Momentum Edge
For Agents

Momentum Edge for Agents

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

Claim-it

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

For Insurance Companies

Momentum Edge for Insurers

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

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

  1. Success Stories
  2.  » Washington Agency Success Story – Paul Pukis

Washington Agency Success Story – Paul Pukis

Hear the Washington Independent Insurance Agent's success story of 50% closing ratios with Advantage referrals.
Published: September 29, 2025

Paul Pukis

Mosaic Insurance Alliance, LLC

Lynwood, Washington

“Our closing ratio is quite high with Trusted Choice… It’s got to be close to around half.”

“The quality of [Advantage] leads are probably the highest level of online stuff that we get.”

“I would be shocked if the ROI was less than 1:1 on what we’re paying. I would certainly think it’s greater than that. And then if you take the average length of time that a customer’s with you for seven years, whatever… I mean, any marketing that you can get to a 1:1, typically you want to know how much fuel you can dump into that.”

TrustedChoice.com is the leading digital resource for connecting insurance buyers with independent insurance agents. Now backed by Momentum AMP, we’ve attracted more than 43 million insurance shoppers, combining proven visibility, high-intent referrals, and powerful technology to help agencies grow faster. Start your journey here

Keywords: SEO; quality referrals; appetite engine; close ratio: ~50%; ROI; recommend; don’t want the secret out

More Stories

Arizona Agency Success Story – Sarah Mitchell – Claim-it Series

Sarah Mitchell Ideal Insurance Agency, Inc. Surprise, Arizona “I'd say that we have probably about 80% success with the leads that we're getting.“ “[One account written was] $30,000, a commercial auto. Revenue, it was about $3,000-$5,000.” “Claim-it does stand out as...

New Jersey Agency Success Story – Jake Ferrara

Jake Ferrara Streetsmart Insurance Freehold, New Jersey “I would say definitely, as far as total premium goes, we’ve written a few hundred thousand… We’re only, you know, not even a year into our relationship [with Advantage].” “It's helped boost our visibility quite...

New York Agency Success Story – Nathan Lewkowicz

Nathan Lewkowicz Aaron L Grober Inc Valley Stream, New York “I’d say we probably have written, revenue-wise, maybe close to like $100,000 off this program.”  “We tend to actually close [the inbound Advantage referrals], which is great. And it's usually stuff that we...

Get Recommended on TrustedChoice.com

Ready to get your Advantage?

We have a plan for every agency. See what we can do for you!