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!

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!”

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.”

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.”

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.”

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."

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”

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.”

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.”

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."

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!"

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.”

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.”

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.”

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.”

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”

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.

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!”

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.

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

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!”

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.

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.

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.

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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