Advantage for agents
The Largest Digital Marketing Platform for Independent Agents
Boost your online presence and connect with exclusive high-intent leads referrals.

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


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!
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

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






(here’s just a few!)
California Agency Success Story – JP Lawrence
https://www.youtube.com/watch?v=9ySYgSjHUTE JP Lawrence JPL Insurance Services San Diego, California “We’re just extremely happy overall with Trusted Choice and what it's done for us.” “[The ROI] has just been incredible. I figure by the end of December, for the full...
Massachusetts Agency Success Story – Jeffery Miller – Claim-it Series
https://www.youtube.com/watch?v=7WEyvAZlttU Jeffery Miller BR Risk Group Specialty Insurance Boston, Massachusetts “[Claim-it offers] the ability… to pick and choose. It’s the clientele we want, that we’ve signed up for… Also, the fact that it’s not something that we...
Pennsylvania Agency Success Story – Anthony Mercado
https://youtu.be/xs0OGsx8_5Y?si=15SyCV0VmGL0qOpE Anthony Mercado Mercado Insurance Group Orwigsburg, Pennsylvania “The big advantage for us is that it’s opened up at the markets that we normally would not have done.” “Trusted Choice has referred us as opposed to other...
North Carolina Agency Success Story – Cody Allen – Claim-it Series
https://www.youtube.com/watch?v=yvJYr9CQQCM&feature=youtu.be Cody Allen Allen Insurance Agency Ramseur, North Carolina “Over the last three to six months, we’ve [written] probably close to 30 [accounts through Claim-it].” “We’re probably closing about 50%.” “Since we...
Maine Agency Success Story – Tony Lemmo
https://youtu.be/mULEG8_X2Qw Tony Lemmo Sevigney Lyons Insurance Agency Wells, ME “[I’ve written] some larger size homes, with Trusted Choice... A few of them were, I think, $2-3k in premium. I think I wrote one that was like $7,000.” “I’ve written a few businesses. I...
Massachusetts Agency Success Story – Jeffery Miller
https://www.youtube.com/watch?v=QrB7OUwj88U Jeffery Miller BR Risk Group Specialty Insurance Boston, MA “The quality of prospects that we’ve come across with Trusted Choice has been really outstanding versus a lot of the other lead sources that we’ve used in the...
Recommended Reading
Harnessing the Power of Data Analytics for Independent Insurance Agents
Let us walk you through how effectively harnessing data analytics can help your agency thrive in today’s competitive online market. Understanding Client Needs and Preferences With the tools we have available in today’s online landscape, independent insurance agents...
How To Get More Claim-it Referrals: The Secret You Didn’t Know
Timing can make the difference between securing a new client or losing out to a competitor in today’s fast-paced world of insurance. At Momentum Edge, we understand the critical importance of connecting independent insurance agents with the right prospect at exactly...
Your New Insurance Company Appetite Guide – June 2024
Jewelers Mutual Honoring and protecting jewelry since 1913. Founded in: 1913 Headquarters: Neenah, WI What types of insurance does Jewelers Mutual offer? Personal Insurance Coverage Types: Valuable Items Where does Jewelers Mutual do business? States (51) Alabama...
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.








