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  1. Help Topics
  2.  » What is an Agency Scorecard?

What is an Agency Scorecard?

Find out what you can learn with your monthly Agency Scorecard.
January 28, 2020

You are being recommended to online insurance shoppers

As an Advantage subscriber, you receive a monthly Agency scorecard that includes the number of times your agency profile was recommended to shoppers on TrustedChoice.com that month.

Here is what you’ll see every month on your Agency Scorecard:

  • Number of times your agency was recommended: Each time your agency was shown to a consumer looking for insurance that matches your agency’s appetite. Those are shoppers can choose you!
  • Number of insurance shoppers near you: The amount of potential customers on TrustedChoice.com that were within 60 miles of your agency.
  • Bonus: A few tips and tricks on how to make your agency profile stand out and be chosen by shoppers.

You may be asking, what’s the difference between agency recommendations and referrals?

In order to get a referral, your agency must be recommended first to a consumer actively searching for insurance on TrustedChoice.com. The scorecard gives you the number of times your agency’s profile was presented as a recommendation to an insurance shopper whose needs match your appetite on TrustedChoice.com. If the consumer chose your profile, then it becomes a referral.

The Client Success team is here to help you excel. If you have a profile how-to question or want a simple walk-through, contact at (855) 372-0070 or message us here.

Not an Advantage subscriber? Subscribe today.

Related Topics

What Is a Basic Profile?

When an agency becomes a member of the IIABA—or Big “I”—they receive access to and are listed on the nation’s largest independent agent database. Along with a Big “I” membership comes a complimentary TrustedChoice.com profile, branding the agency as a Trusted Choice...

What Is Advantage Profile?

Advantage Profile from TrustedChoice.com helps agencies—no matter the stage of business—to create a digital presence and be recognized online. With Advantage Profile, the agency is… Recognized as a top-tier agency Recognized as independent and professional Recognized...

What Is Advantage Profile SEO?

As an independent insurance agency, it’s crucial to be easily found online. The Advantage Profile SEO subscription is designed to do just that: get agencies in front of high-intent shoppers using search engine optimization to farm organic traffic. With Advantage...

What Is Advantage Preferred?

For independent agencies who not only want to be recognized but recommended online, we suggest an Advantage Preferred subscription. This subscription type is designed to organically get insurance agencies in front of shoppers seeking a similar business appetite....

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