California Agency Success Story – Jarrod Breckler – Claim-it Series

Jarrod Breckler

Loewen Insurance Services

Santa Rosa, California

“Our total premium for [one referral] for the year is basically $13,000.”

“It’s a way to get you in front of customers.”

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: text message feature; warm transfers; prospect info prior to purchasing; commercial lines; premium amount: $13k/one policy; cross-sale opportunities; contact rate: 60-70%; value

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California Agency Success Story – Jarrod Breckler – Claim-it Series

Jarrod Breckler

Loewen Insurance Services

Santa Rosa, California

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