Stephen Appenfelder
Adkisson Insurance Agency
Florence, KY
“The Claim-it [Referrals] on the commercial side, there’s not anything else like them out there.”
“I am extremely satisfied [with our ROI]… It’s got to be far exceeding really any other method that we could potentially have… You’re getting opportunities for accounts who have some kind of qualifying event that they’re actively looking [for insurance coverage].”
“I would bet that the Claim-it [Referrals] probably account for 60-70% of the commercial accounts that we’re actively working on… It really makes a huge difference.”
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 Referrals: 2/3/day, commercial lines, 50%+ close ratio, cross-sale opportunities, fair cost, extremely valuable, customer service, ROI
