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  1. IA Advantage Blog
  2.  » Best of 2023: What IA Success Looks Like

Best of 2023: What IA Success Looks Like

Reflect on 2023 with, and see what changed for independent insurance agents nationwide this past year.
Published: January 29, 2024
Best of 2023

2023 was full of progress for the IA channel. Whether you spent it at home or in the office, you proved this year that digital-forward, independent agents are the future of the insurance industry.

From all of us at,
for your support in 2023.

This past year, we put our best foot forward to support the network of dedicated IA agencies who keep us the #1 online resource for connecting insurance shoppers with independent agents. Here are a handful of ways we did it.

Best of 2023

New Features:

New Advantage Subscription Offering

This year, we launched our newest subscription type: Advantage Producer! With an Advantage Producer subscription, Big “I” agents are granted open access to our Claim-it® Referrals marketplace, where they can purchase appetite-matching insurance referrals on demand.

Claim-it Warm Transfer Referrals

Independent agents with access to Claim-it now have a new referral option with Claim-it Warm Transfer Referrals. When producers claim a Warm Transfer Referral from our Claim-it marketplace, they are instantly connected with their new prospect by phone courtesy of a operator. This allows agents to start cultivating a relationship with a prospect right away and heighten their service offerings and likelihood of closing.

Integration with AgencyZoom

We teamed up Vertafore to create an integration with their referrals management software, AgencyZoom. This integration allows agents to view and manage all of their insurance referrals—including those from—in one place. Learn step-by-step how to connect your insurance referrals with AgencyZoom with our integration guide.

Enhancements to Business Radius

Advantage Professional and Advantage Producer subscription holders can now increase or decrease their preferred business radius with the distance settings in their ‘Agency Profile’ tab accessible through their Agent Portal. Agents can limit their radius to as little as one mile away from their physical agency location or expand their radius to up to 250 miles from their agency location. Additionally, agents who are licensed to sell in multiple states can indicate so on their Advantage profile and be recommended to prospects across state lines. This can also be applied to their Claim-it access, allowing agents to claim high-intent, on-demand referrals in multiple states.

New and Improved Help Desk

We updated our Help Desk to help agents better navigate help articles on subscription types, Advantage basics, Claim-it, best practices and integration guides. Agents can also find an FAQ section at the bottom of the Help Desk directory to quickly find answers to their profile questions.

It is our goal for 2023 to continue innovating and helping independent agents, just like you, be found online.

Let us give you a boost this year. Upgrade to the Advantage subscription of your choice, and enjoy all of 2023’s features as well as what’s in store for 2024.

Join our network of dedicated, independent insurance agents today.

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