{"id":238159,"date":"2024-05-03T00:00:00","date_gmt":"2024-05-03T05:00:00","guid":{"rendered":"https:\/\/trustedchoice.onlineworkbook.com\/wordpress\/agency-scorecard\/"},"modified":"2026-03-16T13:56:31","modified_gmt":"2026-03-16T18:56:31","slug":"agency-scorecard","status":"publish","type":"post","link":"https:\/\/www.staging.trustedchoice.cloud\/advantage\/help\/agency-scorecard\/","title":{"rendered":"How Is Your Profile Performing? See Your Improved Agency Scorecard"},"content":{"rendered":"

The Agency Scorecard is a powerful tool designed exclusively for independent insurance agents with a Momentum Edge subscription. This comprehensive scorecard offers you and your business a dynamic visual presentation of the value received through your agency profile. Each quarter, we analyze your profile’s optimization and completeness, the number of referral opportunities you received, and several other key metrics essential for enhancing your online presence and connecting with consumers. With the Agency Scorecard, you tap into unparalleled insights on your profile’s performance, unlocking your profile’s full potential to help you compete in the digital insurance landscape.<\/p>\n

Total Advantage Score<\/h2>\n

The Advantage Score gauges the value your agency receives in relation to the cost of your subscription during a specific quarter. The calculation of the value-ROI percentage is based on industry pricing standards for each of your subscription’s components. \"Advantage<\/p>\n

Score & Value ROI %<\/h3>\n\n\n\n\n\n\n
A+<\/span><\/td>\n> 200%<\/span><\/td>\nB-<\/span><\/td>\n80% – 100%<\/span><\/td>\n<\/tr>\n
A<\/span><\/td>\n150% – 200%<\/span><\/td>\nC+<\/span><\/td>\n65% – 80%<\/span><\/td>\n<\/tr>\n
B+<\/span><\/td>\n120% – 150%<\/span><\/td>\nC<\/span><\/td>\n50% – 65%<\/span><\/td>\n<\/tr>\n
B<\/span><\/td>\n100% – 120%<\/span><\/td>\nD<\/span><\/td>\n< 50%<\/span><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

Total Value Received<\/h3>\n

This number is the estimated total value your agency receives by taking advantage of the products and services available to you through your subscription.<\/p>\n

Total ROI<\/h3>\n

The ROI is the rate of value returned that your agency receives from its profile relative to the total cost of your subscription.<\/p>\n

Subscription-Level Metrics<\/h2>\n

The value of subscriptions stacks up from level-to-level. For example, if you have an Edge Professional subscription, our highest tier subscription offering, you receive cumulative benefits from every other subscription level beneath it. We’ve broken down each profile metric by level below so you can see how it all adds up.<\/p>\n\n\n\n\n
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Advantage Profile:<\/strong> Be Recognized and Understood<\/p>\n<\/td>\n<\/tr>\n

\n\n\n\n\n\n\n\n\n\n\n\n\n\n
Metric<\/td>\nDefinition<\/td>\n<\/tr>\n
Your Agency Showcased in the National IA Directory<\/td>\nThe agency\u2019s profile is configured and visible on TrustedChoice.com.<\/td>\n<\/tr>\n
Total TrustedChoice.com Shoppers<\/td>\nThe total number of all visitors to the TrustedChoice.com website and associated content pages.<\/td>\n<\/tr>\n
Total {State} TrustedChoice.com Shoppers<\/td>\nThe total number of visitors to the TrustedChoice.com website and associated content pages within the agency’s state.<\/td>\n<\/tr>\n
Total Local TrustedChoice.com Shoppers<\/td>\nA local subsection of your state’s total shoppers.<\/td>\n<\/tr>\n
Number of Appointed Carriers Listed in Your Profile<\/td>\nTotal number of carriers listed on your agency\u2019s profile.<\/td>\n<\/tr>\n
Number of IA Carriers Subsidizing Your Profile<\/td>\nNumber of carries identified by your agency who are also Advantage carrier partners.<\/td>\n<\/tr>\n
Your Agency Branded Impressions<\/td>\nThe total number of times your agency’s profile or badge appears on TrustedChoice.com from all sources.<\/td>\n<\/tr>\n
Your Value Received<\/td>\nThe total estimated value received from your agency’s profile on TrustedChoice.com. Your value is based on a handful of factors:<\/p>\n
    \n
  • The sum of the count of your state visitors<\/li>\n
  • Branded impressions<\/li>\n
  • The marketing subsidy of your participating eligible carriers<\/li>\n
  • Etc.<\/li>\n<\/ul>\n<\/td>\n<\/tr>\n
Your ROI<\/td>\nThe ROI (Return on Investment) for your agency measures how much benefit you get from its profile, compared to how much you pay for your Advantage subscription as part of its total package cost.<\/td>\n<\/tr>\n
Your Score<\/td>\nThe Advantage Score of your agency is calculated by comparing the Value ROI it receives with the cost of your subscription.<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

 <\/p>\n\n\n\n\n
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Advantage SEO:<\/strong> Be Found Online<\/p>\n<\/td>\n<\/tr>\n

\n\n\n\n\n\n\n\n\n\n\n
Metric<\/td>\nDefinition<\/td>\n<\/tr>\n
Search Engine Crawls of your Agency Profile (Google, Bing, Yahoo, etc)<\/td>\nThe number of times a search engine has crawled your Agency\u2019s Advantage profile, reviews, team members, etc.<\/td>\n<\/tr>\n
Search Engine Crawls of your Agency Website and Social Properties<\/td>\nThe number of times a search engine has crawled your agency\u2019s backlinks, including website links and social property links.<\/td>\n<\/tr>\n
Posted Consumer Reviews of Your Agency<\/td>\nThe number of consumer reviews listed on your agency\u2019s Advantage profile.<\/td>\n<\/tr>\n
Your Agency Five-Star Rating<\/td>\nThe average rating of all reviews posted to your Advantage profile.<\/td>\n<\/tr>\n
Your Value Received<\/td>\nThe SEO benefit received by your agency considers several factors:<\/p>\n
    \n
  • Direct clicks:<\/strong> The number of times consumers have directly clicked on your content<\/li>\n
  • Crawling frequency:<\/strong> How often search engines have visited and analyzed your content<\/li>\n
  • Consumer reviews:<\/strong> The total quantity of reviews from consumers<\/li>\n
  • Review quality:<\/strong> The overall quality of those reviews<\/li>\n
  • Etc.<\/li>\n<\/ul>\n

    In summary, this value reflects the impact of TrustedChoice.com\u2019s SEO work on your agency\u2019s visibility and reputation.<\/td>\n<\/tr>\n

Your ROI<\/td>\nThe ROI (Return on Investment) for your agency measures how much benefit you get from its profile, compared to how much you pay for your Advantage subscription as part of its total package cost.<\/td>\n<\/tr>\n
Your Score<\/td>\nThe Advantage Score of your agency is calculated by comparing the Value ROI it receives with the cost of your subscription.<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

 <\/p>\n\n\n\n\n
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Advantage Preferred:<\/strong> Be Recommended to Your Preferred Prospects<\/p>\n<\/td>\n<\/tr>\n

\n\n\n\n\n\n\n\n\n\n\n
Metric<\/td>\nDefinition<\/td>\n<\/tr>\n
Your Preferred Appetite Configured and Displayed<\/td>\nYour agency’s preferences are actively managed and updated within the TrustedChoice.com platform, ensuring optimal alignment with agency requirements and enhancing overall value.<\/td>\n<\/tr>\n
IA Directory Recommendations of Your Agency<\/td>\nNumber of times your agency was recommended on the TrustedChoice.com homepage or agent directory.<\/td>\n<\/tr>\n
Lines of Business Content-Page Recommendations<\/td>\nThe number of times your agency was recommended on content pages matching your geographic location and agency appetite.<\/td>\n<\/tr>\n
Precise Appetite-Matching Funnel Recommendations<\/td>\nThe number of times your agency was referred to appetite-matching consumers within the TrustedChoice.com funnel.<\/td>\n<\/tr>\n
Your Value Received<\/td>\nThe value received by your agency by being recommended by TrustedChoice.com to online shoppers. This is based on:<\/p>\n
    \n
  • Directory recommendations<\/li>\n
  • Content page recommendations<\/li>\n
  • Funnel recommendations<\/li>\n
  • Having an upgraded profile with additional features<\/li>\n
  • Etc.<\/li>\n<\/ul>\n<\/td>\n<\/tr>\n
Your ROI<\/td>\nThe ROI (Return on Investment) for your agency measures how much benefit you get from its profile, compared to how much you pay for your Advantage subscription as part of its total package cost.<\/td>\n<\/tr>\n
Your Score<\/td>\nThe Advantage Score of your agency is calculated by comparing the Value ROI it receives with the cost of your subscription.<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

 <\/p>\n\n\n\n\n
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Advantage Professional:<\/strong> Be Referred and Connected to Online Buyers<\/p>\n<\/td>\n<\/tr>\n

\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n
Metric<\/td>\nDefinition<\/td>\n<\/tr>\n
Personal Lines Claim-it Notifications Received<\/td>\nThe total number of appetite-matching Personal Lines Claim-it Notifications delivered to your agency.<\/td>\n<\/tr>\n
Commercial Lines Claim-it Notifications Received<\/td>\nThe total number of appetite-matching Commercial Lines Claim-it Notifications delivered to your agency.<\/td>\n<\/tr>\n
Life & Annuities Claim-it Notifications Received<\/td>\nThe total number of appetite-matching Life and Annuities Claim-it Notifications delivered to your agency.<\/td>\n<\/tr>\n
Personal Lines Referrals Claimed<\/td>\nThe number of appetite-matching Claim-it opportunities claimed.<\/td>\n<\/tr>\n
Commercial Lines Referrals Claimed<\/td>\nThe number of appetite-matching Claim-it opportunities claimed.<\/td>\n<\/tr>\n
Life & Annuities Referrals Claimed<\/td>\nThe number of appetite-matching Claim-it opportunities claimed.<\/td>\n<\/tr>\n
Personal Lines Consumer Choice Referrals Received<\/td>\nThe number of Personal Line shoppers who have chosen your agency through the TrustedChoice.com.<\/td>\n<\/tr>\n
Commercial Lines Consumer Choice Referrals Received<\/td>\nThis represents the count of Commercial Line shoppers who have chosen your agency through the TrustedChoice.com.<\/td>\n<\/tr>\n
Life & Annuities Consumer Choice Referrals Received<\/td>\nThis represents the count of Life and Annuity shoppers who have chosen your agency through the TrustedChoice.com.<\/td>\n<\/tr>\n
Your Value Received<\/td>\nThe estimated value of appetite-matching, high-intent referrals sent to your agency by TrustedChoice.com. The value is based on:<\/p>\n
    \n
  • The number of Consumer Choice referrals<\/li>\n
  • Total Claim-it notifications sent to your agency<\/li>\n
  • Number of actual referral claims<\/li>\n
  • Value of additional subscription features, including Claim-it<\/li>\n
  • Etc.<\/li>\n<\/ul>\n<\/td>\n<\/tr>\n
Your ROI<\/td>\nThe ROI (Return on Investment) for your agency measures how much benefit you get from its profile, compared to how much you pay for your Advantage subscription as part of its total package cost.<\/td>\n<\/tr>\n
Your Score<\/td>\nThe Advantage Score of your agency is calculated by comparing the Value ROI it receives with the cost of your subscription.<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

 <\/p>\n

Profile Optimization<\/h2>\n

In this section, we look at your agency’s profile and score it based on how customized it is. Taking time to personalize your profile greatly influences how potential customers and search engines view your agency. \"\" Your rating is based, in part, on the presence of these features on your profile:<\/p>\n