Grow your agency with high-intent, appetite-matched referrals and a powerful online presence that helps the right clients find you when they’re ready to buy.
Already a Momentum customer? Get Your Free Trial
See our referral quality in real time
We are so confident in the quality of our referrals that we’ve created a live feed so you can see the types of referrals you can expect to receive.
Grow your agency where consumers are already searching
Edge connects independent insurance agencies with real consumers actively looking for coverage on trusted marketplaces. Your agency profile helps you get discovered and recommended to shoppers seeking local expertise — while on-demand referrals let you purchase verified, exclusive opportunities that fit your appetite.
How Edge Works for Your Agency
See how the Edge program turns online visibility and consumer recommendations into real, exclusive referrals.
First
You customize your agency profile
Tell us about your agency and the business you want to write. Then, we feature you in our agency directories.
Meanwhile...
We bring in the prospects
Consumers looking for an agent are asked a few questions about their insurance needs.
Then
Shoppers get recommended to you
Our recommendation engine matches your profile to the right shoppers and gets you connected.
Why agencies choose Edge
Every feature is designed to put your agency in front of real consumers who are ready to connect.
High-Intent Referrals
Connect with real consumers actively shopping for insurance — not cold or shared leads.
Appetite-Matched Opportunities
Get referrals that match your agency’s appetite, so every lead fits your business.
SEO-Boosted Agency Profiles
Appear on top insurance sites to improve visibility and drive more inbound opportunities.
Exclusive Referrals
Each referral is yours alone — never shared with other agents, giving you a clear path from first contact to conversion.
Four Months Free For Current Customers
As a Momentum customer, you’ll get 4 months of free Edge access—pay only for the referrals you claim. Your trial includes real-time, appetite-matched referrals, an SEO-optimized agency profile, instant alerts, and optional AMS tracking.
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Can I get a demo?
Absolutely! We’d love to show you how Momentum Edge can elevate your agency’s performance. Visit MomentumAMP.com/Edge for more information or book your demo directly using this link.
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Will Momentum Edge be included with Momentum AMP or is it separate?
Momentum Edge pricing varies by state due to differences in regional market factors and demand. After the free four-month trial, depending on your location and subscription type. If you’d like a specific quote for your agency, we can provide exact pricing for your state—just contact our team.
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How much is Momentum Edge after the free, four-month trial?
Momentum Edge is fully integrated with the Momentum AMP ecosystem, giving agents a seamless experience between their AMS, CRM, and referral tools. However, currently, Momentum Edge is purchased separately from the Momentum AMP subscription. This allows agencies to customize their Momentum experience based on their specific prospecting and marketing needs.
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How do I sign up to become a Premier Access Partner?
Becoming a Premier Access Partner gives your agency exclusive access to protected territories plus appetite-matched referrals delivered automatically—no claiming, no competing. Learn more about becoming a Premier Access Partner here.
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How does this affect current TrustedChoice.com customers?
You don’t lose a thing—in fact, you gain more visibility. Your current TrustedChoice.com profile stays active, and soon your agency will appear on additional consumer portals for even greater reach. You can log in and continue to access your profile and Claim-it exactly how you do today.
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Do we still have a Trusted Choice membership?
Yes! Your Big “I” membership and Trusted Choice benefits remain unchanged. You can continue to proudly use the Trusted Choice brand and everything it stands for.
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Can our non-Momentum agency management system be integrated with Momentum Edge?
Yes! Momentum Edge offers API connectivity, making integration with most agency management systems simple and efficient.
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Can purchased referrals automatically be dropped into Momentum Rate then write with one of your markets?
That capability is in development and will be available soon—further streamlining your workflow from referral to policy.
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Can prospects still choose our agency through the new InsuredBetter website?
Yes! Agency profiles and recommendations will soon appear on InsuredBetter, giving consumers another way to connect directly with your agency.
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Can you filter the referrals by state and/or product?
Yes. Referrals can be filtered through your Momentum Edge appetite settings by state, line of business, industry, business size, and more—so you’ll only see opportunities that align with your agency’s ideal profile.
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Are all referrals sent to all potential agencies at the same time...regardless of platforms purchased?
You’ll receive a notification email anytime your agency matches a new referral. You can also opt in for convenient SMS text alerts to stay in the loop instantly.
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How are referrals pushed out to matching agencies, aside from monitoring the tab?
When your agency matches a new referral, you are sent a notification email. You can also opt-in to receive notifications by SMS text.
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Can consumers still choose an agency directly, or are all referrals part of the shared pool?
Yes. Consumers can still choose an agency directly from search results on TrustedChoice.com and our other consumer websites. InsuredBetter.com will offer this option soon as well. These direct selections—called Consumer Choice Referrals (CCRs)—are exclusive to the chosen agency and are not included in the shared referral pool.
Join thousands of independent agents using Edge to get exclusive, high-intent referrals that match their appetite and strengthen their online visibility.
Ready to Grow with Edge?
Join hundreds of independent agents using Edge to get exclusive, high-intent referrals that match their appetite and strengthen their online visibility.
