Skip the Dial. Just Answer.
Live transfers from SmartFinancial connect you instantly with insurance shoppers who are already on the phone, verified, and ready for a quote.
Answer Your Phone, A Shopper Is on the Line
The fastest and most efficient way to connect with interested insurance shoppers.
Our call center verifies intent before every transfer, so no more sitting through 10 dead calls to find 1 real prospect. You decide when to receive calls, how much you want to spend, and which advanced filtering options to apply. You remain in full control of your campaigns. The best part is that all calls are 100% exclusive. These interested prospects are transferred to you and you only.
Utilizing SEO, SEM, and AI technology, SmartFinancial sources the best, high-quality traffic from the top search engines and online networks.
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.
Call Center Verification
Our advanced technology routes prospects to our highly trained transfer team, where we verify the prospect's information and intent to speak with a licensed insurance agent.
You Answer and Close
Prospects are matched to your profile and filtering options, and then live transferred to you. Your office or mobile phone rings with an interested prospect on the line, ready for a quote.
Get the Most ROI For Your Marketing Dollar
Track quote volume, cost-per-quote, and bind rate in real time from your SmartFinancial dashboard. No guessing, no waiting for a monthly report: see what's converting and adjust your targeting on the fly.
Why SmartFinancial Marketplace?
SmartFinancial understands the challenges agents face, and we've built our live transfer program to solve them. Live transfers are the fastest and most efficient way to connect with interested insurance shoppers. You decide when to receive calls, how much you want to spend, and which advanced filtering options to apply. You always remain in full control of your campaigns. The best part is that all calls are 100% exclusive. These interested prospects are transferred to you and you only.
Built for How Agents Actually Work
Every part of the platform is built around the way agents sell on the phone: calls routed on your schedule, filters you control, and support from a team that knows your market.
High-Quality Live Transfer Calls
Shoppers who came to our marketplace to compare coverage across our collection of premium insurance websites.
100% Contact Rate
No more calling and chasing around the prospect. Simply pick up the phone.
Dedicated Account Management Team
With you every step of the way to ensure your success.
Target Your Ideal Customer
Get full control of geography, filters, and budget to acquire the exact customers you want.
100% Exclusive
Live transfer insurance calls are only sent to one agent.
Approved Vendor
We're an approved vendor with major insurance carriers and eligible for subsidy programs. Contact us for more information.
Seamless CRM Integrations
Meeting the Standards That Matter Most
Consent is captured and verified before a lead ever reaches you, and every record is screened by third-party APIs. Compliance is part of the product, not an afterthought.
SOC2 Type 2
Independently verified security controls and data protection.
CMS Compliant
Fully aligned with Medicare's marketing and outreach requirements.
TCPA Compliant
Every lead comes with verified individual consent.
Check Out Our Sample Quote Requests
SmartFinancial provides you with all the information you need to accurately quote the customer.
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.