Connect with Active Shoppers
Get access to marketplace shoppers across Auto, Home, Health, Life, Commercial, and Group Health: verified, TCPA-compliant, and delivered in real time.
Connect Instantly with Qualified Insurance Shoppers
Consumers come to our marketplace to compare coverage. We verify who they are and what they need, then give your agency everything required to quote them.
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.
Platform Matches
Our matching engine validates and filters the opportunity and finds the best agent fit based on location, filters, bid, fulfillment, and more.
You Connect and Close
The consumer is delivered instantly based on your appetite and preferences. Quote and convert with a complete consumer profile and intent data.
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 a platform to solve them. We connect you with shoppers in our marketplace who match the way you sell. Prospects are asked to complete a detailed application, including current coverage and contact information. Once submitted, we verify the prospect's information for authenticity and immediately deliver it to you along with complete contact details.
Built for How Agents Actually Work
Every part of the platform is built around the way agents run a book of business: filters you control, delivery into the system you already use, and support from a team that knows your market.
Marketplace-Sourced Opportunities
Shoppers who came to our marketplace to compare coverage across our collection of premium insurance websites. All data is screened and verified by Jornaya, xVerify, Anura, and other 3rd-party APIs.
200+ Integrations
SmartFinancial works seamlessly with your preferred lead management system.
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.
TCPA Compliant
Premium leads have been sourced in accordance with all TCPA regulations, and shoppers are actively searching for a quote.
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.