Momentum Edge
For Agents

Momentum Edge for Agents

Get a digital profile, improve your SEO, get recommended and get referrals

Claim-it

Get inbound, appetite-matching referrals delivered to you in real-time

For Insurance Companies

Momentum Edge for Insurers

Increase awareness, engage with more agents and drive the business you want

Inspiration

Blog

Top clicks and insider tricks for independent agents

Press

The latest news releases

Newsletter

Catch up on past issues of the newsletter

Marketplace

Agent Directory

Browse our the national directory of independent insurance agents

Insurance Company Directory

Browse our national directory of insurance carriers, MGAs and wholesalers

Live Referral Feed

See a real-time view of opportunities being delivered to independent agents right now!

Find an Insurance Market

Locate an insurance provider for your customers

Support

Help Desk

Get support for your Momentum Edge products

Agent Log In

Sign in to manage your profile and subscription

  1. Success Stories
  2.  » 
  3. Claim-it
  4.  » Maryland Agency Success Story – Isiah Coles – Claim-it Series

Maryland Agency Success Story – Isiah Coles – Claim-it Series

“[One referral] came last week, it was about $15k. It was a commercial account… We sold them a policy that kind of gave them everything - the business liability, personal liability, and also workers’ comp.”
Published: August 19, 2024

Isiah Coles

ICC Insurance Agency

Germantown, MD

“I think it’s a great, great program.”

“Out of the 50 leads that I think I’ve gotten [through Claim-it], I’ve probably closed 15… or more.”

“The program is valuable – I think it’s a necessary program.”

“[One referral] came last week, it was about $15k. It was a commercial account… We sold them a policy that kind of gave them everything – the business liability, personal liability, and also workers’ comp.”

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, close ratio: 30%+, premium amount: $15k/one acct, commercial lines, satisfaction

More Stories

South Carolina Agency Success Story – David Ashton

David Ashton Southern Insurance Group Greenville, South Carolina “You can screen the leads and see which ones are going to be a higher value… You can throttle the volume down, but increase the quality.”  “I think it typically fluctuates depending on the year and how...

Arizona Agency Success Story – Sarah Mitchell – Claim-it Series

Sarah Mitchell Ideal Insurance Agency, Inc. Surprise, Arizona “I'd say that we have probably about 80% success with the leads that we're getting.“ “[One account written was] $30,000, a commercial auto. Revenue, it was about $3,000-$5,000.” “Claim-it does stand out as...

New Jersey Agency Success Story – Jake Ferrara

Jake Ferrara Streetsmart Insurance Freehold, New Jersey “I would say definitely, as far as total premium goes, we’ve written a few hundred thousand… We’re only, you know, not even a year into our relationship [with Advantage].” “It's helped boost our visibility quite...

Get Recommended to High-Intent Insurance Buyers

Ready to get started with Momentum Edge?

We have a plan for every agency. See what we can do for you!