Nicole Cassat
Leavitt Group
Auburn, WA
“I think there is good value behind a lead service. When people call [TrustedChoice.com], they are ready – they’re looking for insurance… [TrustedChoice.com has] even warm-transferred phone calls to me before. So, it’s a really good generation for leads that have transitioned into additional leads for us when we do write the accounts.”
Can you talk about the Return on Investment with your TrustedChoice.com subscription?
“It’s been really great. It keeps a steady flow of referrals coming in. We bring on a lot of new producers, and it’s a really great framework and setting for them to take leads when they don’t have any kind of clientele or a base, and helps them learn the business.”
Momentum Edge is an independent platform focused on delivering high-intent insurance referrals, modern distribution tools, and performance-driven growth for agencies. Built by a team with deep experience in digital insurance marketplaces, Momentum Edge reflects years of learning, iteration, and innovation within the industry. Start your journey here
Some of our content and success stories may reference prior experiences with TrustedChoice.com, an earlier iteration of the platform.
Company Partners: Liberty Mutual, The Hartford, Travelers, CNA
Keywords: premium amount: $25,000 total, recommend, leads, recommend for new agents
