{"id":253336,"date":"2025-11-19T09:08:41","date_gmt":"2025-11-19T15:08:41","guid":{"rendered":"https:\/\/www.staging.trustedchoice.cloud\/advantage\/?p=253336"},"modified":"2025-11-19T09:11:56","modified_gmt":"2025-11-19T15:11:56","slug":"consumer-choice-referral-confirmation-flow","status":"publish","type":"post","link":"https:\/\/www.staging.trustedchoice.cloud\/advantage\/help\/consumer-choice-referral-confirmation-flow\/","title":{"rendered":"Understanding the Consumer Choice Referral (CCR) Confirmation Flow"},"content":{"rendered":"

When a consumer selects your <\/span>Advantage Professional<\/b> agency on TrustedChoice.com, you\u2019ll now receive a <\/span>real-time request to confirm the referral<\/b>. This step helps ensure consumers connect quickly with an available agent, while giving your agency more transparency, control, and priority access to high-intent opportunities.<\/span><\/p>\n

To make the most of this feature, ensure you have <\/span>email and SMS notifications enabled <\/span>so you can confirm referrals quickly.<\/span><\/p>\n

Why This Feature Matters<\/h2>\n

1. Real-Time Notifications<\/strong><\/h3>\n

You\u2019ll know the moment a consumer chooses your agency \u2014 no delays, no wondering, no missed chances. These instant alerts help you respond while the shopper is still actively looking for help.<\/p>\n

2. Priority, Confirmed Connections<\/strong><\/h3>\n

A quick confirmation secures your spot with that consumer. They picked you<\/em>, and your confirmation tells them you\u2019re ready right now. This creates a smoother, more confident experience for the shopper and gives your agency a competitive advantage.<\/p>\n

3. Faster, High-Intent Conversations<\/strong><\/h3>\n

Confirmed CCRs include a unique phone number and PIN, giving you a simple way to verify the call and track your outcomes. This means you can move from notification to conversation faster \u2014 and with stronger confidence in the consumer\u2019s intent.<\/p>\n

4. Time-Limited Access (30 Minutes)<\/strong><\/h3>\n

Each referral is held for you for 30 minutes. If you\u2019re not available, it automatically moves to another agent so the consumer gets timely help. When you are<\/em> available, your fast response keeps you in front of serious shoppers.<\/p>\n

5. More Control & Transparency<\/strong><\/h3>\n

You get to choose which CCRs you accept based on appetite, workload, or timing. This helps your team stay focused on the opportunities that fit best, reducing noise and giving you clearer insight into each interaction.<\/p>\n

6. Advantage Professional Priority<\/strong><\/h3>\n

CCR confirmations are an exclusive benefit for Advantage Professional subscribers, giving your agency early access to high-intent opportunities that aren\u2019t available to other tiers.<\/p>\n

How the CCR Confirmation Flow Works<\/h2>\n

1. The consumer selects your agency<\/h3>\n

They complete the Consumer Funnel and choose your agency from their matched results.<\/span><\/p>\n

\"\"<\/p>\n

After the consumer clicks \u201cSelect Agency\u201d on an Advantage Professional profile<\/em>
\n<\/b><\/p>\n

2. You receive a CCR confirmation alert<\/h3>\n

Within seconds, you\u2019ll receive a <\/span>confirmation request<\/b> by email and\/or SMS. The consumer receives a parallel \u201cYour request has been delivered\u201d email as well.<\/span><\/p>\n

\"\"<\/p>\n

Example of an agency CCR notification email<\/em><\/b><\/p>\n

3. Confirm or Decline the Referral<\/h3>\n

Click <\/span>\u201cYes \u2013 I Want This Referral\u201d<\/b> in the email (or tap the SMS link) to confirm.<\/span><\/p>\n

4. After You Confirm<\/h3>\n

You\u2019ll see a confirmation screen and receive an email containing:<\/span><\/p>\n

    \n
  • The consumer\u2019s risk and personal information<\/span><\/li>\n
  • A unique phone number + PIN to be transferred to your referral<\/span><\/li>\n
  • A direct link to update the referral status in the agency portal<\/span><\/li>\n<\/ul>\n

    The consumer is also notified that your agency will contact them shortly.<\/span><\/p>\n

    5. If Not Confirmed in Time<\/h3>\n

    If you don\u2019t respond within <\/span>30 minutes, t<\/b>he CCR is released to another available agent.<\/p>\n

    Where to Find Your Confirmed CCRs<\/h2>\n

    In the Agency Portal<\/h3>\n

    Log in to your Agency portal and navigate to\u00a0Acquired Referrals \u2192 Tagged \u201cConsumer Choice Referral\u201d<\/b><\/p>\n

    In Momentum AMS<\/h3>\n

    If you are a Momentum AMS customer you will also find your confirmed Consumer Choice Referrals by navigating to\u00a0Prospects\/Leads \u2192 Tagged \u201cEdge-CCR\u201d<\/b><\/p>\n

    Agency Best Practices<\/h2>\n
      \n
    • Act quickly<\/strong> \u2014 confirmation speed improves your success rate.<\/span><\/li>\n
    • Enable SMS notifications<\/strong> for the fastest response time.<\/span><\/li>\n
    • Follow up immediately<\/strong> after confirmation to maximize conversion.<\/span><\/li>\n
    • Use \u201cUpdate Referral Status<\/strong>\u201d to help improve future matches.<\/span><\/li>\n<\/ul>\n

      Frequently Asked Questions<\/h2>\n

      Q: What happens if I miss the 30-minute window?<\/h3>\n

      The referral is released to another agent to maintain a seamless consumer experience.<\/span><\/p>\n

      Q: Where do confirmed CCRs appear?<\/h3>\n

      In your Agency Portal under <\/span>Acquired Referrals<\/b>, tagged \u201cConsumer Choice Referral.\u201d<\/span><\/p>\n

      Q: Will CCRs flow into Momentum AMS?<\/h3>\n

      Yes \u2014 confirmed CCRs appear under <\/span>Prospects\/Leads<\/b>, tagged <\/span>Edge-CCR<\/b>.<\/span><\/p>\n

      Q: Can I update my appetite to improve matches?<\/h3>\n

      Yes \u2014 update your appetite settings anytime in the Agency Portal.<\/span><\/p>\n

      Q: Why do I receive a phone number + PIN instead of the consumer\u2019s real phone number?<\/h3>\n

      We provide a unique Call Tracking Number (phone number + PIN) so your we can verify and track each CCR call. This ensures accuracy, helps measure lead quality, and protects both the consumer\u2019s information and your reporting. The consumer\u2019s actual phone number will appear in your Agency Portal once the referral is confirmed, giving you direct access for follow\u2011up and outreach.<\/span><\/p>\n","protected":false},"excerpt":{"rendered":"

      Advantage Professional agencies now receive real-time confirmation requests when a consumer selects them, giving you faster connections, more control, and priority access to high-intent opportunities.<\/p>\n","protected":false},"author":3,"featured_media":253342,"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],"tags":[],"class_list":["post-253336","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-help"],"acf":[],"yoast_head":"\nUnderstanding the Consumer Choice Referral (CCR) Confirmation Flow - Momentum Edge<\/title>\n<meta name=\"description\" content=\"Advantage Professional agencies now receive real-time confirmation requests when a consumer selects them.\" \/>\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\/consumer-choice-referral-confirmation-flow\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Understanding the Consumer Choice Referral (CCR) Confirmation Flow\" \/>\n<meta property=\"og:description\" content=\"Advantage Professional agencies now receive real-time confirmation requests when a consumer selects them.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.trustedchoice.com\/advantage\/help\/consumer-choice-referral-confirmation-flow\/\" \/>\n<meta property=\"og:site_name\" content=\"Momentum Edge\" \/>\n<meta property=\"article:published_time\" content=\"2025-11-19T15:08:41+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2025-11-19T15:11:56+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.trustedchoice.com\/advantage\/wp-content\/uploads\/2025\/11\/consumer-confirm-modal-600w.png\" \/>\n\t<meta property=\"og:image:width\" content=\"600\" \/>\n\t<meta property=\"og:image:height\" content=\"374\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/png\" \/>\n<meta name=\"author\" content=\"Jenn Haack\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Jenn Haack\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"4 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\\\/\\\/www.trustedchoice.com\\\/advantage\\\/help\\\/consumer-choice-referral-confirmation-flow\\\/#article\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/www.trustedchoice.com\\\/advantage\\\/help\\\/consumer-choice-referral-confirmation-flow\\\/\"},\"author\":{\"name\":\"Jenn Haack\",\"@id\":\"https:\\\/\\\/www.trustedchoice.com\\\/advantage\\\/#\\\/schema\\\/person\\\/a31b5ade89f046e1f8e083887c44e323\"},\"headline\":\"Understanding the Consumer Choice Referral (CCR) Confirmation Flow\",\"datePublished\":\"2025-11-19T15:08:41+00:00\",\"dateModified\":\"2025-11-19T15:11:56+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\\\/\\\/www.trustedchoice.com\\\/advantage\\\/help\\\/consumer-choice-referral-confirmation-flow\\\/\"},\"wordCount\":724,\"publisher\":{\"@id\":\"https:\\\/\\\/www.trustedchoice.com\\\/advantage\\\/#organization\"},\"image\":{\"@id\":\"https:\\\/\\\/www.trustedchoice.com\\\/advantage\\\/help\\\/consumer-choice-referral-confirmation-flow\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/www.staging.trustedchoice.cloud\\\/advantage\\\/wp-content\\\/uploads\\\/2025\\\/11\\\/consumer-confirm-modal-600w.png\",\"articleSection\":[\"Help Topics\"],\"inLanguage\":\"en-US\"},{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/www.trustedchoice.com\\\/advantage\\\/help\\\/consumer-choice-referral-confirmation-flow\\\/\",\"url\":\"https:\\\/\\\/www.trustedchoice.com\\\/advantage\\\/help\\\/consumer-choice-referral-confirmation-flow\\\/\",\"name\":\"Understanding the Consumer Choice Referral (CCR) Confirmation Flow - 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