Wisconsin Agency Success Story

Kelly Goodman

Goodman Family Insurance

Brookfield, WI

“It’s great – people request us… request our agency to contact them [through TrustedChoice.com]. So, it’s very helpful.”

“I think one of the first sales we made in this agency was off of [the Claim-it program]. And it’s great… they’re quality leads… [Our close rate] is at least 50%.”

“The [ROI is] very good. Definitely worth it.”

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: inbound referrals, SEO, Claim-it, quality referrals, close ratio: at least 50%, ROI, recommend

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Wisconsin Agency Success Story – Kelly Goodman

Kelly Goodman

Goodman Family Insurance

Brookfield, WI

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