James Wilson
Wilson Insurance and Financial Planning, Inc.
Savannah, Georgia
“We’re at the point where we’re getting enough leads that we really can’t handle anymore… So I guess that’s the best problem you could have.”
“I just go within the profile there and tell it what [types of business] I’m looking for… So it’s very, very customizable, which is great.”
“From the Advantage subscription… you get credibility. You’re seen by more people.”
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 success stories reference TrustedChoice.com, the former name of Momentum Edge. While our name has changed, these stories reflect the same platform and customer experiences. Momentum Edge is not affiliated with or endorsed by the current TrustedChoice.com website.
Keywords: quality referrals; superior to other lead programs; abundance of leads; appetite engine; recommendations; credibility; exposure; reach; marketing dollar; SEO; recommend to new agents
