Agency Success Stories

This is why we do what we do!

Independent insurance agents who are Advantage subscribers are getting results. Hear from real agents, sharing real success stories about why they never compete without an Advantage!

January 15, 2019

Mark Rogina: Wirtz Insurance Agency, Illinois

"We’ve written 15 or 20 accounts from referrals in the first year. One recent account premium was $28,000, so overall the service easily pays for itself. My favorite thing about is that it runs in the background, so I don’t need to put extra time and effort into managing it." Wirtz Insurance reports working primarily with Zurich, RT Specialty and RPS insurance companies.

January 15, 2019

Margaret Galewski: Galezano Insurance, Florida

"We’re have especially good success with commercial referrals, and we’re just about to close one for $15,000 in premium. is the front runner of our marketing program, which is why I’ve already referred to other independent agents. It brings in added value to our agency, hands down." Galezano Insurance reports writing business through Travelers, The Hartford, Olympus, United Property & Casualty and Federated National.

January 15, 2019

Edward Santos: Partners Agency & Associates, New Jersey

"On average, we receive 3 to 5 referrals a month from The largest account we’ve written to date was for an annual premium of $20,000, so the return on investment has been fabulous. I would absolutely recommend to other agents." Partners Agency & Associates cites writing policies with Progressive, Travelers, MetLife and Plymouth Rock.

January 12, 2019

Michael Rice: Karcher Agency, Michigan

"We write personal lines and commercial lines, and the written premiums from referrals have ranged from $1,000 to $25,000. I would absolutely recommend The program easily pays for the annual subscription and with the benefit of national branding, why not take advantage and get referrals?" Karcher Agency names Auto Owners, Citizen, Safeco and Frankenmuth as its primary insurance company partners.

January 10, 2019

Shane Burns: Burns Family Insurance Agency, Indiana

"Last year alone I wrote $60,000 in premiums through referrals. I can’t think of another lead source that we’ve invested in that gives us a better return. I definitely recommend to any independent agent. With the return on investment, it’d be silly not to partner with them." The Burns Family Insurance notes writing business with Liberty Mutual, Indiana Farmers, Grange and Nationwide.

January 10, 2019

John Dark: Dark Insurance Agency, Alabama

"Of the referrals we get from, we easily write about half the accounts. With premiums ranging from $2,000 to $20,000, our investment in the program easily pays for itself. I would absolutely recommend every Trusted Choice agent take advantage of the program, if they want to grow—it’s been a diamond in our crown." The Dark Insurance Agency reports writing business with the following insurance companies: Cincinnati, Auto Owners, Frankenmuth, The Hartford, Travelers, Penn National, EMC and Columbia.

January 9, 2019

Terry Laginess: Laginess Insurance Agency, Michigan

"With, we have a decent batting average writing new accounts to include small businesses and personal lines. The return on investment with is that they really help you grow your business—one recent account was a $6,500 premium. And I would recommend to other agents but I don’t really want anyone to know about it…because I want all the leads for myself!" Terry adds his agency writes business with Auto Owners, The Hartford and Progressive insurance companies.

January 3, 2019

Robert Macoviak: Oyer, Macoviak and Associates, Florida

“ is a great lead source for us. I’d highly recommend it because it gives agents an opportunity to speak to people actually looking for their advice. A majority of our referrals from are accounts with premiums ranging from $2,500 to $5,000, and our largest written premium to date was $15,000." Macoviak and Associates reports writing business with Travelers, Progressive and CNA.

January 3, 2019

Robert Macoviak: Oyer, Macoviak and Associates, Florida

“ is a great lead source for us. I’d highly recommend it because it gives agents an opportunity to speak to people actually looking for their advice. A majority of our referrals from are accounts with premiums ranging from $2,500 to $5,000, and our largest written premium to date was $15,000." Macoviak and Associates reports writing business with Travelers, Progressive and CNA.

December 20, 2018

Barbara Walker: Hartland Insurance Agency, Michigan

“We get both personal lines and commercial lines referrals from and we’ve written some nice accounts from it. We’ve been with from the start because it’s another place that people can find you. And as more agents use the service, we have even more leads coming through the independent insurance agency system." The Hartland Insurance Agency typically places referrals from with Foremost and Central Insurance companies.

December 20, 2018

Tom Rothwell: Insurance Advisors of St. Louis, Missouri

“With, most recently we wrote an auto policy for $5,400 in annual premium, a package policy with Secura for $4,400 and a standalone earthquake policy, which is great because it gets our foot in the door. The return on investment for us is fantastic. We consider leads the highest quality leads and we really appreciate the contacts. I would absolutely recommend it, it’s the best thing we’ve done. And it’s good to be part of the Trusted Choice organization because it’s the right thing to do." Insurance Advisors of St. Louis cites writing business with Safeco, Secura, Travelers, Hartford, Cincinnati and State Auto.

December 20, 2018

Kerby Woodard: Querbes & Nelson, Louisiana

“We’ve written a total of eight policies from referrals, with an average premium of $1,800. I would definitely recommend You can join for very little investment to get your name out there, so it’s crazy to not take advantage." Querbes & Nelson writes business with Foremost, Safeco and Hanover and MetLife, to name a few.

December 19, 2018

Aaron Roberts: Del Mar Agency, Texas

“We’ve written a mix of accounts through, including home, auto and artisan policies with annual premiums ranging from $2,000 to $4,000, on average. I would recommend because the price is so reasonable. It only takes one or two sales to cover your costs, so the ROI is very good—and it’s way better than any other service out there." The Del Mar Agency shares that is has placed personal lines accounts with Travelers, ASI Lloyds and Progressive, and commercial business with Markel and Atlantic Casualty.

December 19, 2018

Matthew Chrupcala: Optisure Risk Partners, Florida

“We’ve had success with referrals, from homeowners to small business accounts. Our specialty is trucking, and our largest premium earned writing a commercial truck account was $14,000 in annual premium. We are pleased with the return on our investment, not to mention our ability to build our reputation in offering advisory services." The agency’s insurance company partners include Liberty Mutual, AmTrust, Travelers, Hartford, Progressive, Foremost and Affinity.

December 19, 2018

Debbie & Harold Bjella: Bjella Insurance, Texas

“We’ve written a variety of personal and commercial lines policies over the last two years. Honestly, it’s the best return on investment from any other marketing source we’ve used. It’s really a no brainer: You list, you get referrals, you write business, so it definitely works for us." In addition to partnering with a few wholesale brokerage firms, Bjella writes its personal lines business with Progressive, Foremost and Wellington.

December 18, 2018

Daniel LeClair: Heacock Insurance Group, Florida

“For us, the program works well. I would recommend to other agents. The Heacock insurance agency specializes in manufactured home insurance and have set their appetite on accordingly which has been very successful." The Heacock Insurance Group’s insurance company partners include Foremost, American Traditions, Florida Specialty, Lloyds of London, Tower Hill, Gulf Stream, Nationwide and Auto Owners, to name a few.

December 17, 2018

Buster Constanzi: Buster Constanzi Insurance, Louisiana

“We have had very good response from referrals. We’ve found the return on investment is well it worth it because it gives us access to more customers. I would most definitely recommend" Buster Constanzi Insurance reports writing business with Allrisks, CAPCO, Burns & Wilcox and Liberty Mutual.

December 14, 2018

John Guadagno: EHarbor Group Inc, New York

“I think we’ve found a half dozen accounts from, but we bound our largest account just last month. It was an E&S placement with a $140,000 premium. As a startup agency, getting your initial prospecting flow and first accounts is critical, and we’ve had good success in generating income. In the first few months, we easily booked $20,000 in commission, income we wouldn’t have had if we weren’t engaged in the program. I would absolutely recommend" EHarbor Group reports writing business with Travelers, Hartford, Safeco, AmWINS, CRC, RPS, and RT Specialty.

December 14, 2018

John Linemeyer: Complete Insurance Services, Michigan

“We’re working on our internet presence and really helps put us on the top for people seeking insurance in our area. We get about one or two referrals a week, and I’d highly recommend it, especially to small- to medium-size agencies. Trusted Choice is getting our brand out there, and the more we can elevate our brand, the better we all do. Insurance company partners include Auto Owners, Foremost, Safeco, Liberty Mutual and Progressive."

December 13, 2018

Sarah Collier: US Select Insurance, Mississippi

“We get quite a few leads on a monthly basis from We’ve written policies for everything from personal home and auto to commercial accounts. Just recently we wrote a general contractor account for general liability, workers’ comp and property with a total premium of $7,600. I would absolutely recommend, especially to new agents. It’s like our business never stops and it keeps us steady. And with word of mouth, referrals continue to spread. US Select’s insurance company partners include Scottsdale, Evanston and Zurich, to name a few."

December 7, 2018

John Brittain: Brittain Insurance, California

“, for the cost, for me it’s a no brainer, you’re paying a very small amount of money per month and you’re not paying per lead or per click or anything like that, so they just flow into your email box, as the principal I can take them on or pass them along to producers, depending on how I feel about it and we’ve been very successful. I’m definitely seeing a 100% ROI on this because one of the accounts we got from was over $100,000 in premium.” Brittain reports placing business with SafeCo, Travelers, ASI, Mercury, First American, Liberty Mutual, Employers, Amtrust, Guard.

November 30, 2018

Christen Losey: Losey Insurance, Louisiana

" gives us the ability to get referrals that fit our appetite, personal lines and professional commercial lines. And does a good job of introducing us to people who fit our niche. Referrals are often looking for new quotes or coverage advice, and both of those represent a great opportunity. We’ve found to be a very good return on investment. I would definitely recommend trying it!" Christine reports placing business written through with with Safeco, Progressive, and Chubb.

November 29, 2018

Scott Gray: Insurance Solutions, Mississippi

“The referrals from range from personal home and auto to commercial workers’ comp, bonds and trucking policies, with premiums ranging from $600 to $30,000. We write with all the major carriers, including Travelers, Liberty Mutual, Nationwide, Hartford, State Auto, EMC and CNA. From day one, our goal with was to drive our internet presence to page 1, and we get our piece of the pie. It’s definitely a good value for what we spend!”

November 28, 2018

Robert Oncken: Oncken Insurance, Texas

“ gives us a solid stream of leads for our investment. I’ve found the referrals we contact are genuinely interested in talking to us, typically resulting in personal home and auto and commercial accounts with premiums ranging from $2,000 to $7,000. The primary insurance companies Robert writes business with are Travelers, Progressive, Safeco, Mercury and ASI. In addition to using at his agency, Robert also works with other agencies on their marketing programs and always recommends”

November 28, 2018

Nancy Heaton & Ross Bennett: Heaton Bennett Insurance, Texas

“We are just delighted with as our referral source. We have written quite a few accounts; the largest was $17,000 in premium. It grew to become a personal lines account as well. They placed the written business with Travelers, State Auto and Mercury. Heaton Bennett has been using from the start. Would they recommend it? "No [laughing]…we don’t want to share a good thing.  :-)”

November 19, 2018

Mark Ahart: Ahart, Frinzi & Smith, Virginia

“We’ve written quite a few accounts from, with premiums typically ranging from $500 to $15,000. We recently rounded out an account, a medical device company that didn’t have product liability coverage, that ended up being an $80,000 account premium. With, you land one or two accounts and it pays for itself—I don’t know why anyone wouldn’t use it!”

November 19, 2018

Doug Burum: Danaher/Skewes & Associates, Virginia

“As a door knocker and cold caller, I can say that the leads that come through are a lot warmer. We have written quite a few accounts, with premiums ranging from $1,000 to $40,000. So the answer is yes, I would definitely recommend!” Doug reports placing accounts with State Auto, Grange, Travelers, Progressive, AIC and Hartford.

November 16, 2018

Greg Blair: Nottingham Insurance, New Jersey

“We’ve written policies ranging from $2,000 to $15,000 in premiums. Getting in on the ground floor with clients means they tend to stick with us, and we can grow together. I’d recommend Trusted Choice to other agents—it’s really the only way to compete with the big brands out there today.” Greg reports placing accounts with Selective, Nationwide/Harleysville and Hartford.

November 15, 2018

Mark Tatum: Tatum Insurance, Arizona

“We’re closing lots of business from, mostly commercial lines but some personal lines, too. We write a range of policies from these leads, but the most recent was $12,000 in premium, so the ROI is outstanding. I’d recommended to other agents highly. It’s the best leads system out there today.” Mark reports placing accounts with Travelers, Liberty Mutual, Berkshire, CNA and Auto Owners.

November 14, 2018

Sina Djalili: Comprehensive Insurance Services, Virginia

“ leads are more effective than any other leads on offer from others—the only leads I get today are from and referrals. Generally, the return on investment is quite good, with commercial premiums averaging between $2,000 to $3,000. The quality and quantity I get from you are well worth it!” Sina reports placing accounts with Travelers, Progressive and Liberty Mutual.

November 13, 2018

Jordan Hall: Insight Risk Management, Tennessee

“I get a few referrals a month, and often a contact has transferred a prospect right to me. I’ve written six or seven accounts, generating around $40,000 in total premium. I’ve been in a hybrid role, as an account manager and producer, and being on has allowed me to write business I wouldn’t normally even have a chance to take a look at. On top of that, it’s given me practice and more insurance-building experience, so I can sell more successfully. I definitely would recommend this referral tool.”

November 12, 2018

Lisa Pacillo: All Risk Insurance Group, Florida

“About 90 percent of our leads from are commercial leads. Of the 10 or so we’ve gotten, we’ve closed about half for a combined premium of $30,000. Most are startups, and what’s great about that is we can establish the relationship from the beginning. When you have someone that gets to you from, you already have the sense of trust coming in the gate. It’s a great quote referral engine--I think it’s terrific.” Lisa reports placing accounts with Scottsdale, Evanston and Markel.

October 31, 2018

Ray Gallant: Gallant Insurance Agency, Massachusetts

“Being on has definitely aided our agency’s online presence. I think it’s a good part of our marketing strategy and raises our image, with our largest premium around $7,000. It’s definitely the best way for the buying public to gain access to an agent they can trust.” Ray reports placing accounts with Philadelphia, Great American, Hanover, Arbella and Safety Insurance.

October 26, 2018

Steve Gebhardt: Southern Insurance Associates of Dunwoody, Georgia

“Through, it’s nice having additional avenues to get our name out there.
We get on average 2 to 4 referrals a month, and right now they happen to be in the transportation field as they are more active searchers. We’ve also written a medical lab as well as artisan contractors, with the largest premium around $7,000. I would absolutely recommend to other agents.” Steve reports placing accounts with Liberty Mutual, Safeco, Travelers and The Hartford.

October 26, 2018

Zaid Zayto: Signature Insurance, Michigan

"We love helping and servicing people. When you send us leads via email through, people already know they are in good hands." Zaid reports placing accounts with Progressive.

October 24, 2018

Quashinna Williams: Quesurance Group, New Jersey

“We’re a new agency, so really helps with our online presence. That’s the future of insurance. We get a lot more searches for our website directly and indirectly, so I would 100% recommend Without it, I don’t think I would be here. With the option of Claim It, I get leads both online and my phone, so I can also claim the referrals I want.”

October 24, 2018

Susan Ralston: Jacob Insurance Service LLC, Indiana

“Right before this call, I transferred a referral from to our commercial lines producer! And recently we wrote a WC policy for a staffing firm. I would most definitely recommend” Susan reports placing accounts with Liberty Mutual.

October 24, 2018

Jason HeLal: Century Insurance Agency, Texas

“We tend to get leads from people doing business and recently wrote BOPs for several retail businesses. Trusted Choice accentuates choice and I think we have an advantage by advertising in local markets, which is our strongest card to competing in what’s more and more becoming a commoditized market.” Jason reports placing accounts with Safeco, Travelers, Progressive, Liberty Mutual, Travelers, National General and Amtrust.

October 22, 2018

Danny Neely: Neely & Wade Insurance Agency, LLC, Kentucky

“Our largest accounts from have been commercial auto, specifically trucking, and range in premium from $5,000 to $10,000. Beyond straight referrals, if you type in our zip code, we are the only Trusted Choice Advantage agency in the area that shows in (search) results, so that has tremendous brand value to us.” Danny reports placing accounts with Cinncinatti Specialty, Burns & Wilcox and RPS.

October 17, 2018

Joseph Sette: Shoff Darby Insurance Agency, Connecticut

“We rely heavily on referrals, and we look to to help us build our business. These are customers that have already done research and are looking for someone they can trust. It’s such a small investment, and the changes has made over time have definitely paid off for us. We value our partnership and see it as a true benefit." Joseph reports placing accounts with Berkley, Acadia, CNA, METLIFE, SAFECO and Hanover.

October 17, 2018

Paul Pukis: Mosaic Insurance Alliance, Washington

"Any internet lead is always questionable, but the leads through are higher quality. We track our lead sources and after a couple months, we realized the value was there month after month. The prospects that go on to and complete the forms have proven to be better quality, which makes us happy!" Paul reports placing accounts with Hiscox.

October 16, 2018

Keith Philipps: Schmutter, Strull & Fleisch, New York

“For me, Advantage is not about getting the largest premium, we’re looking to build relationships. I would 100% recommend the product, with one caveat: there’s work involved. But if the agency puts in the work, the ROI is a no-brainer.” Keith reports placing accounts with Travelers, Hartford, Amtrust, Senceca, Greater NY Mutual, Philadephia and Chubb.

October 10, 2018

Scott Greene: Elliott Insurance Agency, Ohio

“In the past year, we’ve written 5 accounts—everything from small commercial to personal home and auto. What was great when we got started is that Auto-Owners and Westfield were each willing to pay for half our subscriptions (as part of their agency program). Since then, we’ve continued with our subscription because the leads are steady.” Scott reports placing accounts with Westfield, Auto Owners, Liberty Mutual, Progressive, Foremost, Safeco and  Grange.

October 8, 2018

Ryne Herring: Litaker Insurance, North Carolina

“Call-ins can be a mile wide. With, the ability for us to alter our lead preferences to what works for us has been very beneficial. We write referrals from at least a few times a month, from leads for homeowner/auto/umbrella policies to commercial shops, easily between $10,000 to $20,000 in premium.” Ryne reports placing accounts with Cinncinatti, Travelers, Liberty Mutual, Auto Owners, Kemper and Progressive.

October 3, 2018

Paul Jacobs Jr. and Paul Jacobs Sr.: Lone Star Insurers, Texas

“We would absolutely recommend We write 70 to 80 percent of the referrals we get, and one policy that sticks out in particular was a workers’ comp quote that we were able to bind for an $80,000 premium.”

October 2, 2018

Tomik Gharabeigi: Roman Empire Insurance, California

Tomik’s agency got its start less than 3 years ago, noting, “One of the best referral sources is I wish we would have found you on day one.” Since subscribing to the digital marketing platform, he continues to benefit from new insurance relationships, including two commercial accounts with premiums of $16,000 and $13,000. “The referrals are not a waste of time.” Tomik reports placing accounts with Lloyd's of London and Burlington Insurance.

October 1, 2018

Brent Skeeters: Ramse Insurance Agency, Inc., Illinois

“With about $115,00 in annual premium from a recent consumer, the commission off of this single customer has paid for my subscription for the next 12 years, so the return on the investment has been immense.”

September 27, 2018

Kicker Cardenas: Kicker Insures Me Agency, Texas

“Typically, our average Commercial Lines premium from a consumer is about $3,500, however, every year we get one closer to the $30,000 to $35,000—including this year. We’re easily getting 3X back on the cost of the program. With all the SEO going on in the background, we are getting great opportunities and I would absolutely recommend” Kicker reports placing accounts with Markel, Foremost, Mercury and Progressive.

September 27, 2018

Joshua Lipstone: ISU-Lipstone Insurance Group, North Carolina

“This is our second time trying The first time, we didn’t have great results. But after speaking with the team and learning about changes they’ve made, we gave it a second shot, and we’re really pleased with the results.” Hear more about Lipstone’s recent new client relationship success. Joshua reports placing accounts with National General.

September 26, 2018

Michael Berger: Berger O’Neal Insurance Group, Georgia

“There’s no question in my mind that revenue more than exceeds the cost. We receive requests daily and even calls transferred to us on an 800 number if it’s after business hours. Often, clients don’t know what they need. Just by talking to them, we have a great opportunity to round out the coverage and premium. One recent deal was a BOP for a computer consultant, so you never know what you are going to get!” Michael reports placing accounts with Auto Owners, SafeCo, Travelers, Hanover and Hartford.

September 24, 2018

Ashley Aguayo: Flor & Associates Insurance Agency, Texas

“Working with has definitely been a great addition to growing our book,” said Ashley. The Texas indie agency has gained numerous clients with and continues to grow their revenue as their insureds’ business grows, too. Ashley reports placing accounts with MGA, Travelers, Progressive, Mercury, Berkshire, Markel, Philadelphia, Burns & Wilcox, Allrisk and Norman Spencer.

September 17, 2018

Sondra Earley: Earley Insurance Solutions, Washington

Sondra recently had a prospect turn over all of her business to her because she wanted an agent she could trust. The $7K premium for Commercial Liability, General Liability, Bond and Healthcare insurance is just one new business relationship of the dozen or so people who connect with her each month from Sondra reports placing accounts with CNA, Tatco, Safeco and Liberty Mutual.

September 20, 2018

Rick Reichow: Martin & Lark Insurance Agency, Ohio

Commenting on the ROI of their digital profile subscription to, Rick notes, “The two referrals we bound in the past 2 months through alone have already paid for membership. It’s been great!” Rick reports placing accounts with Frankenmuth Mutual, Travelers, Progressive, Auto Owners, Grange and Foremost.

September 19, 2018

Melissa Stallings, Stallings Insurance Agency, Georgia

From contractors to landscapers to janitorial accounts, “I love that we when referrals email or call us, we can sell the policy based on the values of the independent agent as promoted on,” said Melissa Stallings. Melissa reports placing accounts with Ohio Mutual Auto Owners, Grange and Southern Trust.

September 14, 2018

Jay Byrnes: Byrnes Agency Insurance, Connecticut

“We’ve been an early adopter and believe in the online shopper. Hooking our wagon to has been great, and our investment has given us a healthy return on our investment,” said owner Jay Byrnes. Hear more about the Commercial Lines and Personal Lines success his agency is having. Jay reports placing accounts with Ohio Mutual, Main Street America (MSA), National Grange and State Auto.

September 14, 2018

Len Garza: Premier Group Insurance, Pennsylvania

"What I like about your system is that referrals are local, within a 30-mile radius, so immediately it’s easy for us to relate to these prospective customers, and that’s a big start,” said agency owner Len Garza. Listen in to hear how he’s winning new biz relationships with Advantage. Len reports placing accounts with Lloyd's of London.

September 15, 2018

Sarah Brown: Keller-Brown Insurance Services, Pennsylvania

“We couldn’t do this on our own,” says Sarah Brown, a fifth-gen agency owner based in Shrewsbury, Penn. Keller-Brown relies on its Advantage profile to build a digital funnel of new commercial lines business, right to their agents’ digital door.

August 26, 2018

Snotherly Insurance: JMP Insurance Brokers and Benefit Quest, New York

From Manhattan to Raleigh, three leading agents share their recent successes with us, writing new personal and commercial business (including cyber, E&O, workers’ comp, and BOPs), plus why they think you should hop on the digital platform too.

August 23, 2018

Roger Kozuch: Kozuch Insurance Services, Ohio

Over the past three years, Roger Kozuch has relied on to expand his agency’s digital footprint with insurance shoppers to generate new business opportunities.

August 22, 2018

Robert Solberg: Campbell Solberg Associates, New York

We caught up with Robert Solberg to learn about the new business streaming in to his agency on (and happy to hear two accounts he’s working on this August will result in $15K  combined premium).

April 28, 2017

Justin Watters: Vogue Insurance Agency, Texas

“I started 352 new relationships on in just 14 months,” said agent Just Watters. “We’ve written about 30 percent of the business finding us online, so it’s really awesome for meeting new clients…” and if you want to see something really cool, fast forward to 1:25 (where Justin fields and incoming opportunity while taping)!

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