{"id":56,"date":"2021-04-05T16:25:59","date_gmt":"2021-04-05T16:25:59","guid":{"rendered":"https:\/\/www.staging.trustedchoice.cloud\/advantage\/?page_id=56"},"modified":"2025-12-30T14:47:31","modified_gmt":"2025-12-30T20:47:31","slug":"help-desk","status":"publish","type":"page","link":"https:\/\/www.staging.trustedchoice.cloud\/advantage\/help-desk\/","title":{"rendered":"Help Desk"},"content":{"rendered":"

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global_colors_info=”{}”][\/et_pb_blog][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ _builder_version=”4.17.0″ _module_preset=”default” background_enable_color=”off” custom_padding=”0px|0px|20px|0px|false|false” global_colors_info=”{}”][et_pb_row _builder_version=”4.17.0″ _module_preset=”default” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.17.0″ _module_preset=”default” global_colors_info=”{}”][et_pb_button button_url=”\/advantage\/help\/” button_text=”Browse all Help Desk Articles” _builder_version=”4.25.0″ _module_preset=”159746bd-a15d-4af2-a1e2-50c11896b9a3″ button_text_color=”#A200FF” button_bg_color=”RGBA(255,255,255,0)” button_use_icon=”on” box_shadow_style=”none” global_colors_info=”{}” button_bg_enable_color__hover=”on” button_text_color__hover_enabled=”on|desktop” button_text_color__hover=”#ffffff”][\/et_pb_button][\/et_pb_column][\/et_pb_row][et_pb_row make_equal=”on” custom_padding_last_edited=”on|phone” _builder_version=”4.17.0″ _module_preset=”default” width_tablet=”80%” width_phone=”auto” width_last_edited=”on|desktop” module_alignment=”center” custom_margin=”||0px||false|false” custom_margin_tablet=”” custom_margin_phone=”0px||||false|false” custom_margin_last_edited=”on|desktop” custom_padding=”|0px|0px|0px|false|false” custom_padding_tablet=”” custom_padding_phone=”0px|40px||40px|false|false” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_blurb title=”POPULAR TOPICS” url=”https:\/\/www.staging.trustedchoice.cloud\/advantage\/c\/get-started\/” module_class=”0″ _builder_version=”4.25.0″ _module_preset=”3c894579-077c-4488-8f46-0f8ce1da9569″ text_orientation=”center” global_colors_info=”{}”][\/et_pb_blurb][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ _builder_version=”4.25.0″ _module_preset=”default” background_color=”gcid-f2e88554-7850-4249-ba62-77463799a66a” custom_padding=”0px|0px|10px|0px|false|false” global_colors_info=”{%22gcid-f2e88554-7850-4249-ba62-77463799a66a%22:%91%22background_color%22%93}”][et_pb_row column_structure=”1_3,1_3,1_3″ _builder_version=”4.17.0″ _module_preset=”default” global_colors_info=”{}”][et_pb_column type=”1_3″ _builder_version=”4.17.0″ _module_preset=”default” global_colors_info=”{}”][et_pb_blurb title=”Subscription Types” url=”\/advantage\/category\/help\/subscriptions” use_icon=”on” font_icon=”Z||divi||400″ icon_color=”gcid-61a25d82-3ed1-4f8d-9c38-4f926ac2a60c” image_icon_width=”40px” icon_alignment=”center” _builder_version=”4.25.0″ _module_preset=”default” header_level=”h3″ header_font=”Poppins|700|||||||” header_text_color=”#ffffff” header_font_size=”24px” body_font=”Poppins||||||||” body_text_color=”#ffffff” text_orientation=”center” max_width=”300px” module_alignment=”right” global_colors_info=”{%22gcid-61a25d82-3ed1-4f8d-9c38-4f926ac2a60c%22:%91%22icon_color%22%93}”]Don’t know which subscription is right for you? Start here.<\/p>\n

Learn about subscription types<\/a>[\/et_pb_blurb][\/et_pb_column][et_pb_column type=”1_3″ _builder_version=”4.17.0″ _module_preset=”default” global_colors_info=”{}”][et_pb_blurb title=”Moemtnum Edge Basics” url=”\/advantage\/category\/help\/basics” use_icon=”on” font_icon=”||divi||400″ icon_color=”gcid-61a25d82-3ed1-4f8d-9c38-4f926ac2a60c” image_icon_width=”40px” icon_alignment=”center” _builder_version=”4.25.0″ _module_preset=”default” header_level=”h3″ header_font=”Poppins|700|||||||” header_text_color=”#ffffff” header_font_size=”24px” body_font=”Poppins||||||||” body_text_color=”#ffffff” text_orientation=”center” max_width=”300px” module_alignment=”right” global_colors_info=”{%22gcid-61a25d82-3ed1-4f8d-9c38-4f926ac2a60c%22:%91%22icon_color%22%93,%22gcid-ac6b3922-46f5-4405-a514-5551e44d469f%22:%91%22icon_color%22%93}”]<\/p>\n

Get started here with the things you need to know to be successful.<\/p>\n

Get the basics<\/a><\/p>\n

[\/et_pb_blurb][\/et_pb_column][et_pb_column type=”1_3″ _builder_version=”4.17.0″ _module_preset=”default” global_colors_info=”{}”][et_pb_blurb title=”Claim-it” url=”\/advantage\/category\/help\/claim-it-help” use_icon=”on” font_icon=”||divi||400″ icon_color=”gcid-61a25d82-3ed1-4f8d-9c38-4f926ac2a60c” image_icon_width=”40px” icon_alignment=”center” _builder_version=”4.25.0″ _module_preset=”default” header_level=”h3″ header_font=”Poppins|700|||||||” header_text_color=”#ffffff” header_font_size=”24px” body_font=”Poppins||||||||” body_text_color=”#ffffff” text_orientation=”center” max_width=”300px” module_alignment=”right” global_colors_info=”{%22gcid-61a25d82-3ed1-4f8d-9c38-4f926ac2a60c%22:%91%22icon_color%22%93,%22gcid-ac6b3922-46f5-4405-a514-5551e44d469f%22:%91%22icon_color%22,%22icon_color%22%93}”]<\/p>\n

Learn about the revolutionary referral platform that transforms how you prospect.<\/p>\n

Learn about Claim-it<\/a><\/p>\n

[\/et_pb_blurb][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ _builder_version=”4.25.0″ _module_preset=”default” background_color=”gcid-f2e88554-7850-4249-ba62-77463799a66a” custom_padding=”0px|0px|10px|0px|false|false” global_colors_info=”{%22gcid-f2e88554-7850-4249-ba62-77463799a66a%22:%91%22background_color%22%93}”][et_pb_row column_structure=”1_2,1_2″ _builder_version=”4.17.0″ _module_preset=”default” global_colors_info=”{}”][et_pb_column type=”1_2″ _builder_version=”4.17.0″ _module_preset=”default” global_colors_info=”{}”][et_pb_blurb title=”Best Practices” url=”\/advantage\/category\/help\/best-practices” use_icon=”on” font_icon=”||divi||400″ icon_color=”gcid-61a25d82-3ed1-4f8d-9c38-4f926ac2a60c” image_icon_width=”40px” icon_alignment=”center” _builder_version=”4.25.0″ _module_preset=”default” header_level=”h3″ header_font=”Poppins|700|||||||” header_text_color=”#ffffff” header_font_size=”24px” body_font=”Poppins||||||||” body_text_color=”#ffffff” text_orientation=”center” max_width=”300px” module_alignment=”right” global_colors_info=”{%22gcid-61a25d82-3ed1-4f8d-9c38-4f926ac2a60c%22:%91%22icon_color%22%93,%22gcid-ac6b3922-46f5-4405-a514-5551e44d469f%22:%91%22icon_color%22,%22icon_color%22%93}”]<\/p>\n

Maximize the performance of your Momentum Edge agency profile with these pro tips.<\/p>\n

Discover Advantage Best Practices<\/a><\/p>\n

[\/et_pb_blurb][\/et_pb_column][et_pb_column type=”1_2″ _builder_version=”4.17.0″ _module_preset=”default” global_colors_info=”{}”][et_pb_blurb title=”Integration Guides” url=”\/advantage\/category\/help\/integrations” use_icon=”on” font_icon=”+||divi||400″ icon_color=”gcid-61a25d82-3ed1-4f8d-9c38-4f926ac2a60c” image_icon_width=”40px” icon_alignment=”center” _builder_version=”4.25.0″ _module_preset=”default” header_level=”h3″ header_font=”Poppins|700|||||||” header_text_color=”#ffffff” header_font_size=”24px” body_font=”Poppins||||||||” body_text_color=”#ffffff” text_orientation=”center” max_width=”300px” module_alignment=”left” global_colors_info=”{%22gcid-61a25d82-3ed1-4f8d-9c38-4f926ac2a60c%22:%91%22icon_color%22%93,%22gcid-ac6b3922-46f5-4405-a514-5551e44d469f%22:%91%22icon_color%22,%22icon_color%22%93}”]<\/p>\n

Learn how to streamline your agency with integrations into our platform.<\/p>\n

Read our integration guides<\/a><\/p>\n

[\/et_pb_blurb][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ _builder_version=”4.17.0″ _module_preset=”default” custom_margin=”20px|0px||0px|false|false” global_colors_info=”{}”][et_pb_row make_equal=”on” custom_padding_last_edited=”on|phone” _builder_version=”4.17.0″ _module_preset=”default” width_tablet=”80%” width_phone=”auto” width_last_edited=”on|desktop” module_alignment=”center” custom_margin=”||0px||false|false” custom_margin_tablet=”” custom_margin_phone=”0px||||false|false” custom_margin_last_edited=”on|desktop” custom_padding=”|0px|0px|0px|false|false” custom_padding_tablet=”” custom_padding_phone=”0px|40px||40px|false|false” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_blurb title=”ADDITIONAL RESOURCES” url=”https:\/\/www.staging.trustedchoice.cloud\/advantage\/c\/get-started\/” module_class=”0″ _builder_version=”4.25.0″ _module_preset=”3c894579-077c-4488-8f46-0f8ce1da9569″ text_orientation=”center” global_colors_info=”{}”][\/et_pb_blurb][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=”1_2,1_2″ _builder_version=”4.17.0″ _module_preset=”default” custom_margin=”20px||40px||false|false” global_colors_info=”{}”][et_pb_column type=”1_2″ _builder_version=”4.17.0″ _module_preset=”default” background_color=”#ffffff” custom_padding=”||||false|false” border_radii=”on|20px|20px|20px|20px” box_shadow_style=”preset3″ global_colors_info=”{}”][et_pb_image src=”https:\/\/www.staging.trustedchoice.cloud\/advantage\/wp-content\/uploads\/2023\/10\/young-producer-Blog.jpg” alt=”Top 8 Tips for Growing Your Book of Business as a Young Independent Insurance Agent” title_text=”young-producer-Blog” _builder_version=”4.17.0″ _module_preset=”default” global_colors_info=”{}”][\/et_pb_image][et_pb_blurb title=”IA Advantage Blog” _builder_version=”4.25.0″ _module_preset=”default” header_font=”Poppins|700|||||||” header_text_color=”gcid-f2e88554-7850-4249-ba62-77463799a66a” header_font_size=”24px” body_font=”Poppins||||||||” body_text_color=”gcid-f2e88554-7850-4249-ba62-77463799a66a” background_enable_color=”off” text_orientation=”center” custom_margin=”20px|20px|20px|20px|false|false” global_colors_info=”{%22gcid-f2e88554-7850-4249-ba62-77463799a66a%22:%91%22header_text_color%22,%22body_text_color%22%93}”]<\/p>\n

News and insights from the independent insurance agency channel<\/p>\n

[\/et_pb_blurb][et_pb_button button_url=”\/advantage\/blog” button_text=”Read the Latest” button_alignment=”center” _builder_version=”4.25.0″ _module_preset=”219df1cb-bb38-426c-8ada-23ac979bdbbf” button_bg_color=”#ffffff” button_border_width=”1px” custom_margin=”10px|20px|20px|20px|false|false” custom_padding=”5px|15px||15px|false|false” global_colors_info=”{}” custom_padding__hover=”||||false|false” button_bg_color__hover_enabled=”on|hover” button_letter_spacing__hover_enabled=”on|hover” custom_padding__hover_enabled=”on|desktop” button_bg_color__hover=”#ffffff”][\/et_pb_button][\/et_pb_column][et_pb_column type=”1_2″ _builder_version=”4.17.0″ _module_preset=”default” background_color=”#ffffff” custom_padding=”||||false|false” border_radii=”on|20px|20px|20px|20px” box_shadow_style=”preset3″ global_colors_info=”{}”][et_pb_image src=”https:\/\/www.staging.trustedchoice.cloud\/advantage\/wp-content\/uploads\/2025\/12\/appetite-matching-no-hero.png” title_text=”appetite-matching-no-hero” _builder_version=”4.25.0″ _module_preset=”default” global_colors_info=”{}”][\/et_pb_image][et_pb_blurb title=”Market Finder” _builder_version=”4.17.0″ _module_preset=”default” header_font=”Poppins|700|||||||” header_text_color=”gcid-f2e88554-7850-4249-ba62-77463799a66a” header_font_size=”24px” body_font=”Poppins||||||||” body_text_color=”gcid-f2e88554-7850-4249-ba62-77463799a66a” background_enable_color=”off” text_orientation=”center” custom_margin=”20px|20px|20px|20px|false|false” global_colors_info=”{%22gcid-f2e88554-7850-4249-ba62-77463799a66a%22:%91%22header_text_color%22,%22body_text_color%22%93}”]<\/p>\n

Use our free Market Finder tool to search for insurers by appetite<\/p>\n

[\/et_pb_blurb][et_pb_button button_url=”@ET-DC@eyJkeW5hbWljIjp0cnVlLCJjb250ZW50IjoicG9zdF9saW5rX3VybF9wYWdlIiwic2V0dGluZ3MiOnsicG9zdF9pZCI6IjIzOTgyMiJ9fQ==@” button_text=”Find a Market” button_alignment=”center” _builder_version=”4.25.0″ _dynamic_attributes=”button_url” _module_preset=”219df1cb-bb38-426c-8ada-23ac979bdbbf” button_bg_color=”#ffffff” button_border_width=”1px” custom_margin=”10px|20px|20px|20px|false|false” custom_padding=”5px|15px||15px|false|false” locked=”off” global_colors_info=”{}” custom_padding__hover=”||||false|false” button_bg_color__hover_enabled=”on|hover” button_letter_spacing__hover_enabled=”on|hover” custom_padding__hover_enabled=”on|desktop” button_bg_color__hover=”#ffffff”][\/et_pb_button][\/et_pb_column][\/et_pb_row][et_pb_row _builder_version=”4.16″ _module_preset=”default” custom_padding=”40px|40px|40px|40px|false|false” border_radii=”on|12px|12px|12px|12px” box_shadow_style=”preset1″ global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_blurb title=”Frequently Asked Questions” content_max_width=”100%” _builder_version=”4.25.0″ _module_preset=”default” header_font=”Poppins|700|||||||” header_text_color=”gcid-f2e88554-7850-4249-ba62-77463799a66a” text_orientation=”center” module_alignment=”left” global_colors_info=”{%22gcid-f2e88554-7850-4249-ba62-77463799a66a%22:%91%22header_text_color%22%93}”][\/et_pb_blurb][et_pb_accordion open_toggle_text_color=”gcid-f2e88554-7850-4249-ba62-77463799a66a” _builder_version=”4.25.0″ _module_preset=”default” toggle_font=”Poppins|700|||||||” toggle_font_size=”18px” body_font=”Poppins||||||||” body_text_color=”gcid-f2e88554-7850-4249-ba62-77463799a66a” hover_enabled=”0″ global_colors_info=”{%22gcid-f2e88554-7850-4249-ba62-77463799a66a%22:%91%22open_toggle_text_color%22,%22body_text_color%22%93}” sticky_enabled=”0″][et_pb_accordion_item title=”I am having trouble logging in to my account.” open=”on” _builder_version=”4.17.0″ _dynamic_attributes=”link_option_url” _module_preset=”default” link_option_url=”@ET-DC@eyJkeW5hbWljIjp0cnVlLCJjb250ZW50IjoicG9zdF9saW5rX3VybF9wb3N0Iiwic2V0dGluZ3MiOnsicG9zdF9pZCI6IjIzODE5MiJ9fQ==@” global_colors_info=”{}”]Forgot your password or other issues logging in?\u00a0<\/span>Read these tips…<\/a><\/strong>[\/et_pb_accordion_item][et_pb_accordion_item title=”Why are some profile fields locked?” _builder_version=”4.25.0″ _module_preset=”default” global_colors_info=”{}” open=”off”]<\/p>\n

The fields available to you depend on your subscription level. To unlock these features call our Client Success Team to upgrade your subscription at (855) 372-0070.<\/p>\n

[\/et_pb_accordion_item][et_pb_accordion_item title=”Why is the phone number displayed on my profile different than my agency phone number?” _builder_version=”4.25.0″ _module_preset=”default” global_colors_info=”{}” open=”off”]<\/p>\n

Your profile displays a unique call tracking phone number that is linked to your agency phone number. The call tracking number helps us report back to you how many referrals are calling you through your Momentum Edge agency profile.<\/p>\n

[\/et_pb_accordion_item][et_pb_accordion_item title=”How do I change my subscription or update my billing information?” _builder_version=”4.25.0″ _module_preset=”default” global_colors_info=”{}” open=”off”]<\/p>\n

\n

Our Client Success Team is standing by to help you with all your account needs. Email support@trustedchoice.com or call (855) 372-0070.<\/p>\n<\/div>\n

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Get the most out of your Momentum Edge products by visiting our online Help Desk. <\/p>\n","protected":false},"author":3,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"_et_pb_use_builder":"on","_et_pb_old_content":"","_et_gb_content_width":"","footnotes":""},"class_list":["post-56","page","type-page","status-publish","hentry"],"acf":[],"yoast_head":"\nHelp Desk - Momentum Edge<\/title>\n<meta name=\"description\" content=\"Not sure where to go next with your agency's Advantage profile? 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