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

Bankrate Logo
Big I Logo
Intuit Mint Logo
CNN Logo
Forbes Logo
USA Today Logo
Hundreds of happy independent agents have shared their stories

(here’s just a few!)

Texas Agency Success Story – William Odom

Texas Agency Success Story – William Odom

https://www.youtube.com/watch?v=eBsnegR1mXc&list=PLgzc4kqi1ZraWE4-g7p05D8Vj76LvM8SQ&index=3 William Odom Deerfield Advisors Insurance Agency Houston, Texas “For the amount that you have to invest and the lack of onerous commitments, contracts and that sort of thing -...

Maryland Agency Success Story – Ed Coogan

Maryland Agency Success Story – Ed Coogan

https://www.youtube.com/watch?v=Ji2WWeCq8Tg Ed Coogan Business Insurance Associates Bel Air, Maryland "The commercial [referral program] really works - has been successful." "In 2024, we probably purchased about 110 leads, and we probably wrote 35… And they range...

Colorado Agency Success Story – Eric Bienzle – Claim-it Series

Colorado Agency Success Story – Eric Bienzle – Claim-it Series

https://www.youtube.com/watch?v=ePfpl0Bmk8M Eric Bienzle CoWest Insurance Group Castle Rock, Colorado “I can structure it to suit my needs and suit my appetite.” “The premium [of one account written] was $90k… And the revenue on that is $9k/year.” “There has been ROI...

Pennsylvania Agency Success Story – John Ferullo

Pennsylvania Agency Success Story – John Ferullo

https://www.youtube.com/watch?v=jOzB5zorSy4 John Ferullo Ferullo Insurance Agencies LLC Philadelphia, Pennsylvania “We have used a multitude of different digital opportunities, and I would say most of them don't meet the expectations they tell us that we should...

Agent Success Stories Mash-Up 2024

Agent Success Stories Mash-Up 2024

https://www.youtube.com/watch?v=NxLFaE2w7wo&list=PLgzc4kqi1ZraWE4-g7p05D8Vj76LvM8SQ&index=4&t=163s Advantage Agent Success Stories Mash-Up 2024 Discover how independent insurance agents across the country are transforming their businesses with...

Connecticut Agency Success Story – Ryan Keating

Connecticut Agency Success Story – Ryan Keating

https://youtu.be/eyF1DIpiH-k?si=h3_fJ1DK26Y0Z2jC Ryan Keating Michael J. Keating Agency, Inc. West Hartford, Connecticut “The inbound opportunities that it creates are new potential clients that we would not have otherwise.” “This past year, one of the accounts was a...

See more success stories

Recommended Reading

6 Insurance Agency Video Marketing Ideas

6 Insurance Agency Video Marketing Ideas

With video content surging in popularity across digital platforms, now is the perfect time for independent agencies to tap into its full potential. Exploring the right insurance agency video marketing ideas can dramatically boost your visibility, build trust, and set...

read more
The Ultimate Commercial Market Appetite Guide

The Ultimate Commercial Market Appetite Guide

When it comes to commercial insurance, having the right partners in your corner can make all the difference. That’s why pulled together a helpful list of our commercial insurance partners to help you find the market you need. Whether you’re hunting for niche expertise...

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.