Carl Witkowski
Presidio Insurance
Clarks Summit, PA
“What I like about the [TrustedChoice.com referrals] are the people we’re looking for are the people who are finding us – so the conversation is usually, we’re already lock-step about 75% of the way, then it’s a few minor details and we’re writing the business.”
“We just got our first [TrustedChoice.com warm transfer referral], and it was great… By the time we got off, we wrote the workers’ comp. policy, we advised on the professional liability, we re-quoted her general liability… And they want to move all their personal lines over to us.“
“I think [the Advantage subscription] is a very, very, very good gateway lead service for any agency that’s thinking about trying it. It’s a very low spend, [we always have] access to our account manager who’s been nothing but nothing but absolutely helpful in getting us more leads, and really no negative takeaways from it whatsoever.”
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.
Keywords: online shoppers, exposure, be found, appetite, warm transfer, commercial lines, personal lines, quality referrals, Claim-it, marketing dollar, satisfaction, customer service
