List of Momentum Edge Customers
Flower Mound, 75022, TX,
United States
Since 2010, our global team of researchers has been studying Momentum Edge customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased Momentum Edge for Marketing Automation from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using Momentum Edge for Marketing Automation include: The Marcus Group, a United States based Insurance organisation with 12 employees and revenues of $3.0 million, Insurancetrak, a United States based Insurance organisation with 20 employees and revenues of $3.0 million, Ison Insurance Agency, a United States based Insurance organisation with 10 employees and revenues of $1.0 million and many others.
Contact us if you need a completed and verified list of companies using Momentum Edge, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The Momentum Edge customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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Insurancetrak | Insurance | 20 | $3M | United States | Momentum | Momentum Edge | Marketing Automation | 2020 | n/a |
In 2020, InsuranceTrak implemented Momentum Edge in a Marketing Automation deployment. The Rochester New York agency configured Momentum Edge to centralize digital referrals and agency profile management as part of its inbound marketing and lead capture workflow. The implementation focused on a lightweight cloud configuration and process fit for a 20 person insurance agency.
Momentum Edge was configured to leverage referral and SEO powered agency profile functionality, enabling capture and routing of web referrals from TrustedChoice.com into lead queues and embedding profile SEO controls to improve referral conversions. Operational coverage spanned marketing and agency operations with workflow automation for lead assignment and conversion tracking through to policy issuance. InsuranceTrak reports that leads from TrustedChoice.com covered marketing costs and produced a measurable ROI by converting web referrals into policies, illustrating Momentum Edge Marketing Automation applied to referral driven customer acquisition.
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Ison Insurance Agency | Insurance | 10 | $1M | United States | Momentum | Momentum Edge | Marketing Automation | 2024 | n/a |
In 2024 Ison Insurance Agency implemented Momentum Edge for Marketing Automation. The West Liberty Kentucky independent agency used the TrustedChoice.com Claim-It referral panel to capture a commercial lead that converted to about $65,000 in new-business premium. Attribution of the referral into Momentum Edge is inferred from Momentum's TrustedChoice integration and product consolidation, aligning the referral intake with the Marketing Automation application.
The Momentum Edge deployment focused on lead capture, referral attribution, automated lead routing, and basic nurture workflows to support commercial lines new-business and agency sales activities. Integration between the TrustedChoice Claim-It referral panel and Momentum Edge is the primary signal tying referral acquisition to the Marketing Automation workflow, and configuration centralized source tracking and campaign attribution within Momentum Edge. Governance changes emphasized standardized referral intake and sales follow-up processes to ensure Claim-It referrals were converted into tracked sales opportunities.
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The Marcus Group | Insurance | 12 | $3M | United States | Momentum | Momentum Edge | Marketing Automation | 2021 | n/a |
In 2021, The Marcus Group implemented Momentum Edge as a Marketing Automation application to centralize digital lead generation and referral workflows for its Tamarac, Florida agency. The deployment targeted commercial lines lead capture and referral management, with TrustedChoice.com referral capabilities surfaced through Momentum Edge, and TrustedChoice.com referrals delivering roughly 10x return on investment and high close rates on commercial leads.
Momentum Edge was configured to support lead capture and referral distribution, campaign automation, and lead source reporting consistent with Marketing Automation functional patterns. The implementation focused on routing TrustedChoice.com inbound referrals into agency follow-up processes and aligning marketing and sales activities for commercial opportunities. Governance centered on agency-level configuration of routing rules and follow-up cadence, with staff-level operational ownership for intake, qualification, and conversion workflows. The narrative emphasizes Momentum Edge as the application name, the Marketing Automation category, and the United States operational scope, with outcomes from TrustedChoice.com referrals explicitly reported by The Marcus Group.
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