James Wilson
Wilson Insurance and Financial Planning, Inc.
Savannah, GA
“It helps our agency to stand out… And since we do specialize… that can be put out there so that consumers will know this is something that we’re very knowledgeable about… On the [TrustedChoice.com] referrals I’m getting specific to my niche, I would say [my close ratio is] around 50%. Which, to me, is quite good.”
“I don’t do any SEO optimization, and we have a lot of people who say they saw us on Google… Apparently we’re climbing up the ladder to some degree, and I believe it is because of Trusted Choice. Quite frankly, we’re getting enough referrals and call-ins that we can’t keep up… That’s a great problem to have.“
“I would [recommend TrustedChoice.com]… [Customers] can just go on the internet and buy insurance right then. They need to have a reason to reach out to a person and an agency, especially an independent agency.”
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: stand-out, specialist, visibility, SEO, Google ranking, exposure, inbound referrals: high volume, close ratio: ~50% for niche, marketing dollar, recommend for new agents, online customers, edge
