{"id":251881,"date":"2023-09-06T21:33:39","date_gmt":"2023-09-06T21:33:39","guid":{"rendered":"https:\/\/www.staging.trustedchoice.cloud\/advantage\/?p=251881"},"modified":"2025-12-29T16:11:39","modified_gmt":"2025-12-29T22:11:39","slug":"advantage-get-started-guide","status":"publish","type":"post","link":"https:\/\/www.staging.trustedchoice.cloud\/advantage\/help\/advantage-get-started-guide\/","title":{"rendered":"Momentum Edge Get Started Guide"},"content":{"rendered":"

In this guide:<\/strong><\/p>\n

Signing in<\/a>
\nBasic Info<\/a>
\nPersonal Lines Settings<\/a>
\nCommercial Lines Settings<\/a>
\nAdditional Information<\/a>
\nTeam Members<\/a>
\nRatings and Reviews<\/a>
\nManage Notifications<\/a>
\nPayment Information<\/a><\/p>\n

<\/a>How to Sign In<\/h2>\n

Follow these steps to get signed in to your dashboard so that you can manage your profile.<\/p>\n

First-time sign in<\/h3>\n

You should have received an email from us asking you to confirm your email address after your account was created. Here\u2019s what you do next:<\/p>\n

    \n
  1. Open the email that was sent to you (check your spam if you did not receive it)<\/li>\n
  2. Click the \u201cConfirm Email\u201d button<\/li>\n
  3. You will be taken to a page asking you to set your password<\/li>\n
  4. Enter a password that is at least 8 characters long<\/li>\n
  5. Press the \u201cCreate Password\u201d button and you\u2019ll be logged in to your Agency Dashboard.<\/li>\n
  6. Don\u2019t forget to bookmark your Agency Dashboard for quick access later (you will be automatically logged in next time you visit unless you choose to sign out)<\/li>\n<\/ol>\n

    If you don\u2019t have the email that was sent to you, contact us<\/a>.<\/p>\n

    Forgot your password?<\/h3>\n

    There are a couple of ways to reset your password.<\/p>\n

    Option 1: Reset it yourself from the sign-in screen<\/strong><\/h4>\n
      \n
    1. Enter your email address<\/li>\n
    2. On the next screen, click the \u201cI forgot my password\u201d link<\/li>\n
    3. Click the \u201cSend Reset Password\u201d button on the next screen<\/li>\n
    4. An email will be sent to you with instructions on how to reset your password. If you did not receive the email, check your spam folder first. Then, open the email, click the \u201cReset Password\u201d button and then enter a new password on the page that comes up.<\/li>\n<\/ol>\n

      Option 2: Ask your account administrator to reset it for you<\/strong><\/h4>\n
        \n
      1. Your account administrator can reset your password from your user profile within the Agency Dashboard<\/li>\n
      2. You will receive an email with instructions on how to reset your password. If you did not receive the email, check your spam folder first. Then, open the email, click the \u201cReset Password\u201d button and then enter a new password on the page that comes up.<\/li>\n<\/ol>\n

        Option 3: Let us help!<\/strong><\/h4>\n

        We are happy to reset your password for you or help if you are unsure which email you should sign in with. You can reach our Client Success team here<\/a>.<\/p>\n

        <\/a>Manage Your Profile: Basic Info<\/h2>\n

        The\u00a0Basic Info<\/em> tab in the Agency Profile section of your Momentum Edge account contains core information about your agency. This information controls what is shown to consumers on your agency profile so it is important to make sure it is accurate and attractive to potential insurance buyers.<\/p>\n

          \n
        1. Press the Edit Agency Profile<\/em> button.<\/strong> This puts your profile in edit mode. Now you can edit and fill out the fields.<\/li>\n
        2. Review and complete the fields on the page.<\/strong>\u00a0Review and complete all the fields. While not everything is required, we strongly recommend that you complete as much as possible to ensure you have a strong online profile.<\/li>\n
        3. Save your changes<\/strong><\/li>\n<\/ol>\n

          Here\u2019s a few important tips:<\/p>\n

          Pay Attention to Your Profile Image<\/h4>\n

          The quality of your agency\u2019s profile image can have a significant impact on whether or not a consumer chooses to contact your agency. We\u2019ve found that agencies that use a photo of a person tend to get more traffic than those who use a picture of their company logo or a picture of their building because it makes your agency more relatable and real. Simply click the\u00a0Change Image<\/em>\u2026 button to upload your image.<\/p>\n

          Verify Map Location<\/h4>\n

          An accurate location is important when calculating distance from your agency to potential consumers. Be sure to press this button to see where your agency is located on the map. If the pin is in the wrong place, simply drag it to the correct location. Press the\u00a0Set Location<\/em>\u00a0button when you\u2019re done.<\/p>\n

          Public Phone Number\/Call Tracking Number<\/h4>\n

          Your agency profile is assigned a unique call tracking number linked to the agency phone number you enter in this field. The call tracking number is displayed to the consumer and helps us report back to you how many referrals are calling you through your agency profile. When filling out this field we recommend using a producer\u2019s phone number to ensure that consumers connect with a real person when they call instead of a phone tree.<\/p>\n

          Insurance Lines of Business Offered<\/h4>\n

          This is where you indicate the lines of business your agency offers. This directly affects the types of insurance shoppers that are directed to your agency. You can further indicate specific lines of business offered (Auto, General Liability, etc.) on the corresponding\u00a0Personal Lines<\/em>\u00a0and\u00a0Commercial Lines<\/em>\u00a0tabs.<\/p>\n

          Agency Contact Email<\/h4>\n

          This is where you tell us who should get all referral emails sent to your agency. Be sure this is someone who can respond in a timely manner to every request that comes through. The quicker your response time, the less likely the consumer will be to contact another agency.<\/p>\n

          About Us Statement<\/h4>\n

          This is a short paragraph about your agency that appears on your profile. It\u2019s your chance to explain insurance shoppers why they should do business with you. This is a great place to mention your specialties and niche markets.<\/p>\n

          Office Hours (exclusively for paid subscribers)<\/h4>\n

          This lets visitors to your profile know when they can get in touch with you. Use the drop-down boxes to indicate your open and close times. Check the Closed checkbox to indicate that you are not open that entire day. Check the\u00a0After-hours<\/em>\u00a0calls<\/em>\u00a0checkbox to indicate that you have an answering service available to take calls outside of normal business hours.<\/p>\n

          Agency Differentiators section (exclusively for paid subscribers)<\/h4>\n

          Here you can call out additional aspects of your agency, such as years in business, states represented and special offerings such as bi-lingual staff, online services, and more.<\/p>\n

          Public Profile URL (exclusively for paid subscribers)<\/h4>\n

          Swap your basic agency profile URL for a web address that complements your brand. Just click the \u201cPersonalize your URL\u201d button to enter your custom web address. When creating your URL, follow these best practices:<\/p>\n