John Ison
Ison Insurance Agency
West Liberty, KY
“I really like it… I’ve been starting to use the warm-transfer leads, which seems to work really well.”
“When I get an alert, it’s definitely something that I want to look at – because it’s defined by me and what I’m interested in.”
“I like the text notification feature… Getting that information very quickly allows us to control the pace that we contact a person. And I feel like that’s the most important piece of the puzzle of working with an online lead – speed to contact.”
“[One account’s] premium amount was about $65,000… So it was definitely a very worthwhile Claim-it referral.”
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: Claim-it process, radius feature, text message feature, close ratio: 20-25%, premium amount: $65k/one account
