Attracting the right insurance consumers is as simple as accurately setting your business appetite on your Advantage profile. Here’s how.
How to Update Your Business Appetite on an Advantage Profile
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Help Topics
Get the most out of your Advantage subscription.
How to Upload Video to Your Advantage Profile
Uploading video content to your Advantage Agency Profile is simple. Here’s how to bolster your profile with video in five simple steps.
How Is Your Profile Performing? See Your Improved Agency Scorecard
Get a comprehensive look at the value you receive through your Advantage profile with your quarterly Agency Scorecard.
Turning Insurance Referrals into Happy Customers: Email and Text Templates
Winning a new referral can come down to simply crafting the right message — and we have the templates to help.
FAQ: Advantage Producer Subscription
Learn the answers to frequently asked questions from independent agents about our Advantage Producer subscription.
What Is Advantage Producer?
Advantage Producer gives IIABA agents exclusive access to the industry’s highest-quality insurance referral platform: Claim-it.
The Secret Sauce for Closing More Consumer Choice Referrals
Our most successful agents give their top five tips for improving the closing ratio of your TrustedChoice.com referrals.
TrustedChoice.com Get Started Guide
This step-by-step guide will show you how to customize the appearance of your agency profile and basic settings.
Customize Your Claim-it Settings
This is a quick video to help you to get logged in, set up your appetite, set up notifications, and set up your personal payments so you can start claiming referrals right away with Claim-it.
Manage Your TrustedChoice.com Referrals with AgencyZoom
Now, independent agents can see and manage all their TrustedChoice.com insurance referrals in one place with AgencyZoom. Here’s how.
What Are the Different Types of Agency Profiles?
Get to know each of our Advantage subscription types, plus find the right plan for your independent insurance agency—no matter the size.
How to Sign up for Claim-it Text Alerts
Claim-it Referral notifications can be sent straight to your phone. Learn how to set up Claim-it text alerts with our guide.