it at home or in the office, you proved this year that digital-forward, independent agents are the future of the insurance industry. From all of us at TrustedChoice.com, THANK YOU for your support in...

read more

Be Understood, Be Found and Get Recommended

Don’t miss out on being recognized as a top-tier agency in your area and getting connected to high-intent prospects.