Quote More Shoppers. Write More Policies. Grow Your Agency.
SmartFinancial gives agents access to the consumers shopping for coverage in our insurance marketplace, so you spend your day quoting and writing instead of prospecting.
How SmartFinancial Insurance Marketplace Works
Consumer Shops
A consumer actively looking for a quote comes to our marketplace and shares the details of what they need covered.
SmartMatch Finds Your Fit
Our SmartMatch system checks that the opportunity is real, then routes it to the right agent, matched on expertise, location, and the targeting filters you've set.
You Connect and Close
We connect you with the shopper right away, with their full profile in hand, so you can quote instead of qualify.
Data-Driven Sourcing = Better Prospects
Utilizing SEO, SEM, and AI technology, SmartFinancial invests hundreds of millions of dollars a year bringing consumers into the marketplace on behalf of our agent and carrier partners. SmartFinancial owns and generates traffic from some of the most powerful, top-rated consumer insurance properties online.
That investment means fewer wasted dials for you: consumers arrive already educated, already comparing real quotes, and already ready to talk.
SmartFinancial Technology Platform
You set your own targeting filters and define the shoppers you want to quote, so marketplace access fits the way you want to grow. Use our CPA calculator and track conversion from quote to bind.
Connect However You Sell Best
SmartFinancial delivers opportunities to you through your preferred method.
Prospect Data
Marketplace shoppers delivered straight to your agency, with what you need to quote them: coverage details, contact information, and verified consent.
Learn More
Live Call Transfers
We find insurance shoppers at home, at work, or on the go, speak with them to verify intent, and then transfer the call to your agency. Our inbound insurance calls come with a 100% contact rate and are guaranteed to want a quote.
Learn MoreWhy Agents Choose SmartFinancial
We work with agents the way a partner should: access to the shoppers in our marketplace, control over which ones you receive, and the reporting and support to turn quotes into written policies.
Quality
Transparency
Performance
Real Results From Real Agents
“I set our goals really high. I want to first build a book of business worth $10 million by the end of my third year.”
“My SmartFinancial Account Manager wants to help me grow, so I feel like he's one of my staff, and more of a friend than a lead vendor. That's huge for me.”
“I wasn't happy with my lead vendor so I tried SmartFinancial. Instantly, I knew the quality was better!”
More testimonials
“For my agency, SmartFinancial has made a huge difference; they provide individual dedicated service, and truly care about our results.”
“SmartFinancial offers a lot of great insights into the market and keeps us on top of the pricing, so we always get the best deal and the best leads.”
“SmartFinancial has been a game changer for my agency's home and auto business. The leads are consistently strong, and I can clearly see the impact in our quote volume and new policies written.”
“We have been working with SmartFinancial for a little over a month now and all I can say is wow! I would highly recommend SmartFinancial to anyone.”
“I enjoy the personal service with an individual representative. A colleague referred me to this company and I have been very pleased.”
“Our service rep has been great to work with. The ease of use of the program was quite good.”
What Makes the SmartFinancial Insurance Marketplace Different?
Most lead companies buy traffic from someone else and resell the records. We built and own the marketplace consumers shop in, so the people you talk to came to compare coverage and asked for a quote.
Ready to Quote More Insurance Shoppers?
See what marketplace volume & pricing looks like in your area. No commitment required.
An account manager will reach out with marketplace volume and pricing for your area. Need it sooner? Call 877-323-7750.
See Marketplace Volume & Pricing in Your Area
No commitment required. An account manager will follow up within one business day.