{"id":251745,"date":"2023-08-16T17:36:48","date_gmt":"2023-08-16T17:36:48","guid":{"rendered":"https:\/\/www.staging.trustedchoice.cloud\/advantage\/?p=251745"},"modified":"2026-03-31T14:46:30","modified_gmt":"2026-03-31T19:46:30","slug":"set-up-trustedchoice-com-insurance-referrals-agencyzoom-integration","status":"publish","type":"post","link":"https:\/\/www.staging.trustedchoice.cloud\/advantage\/help\/set-up-trustedchoice-com-insurance-referrals-agencyzoom-integration\/","title":{"rendered":"Manage Your TrustedChoice.com Referrals with AgencyZoom"},"content":{"rendered":"<p>We <a href=\"https:\/\/www.staging.trustedchoice.cloud\/advantage\/vertafore-agencyzoom-partnership\/\" target=\"_blank\" rel=\"noopener\">partnered with Vertafore\u00ae<\/a> to make high-intent, appetite-matching, local insurance referrals more accessible to independent agents. Through AgencyZoom\u2122\ufe0f, Vertafore\u2019s cloud-based sales automation platform, agents can now access their Momentum Edge referrals in one place, allowing them to easily manage insurance prospects and sell more business.<\/p>\n<p>Read on to learn how you can easily integrate Momentum Edge referrals into AgencyZoom.<\/p>\n<h2>How to Integrate Momentum Edge Referrals into AgencyZoom<\/h2>\n<p>With just a few simple steps, you can start managing your Momentum Edge referrals directly within AgencyZoom. These steps apply to agencies receiving Claim-it Referrals, Consumer Choice Referrals, or Premium Choice Referrals through the <a href=\"https:\/\/www.staging.trustedchoice.cloud\/advantage\/help\/what-is-edge-professional\/\">Edge Professional<\/a> or <a href=\"https:\/\/www.staging.trustedchoice.cloud\/advantage\/help\/what-is-edge-producer\/\">Edge Producer<\/a> subscription. Here\u2019s how to get started.<\/p>\n<p>Here\u2019s how to get started.<\/p>\n<p><strong>Step 1:<\/strong> In AgencyZoom, select the <strong>gear icon <\/strong>then\u00a0select <strong>Integration<\/strong>.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-253713 aligncenter\" src=\"https:\/\/www.staging.trustedchoice.cloud\/advantage\/wp-content\/uploads\/2023\/08\/az-screen-shot-1.png\" alt=\"AgencyZoom integration with Momentum Edge\" width=\"378\" height=\"492\" srcset=\"https:\/\/www.staging.trustedchoice.cloud\/advantage\/wp-content\/uploads\/2023\/08\/az-screen-shot-1.png 378w, https:\/\/www.staging.trustedchoice.cloud\/advantage\/wp-content\/uploads\/2023\/08\/az-screen-shot-1-230x300.png 230w\" sizes=\"auto, (max-width: 378px) 100vw, 378px\" \/><\/p>\n<p><strong>Step 2:<\/strong> You will be led to AgencyZoom\u2019s App Marketplace where you will select <strong>Web Lead Integration<\/strong>.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-253714 aligncenter\" src=\"https:\/\/www.staging.trustedchoice.cloud\/advantage\/wp-content\/uploads\/2023\/08\/az-screen-shot-2.png\" alt=\"AgencyZoom integration with Momentum Edge\" width=\"624\" height=\"176\" srcset=\"https:\/\/www.staging.trustedchoice.cloud\/advantage\/wp-content\/uploads\/2023\/08\/az-screen-shot-2.png 624w, https:\/\/www.staging.trustedchoice.cloud\/advantage\/wp-content\/uploads\/2023\/08\/az-screen-shot-2-480x135.png 480w\" sizes=\"auto, (min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) 624px, 100vw\" \/><\/p>\n<p><strong>Step 3:<\/strong> On the top right of your screen, select <strong>+ Web Lead Integration<\/strong>. Next, choose which referral type you would like sent to AgencyZoom.<\/p>\n<p><em><strong>NOTE:<\/strong> For each referral type you want to integrate, you will need to repeat <strong>steps 3-9.<\/strong><\/em><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\" wp-image-253715 aligncenter\" src=\"https:\/\/www.staging.trustedchoice.cloud\/advantage\/wp-content\/uploads\/2023\/08\/az-screen-shot3.png\" alt=\"AgencyZoom integration with Momentum Edge\" width=\"647\" height=\"28\" srcset=\"https:\/\/www.staging.trustedchoice.cloud\/advantage\/wp-content\/uploads\/2023\/08\/az-screen-shot3.png 647w, https:\/\/www.staging.trustedchoice.cloud\/advantage\/wp-content\/uploads\/2023\/08\/az-screen-shot3-480x21.png 480w\" sizes=\"auto, (min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) 647px, 100vw\" \/><\/p>\n<p><strong>Step 4: <\/strong>Click the + <strong>Web Lead Integration<\/strong> button, then Select a Web Lead Vendor. Scroll down and choose from the type of referral you\u2019ll want to be sent to your AgencyZoom account. You\u2019ll have to do one at a time depending on your needs. Click <strong>Next<\/strong>.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-253716 aligncenter\" src=\"https:\/\/www.staging.trustedchoice.cloud\/advantage\/wp-content\/uploads\/2023\/08\/az-screen-shot4.png\" alt=\"AgencyZoom integration with Momentum Edge\" width=\"624\" height=\"179\" srcset=\"https:\/\/www.staging.trustedchoice.cloud\/advantage\/wp-content\/uploads\/2023\/08\/az-screen-shot4.png 624w, https:\/\/www.staging.trustedchoice.cloud\/advantage\/wp-content\/uploads\/2023\/08\/az-screen-shot4-480x138.png 480w\" sizes=\"auto, (min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) 624px, 100vw\" \/><\/p>\n<p><strong>Step 5:<\/strong> For your lead source, <strong>select Momentum Edge<\/strong> from the dropdown menu.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-253717 aligncenter\" src=\"https:\/\/www.staging.trustedchoice.cloud\/advantage\/wp-content\/uploads\/2023\/08\/az-screen-shot5.png\" alt=\"AgencyZoom integration with Momentum Edge\" width=\"519\" height=\"314\" srcset=\"https:\/\/www.staging.trustedchoice.cloud\/advantage\/wp-content\/uploads\/2023\/08\/az-screen-shot5.png 519w, https:\/\/www.staging.trustedchoice.cloud\/advantage\/wp-content\/uploads\/2023\/08\/az-screen-shot5-480x290.png 480w\" sizes=\"auto, (min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) 519px, 100vw\" \/><\/p>\n<p><strong>Step 6:<\/strong> Follow the steps in the wizard through to <strong>Finish<\/strong>, then click <strong>Back to Web Lead Integrations<\/strong>.<\/p>\n<p><strong>Step 7:<\/strong> For every Momentum Edge referral type you choose to set up, you will see an integration. Make sure to <strong>copy the \u2018Webhook\u2019 URL<\/strong> for each\u2014you will save these in your Momentum Edge Agent Portal.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-253718 aligncenter\" src=\"https:\/\/www.staging.trustedchoice.cloud\/advantage\/wp-content\/uploads\/2023\/08\/az-screen-shot6.png\" alt=\"AgencyZoom integration with Momentum Edge\" width=\"624\" height=\"361\" srcset=\"https:\/\/www.staging.trustedchoice.cloud\/advantage\/wp-content\/uploads\/2023\/08\/az-screen-shot6.png 624w, https:\/\/www.staging.trustedchoice.cloud\/advantage\/wp-content\/uploads\/2023\/08\/az-screen-shot6-480x278.png 480w\" sizes=\"auto, (min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) 624px, 100vw\" \/><\/p>\n<h2>Integrate Your Momentum Edge Agent Portal into AgencyZoom<\/h2>\n<p><strong>Step 8:<\/strong> Log into your <a href=\"https:\/\/iw.trustedchoice.com\/login\/\" target=\"_blank\" rel=\"noopener\">Agent Portal<\/a>. Click the <strong>Referrals<\/strong> drop down then select <strong>Integrations<\/strong>.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-253719 aligncenter\" src=\"https:\/\/www.staging.trustedchoice.cloud\/advantage\/wp-content\/uploads\/2023\/08\/az-screen-shot7.png\" alt=\"AgencyZoom integration with Momentum Edge\" width=\"624\" height=\"131\" srcset=\"https:\/\/www.staging.trustedchoice.cloud\/advantage\/wp-content\/uploads\/2023\/08\/az-screen-shot7.png 624w, https:\/\/www.staging.trustedchoice.cloud\/advantage\/wp-content\/uploads\/2023\/08\/az-screen-shot7-480x101.png 480w\" sizes=\"auto, (min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) 624px, 100vw\" \/><\/p>\n<p><strong>Step 9:<\/strong> Paste in the <strong>\u2018Webhook\u2019 URLs<\/strong> (Step 6) that you created in AgencyZoom into the appropriate field. Then click <strong>Save<\/strong>.<\/p>\n<p><em><strong>Example:<\/strong> If you created a webhook for commercial Premium Choice Referrals, past the URL into the first box listed as \u201cPremium Choice &#8211; Commercial.\u201d<\/em><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-253720 aligncenter\" src=\"https:\/\/www.staging.trustedchoice.cloud\/advantage\/wp-content\/uploads\/2023\/08\/az-screen-shot8.png\" alt=\"AgencyZoom integration with Momentum Edge\" width=\"624\" height=\"520\" srcset=\"https:\/\/www.staging.trustedchoice.cloud\/advantage\/wp-content\/uploads\/2023\/08\/az-screen-shot8.png 624w, https:\/\/www.staging.trustedchoice.cloud\/advantage\/wp-content\/uploads\/2023\/08\/az-screen-shot8-480x400.png 480w\" sizes=\"auto, (min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) 624px, 100vw\" \/><\/p>\n<p>&nbsp;<\/p>\n<p><strong>Step 10:<\/strong> Your Momentum Edge referrals will flow into AgencyZoom in the appropriate pipeline. To see your referrals, go back to AgencyZoom and select <strong>Pipeline<\/strong> (third icon beneath the &#8220;+&#8221;) in the left sidebar. Next, select the referral you would like to view and click <strong>Activities<\/strong> to see the full import of your Momentum Edge referral information.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-253721 aligncenter\" src=\"https:\/\/www.staging.trustedchoice.cloud\/advantage\/wp-content\/uploads\/2023\/08\/az-screen-shot9.png\" alt=\"AgencyZoom integration with Momentum Edge\" width=\"624\" height=\"305\" srcset=\"https:\/\/www.staging.trustedchoice.cloud\/advantage\/wp-content\/uploads\/2023\/08\/az-screen-shot9.png 624w, https:\/\/www.staging.trustedchoice.cloud\/advantage\/wp-content\/uploads\/2023\/08\/az-screen-shot9-480x235.png 480w\" sizes=\"auto, (min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) 624px, 100vw\" \/><\/p>\n<p>With this integration, independent agents can more easily see, manage, and contact their Momentum Edge referrals from a single platform without needing to log into their account. If you&#8217;re not receiving Momentum Edge referrals, <a href=\"https:\/\/www.staging.trustedchoice.cloud\/advantage\/agents-buy-now\/\">see our Edge subscription options<\/a>\u00a0or <a href=\"https:\/\/www.staging.trustedchoice.cloud\/advantage\/agents-demo\/\">speak with an account executive<\/a> to get started.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Now, independent agents can see and manage all their TrustedChoice.com insurance referrals in one place with AgencyZoom. Here&#8217;s how.<\/p>\n","protected":false},"author":16,"featured_media":251754,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_et_pb_use_builder":"","_et_pb_old_content":"","_et_gb_content_width":"","footnotes":""},"categories":[23,218],"tags":[],"class_list":["post-251745","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-help","category-integrations"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.3 (Yoast SEO v27.4) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Manage Your TrustedChoice.com Referrals with AgencyZoom<\/title>\n<meta name=\"description\" content=\"Now, independent agents can see and manage all their TrustedChoice.com insurance referrals in one place with AgencyZoom. Here&#039;s how.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.trustedchoice.com\/advantage\/help\/set-up-trustedchoice-com-insurance-referrals-agencyzoom-integration\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Manage Your TrustedChoice.com Referrals with AgencyZoom\" \/>\n<meta property=\"og:description\" content=\"Now, independent agents can see and manage all their TrustedChoice.com insurance referrals in one place with AgencyZoom. 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