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!

Eli Gillespie: Gillespie Insurance Services, California

Commenting on the value of his Advantage subscription, Eli notes, “My two largest accounts to date from referrals were a contractor in my commercial niche, which had a written annual premium of $115,000, and a shopping complex that was about $85,000. If you look at the numbers, those two accounts alone have paid for my subscription for about 20 years!” Based on his results, Eli definitely recommends to other agents. Gillespie Insurance Services most frequently writes referrals with Nationwide, Travelers, Liberty Mutual and Guard.

Patrick Martin: Martin Insurance Group, Kansas

Patrick’s referral appetite is for personal lines accounts. He explains, “I’m looking to meet insurance buyers for home, auto, renter policies. When I first signed up for Advantage a few years ago, I wanted any lead that would come my way. At the end of the first year, I revaluated the ROI and decided to fine-tune my profile to attract just the types of leads that I wanted to write. Today, as soon as the lead comes in, I can sell the account within a day or two.” And a few months into 2019, Patrick notes he’s already covered the cost for the service for the year. Martin Insurance Group writes its referral business with Travelers, Safeco, Nationwide and State Auto.

Nancy Schmerbeck: Garrett Insurance, Texas

Nancy says she values both the referrals and residuals she gets as a benefit of her Advantage subscription. “I’m very excited about the leads from because I’m able to close them and turn them into more. In fact, I just closed a policy for a Baptist church, and I quoted a commercial policy that’s going to come in around $70,000.” Commenting on the ROI, she adds, “As long as we do a good job, beyond the value of the initial sale, residuals really pay off.” Garrett Insurance writes referrals with Southern Cross Mutual, Quirk & Company, Texas Mutual and Gateway.

Jack Shaw: Carolina Underwriters Insurance Agency, North Carolina

Jack Shaw of Carolina Underwriters Insurance Agency notes, “We have really appreciated the referrals from On the commercial side, referrals tend to be on the startup side, and our hit ratio has been excellent. On the personal lines side, Charlotte has a lot of new people moving into the area, and referrals from have been even more positive for us.” Commenting on the return on investment in the Advantage subscription program, Jack says, “I think it’s a been a win-win. I would recommend it, as it’s been very beneficial to us.” Carolina Underwriters Insurance Agency reports writing leads with Frankenmuth, Cincinnati, Selective Accident and State Auto insurance companies.

Dave Pellicano: A-Advantage Insurance, Florida

Dave Pellicano of A-Advantage Insurance, an independent agency located in central Florida, reports writing a fair amount of business by participating in’s Advantage referral program. Dave notes that the largest account he’s written was about $8,000 in premium, adding, “The return on investment in the referral program is good because od the reasonable cost compared to the business it leads to — it’s definitely a good value.” A-Advantage Insurance partners with Progressive, Hartford, AARP Safeco, Mercury and Foremost to write referral business.

Miles Merwin: Advisors Insurance Agency, South Carolina

By participating in’s Advantage program, Miles reports that his agency has written nearly $43,000 in premium. He notes that the return on investment in the program is five times the cost, overall, but branding is equally important. “When we first started out, partnering with Trusted Choice was a really easy way for us to get out there and build our brand.” Mile’s writes referrals with The Hartford, Liberty Mutual, Guard, Travelers, Nationwide and Allstate.

Tonna Ritter: Lock Insurance, Florida

Tonna notes that her agency’s profile on attracts about five referrals a month, and they typically close two or three, “It’s well worth the cost, as we’re getting referrals that we wouldn’t have found us without it. She notes that feedback they get from insureds about the system is always positive, noting it’s easy for the consumer to share their insurance needs and for the agent to follow up. Lock Insurance writes referrals with United Property & Casualty, Universal, Florida Specialty and American Integrity, to name just a few.

Ray Berry: RCB Insurance Services, Inc., Illinois

"With real-time referrals from Claim It, a feature of Advantage Pro, I get a constant stream of referrals all day, which are sent as a text to my cell phone and email.” He notes that referrals from his Advantage Pro subscription have been very good, and more than he can produce from advertising on his own. “I am a small operation, so I take advantage of all the Trusted Choice programs that fit me best. I would recommend to other agents because it’s easy to write accounts and you see progress right away,” said Ray. RCB reports writing referrals with Progressive, Safeco, Travelers and Foremost, among other major insurance companies.

Josh Richardson:, Florida

Josh Richardson from YourEAdvisor Agency reports that they have written a variety of personal lines policies from their Advantage profile on, including homeowners accounts as high as $6,000 in premium. Josh says he would definitely recommend to other agents, especially if they are just starting out. “It’s great to help get the word out to online buyers looking for an independent agent. With the leads you get, it’s crazy not to do it”, says Josh. writes referrals with Velocity, Progressive, Safeco, Mercury, Western World and GeoVera Specialty insurance companies.

Doug Harr: Harr and Associates Insurance Inc., Florida

"I would definitely recommend’s referral program. We average about 10 to 12 opportunities a month, with our largest written account about $20,000 in premium for a commercial auto policy. We’ve been getting leads since August 2015 and just added commercial referrals as the program has certainly paid off for us—participating is really a no-brainer." Harr and Associates Insurance Inc. writes referral business with Progressive, Travelers, Mercury, Safeco, and The Hartford.

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