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Turning Insurance Referrals into Happy Customers: Email and Text Templates

Apr 18, 2024

Winning a new referral can come down to simply crafting the right message — and we have the templates to help.

The Secret Sauce for Closing More Consumer Choice Referrals

Sep 7, 2023

Our most successful agents give their top five tips for improving the closing ratio of your TrustedChoice.com referrals.

Customize Your Claim-it Settings

Aug 18, 2023

This is a quick video to help you to get logged in, set up your appetite, set up notifications, and set up your personal payments so you can start claiming referrals right away with Claim-it.