For Agents

Agent Advantage

Get a digital profile, improve your SEO, get recommended and get referrals


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

For Insurance Companies

Insurance Company Advantage

Increase awareness, engage with more agents and drive the business you want

For Associations

Association Advantage

Give discounted subscriptions to your member agents and increase their digital reach



The IA Advantage blog, sharing top clicks and insider tricks for independent agents


The latest news releases


The IA Advantage Podcast, bringing you insurance consumer trends and insight from influencers around the IA channel


Catch up on past issues of the IA Advantage Newsletter


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 Shopper Feed

See who's shopping on right now!

Find an Insurance Market

Locate an insurance provider for your customers


Help Desk

Get support for your Advantage product

Agent Log In

Sign in to manage your Advantage profile

  1. IA Advantage Blog
  2.  » Recommendation Engine: How We Match Insurance Shoppers With An Agent

Recommendation Engine: How We Match Insurance Shoppers With An Agent

Getting recommended as an independent insurance agent is a huge deal, especially when it comes from a trusted source. Find out how does it for you!
Published: March 21, 2021

Getting recommended as an independent insurance agent is a huge deal, especially when it comes from a trusted source — like

When an insurance buyer visits and searches for an agent to work with, we ask what type of coverage they need, the premium they are looking to pay, and if they are insured.

Once the buyer fills out the questionnaire, our recommendation engine does its magic (really it’s science, but for effect let’s say magic), and gives the buyer a listing of recommended local independent insurance agents that fit their needs. Only Advantage agencies are recommended to insurance buyers.

We all know there are good referrals and bad ones.

So you’re probably asking:

“How does make sure that agencies get only the kind of business they want to write?”

Well, without getting too technical, just know that we let the computers take care of that.

Our finely-tuned agent recommendation search engine filters our platform’s consumers directly into your hand.  Basically, it’s a bunch of super-sciencey algorithms designed to play the part of the ultimate matchmaker and give you the well-qualified referrals you want, the good kind. Buyers tell us what they need, you tell us what you offer, and we’ll take it from there. Just make sure to keep your appetite updated in your profile to keep getting recommended to the buyers you want.

  1. You fill out your profile and tell us what type of business you want to write.
  2. Our consumers answer a few questions to tell us what kind of insurance they need.
  3. Our recommendation engines matches their needs with the right agents.
  4. You celebrate.
  5. Then steps 2-4 repeat. Over and over again.

Want to be recommended to insurance shoppers? Check out your Advantage subscriptions options. Already an Advantage subscriber? Make sure to fully complete your profile, in order to be recommended to the shoppers you want to attract.

More Posts

NEW! Enhanced Business Radius for Improved Prospect Targeting

At, our processes and algorithms are always evolving to support the IA channel and connect independent insurance agents with active insurance prospects they want to work with. One of the many ways we do this is by listening and reacting to agent...

Your New Insurance Company Appetite Guide – May 2023

Koop Insurance Specialty insurer for new technology businesses Founded in: 2020 Headquarters: Pittsburgh, PA What types of insurance does Koop Insurance offer? Business Insurance Coverage Types: Cyber Liability Errors & Omissions General Liability Professional...

3 Insurance Referral Types Available on

Any insurance agent, independent or captive, knows that referrals are the bread and butter of the insurance industry. provides a range of high-intent insurance referrals for independent agents that are tailored to their individual business needs:...

Get Recommended on

Ready to take it to the next level?

Sign up for a free demo and let our experts show you what Advantage can do for you!