Michael Brainard has been a great resource for us as we grow our agency! Amazing customer service from him and guidance on territory and scheduling. Smart Financial commercial leads have been very good for our agency. If you have a strong lead management strategy and workflow, these are by far the best of any company we have used.

I had a great experience working with Mackensie Reiling. She answered all of my questions thoroughly and made sure I fully understood every part of the process. Her energy was contagious—very positive, engaging, and genuinely enjoyable to speak with. Mackensie is not only kind and thoughtful, but also extremely professional and knowledgeable. She took the time to listen, provided clear guidance, and made me feel confident in every decision. Her outgoing personality made the entire interaction smooth and stress-free. As an Account Manager for Smart Financial, she truly represents the company at a high level. If you’re looking for someone who is attentive, responsive, and truly cares about helping you succeed, Mackensie is the one to work with. Highly recommend!

My journey with SmartFinancial commenced last year, and the team has significantly enhanced its capabilities with the introduction of SmartFinancial Pro. This platform stands out as one of the most advanced lead management systems I have encountered. It offers highly intuitive tools for analytics, and my account manager, Geo Herrera, has been an exceptional asset to my sales routine. He demonstrates remarkable responsiveness in addressing inquiries through various communication channels, including text, email, and phone. Overall, I am thoroughly satisfied with the experience and would recommend it to other insurance agents.

Have used Smart Financial as an ILP for just about 2 years now. During that time we have also used several other ILPs. Smart Financial has and continues to be the best option in quality of leads, return policy, customer service, and user interface. Their new platform offers the ability to get real time data on things like your CPQ, CPB, and Conversation Rate. I also love have a designated representative who I can go to whenever I have questions, need any assistance, and for reviews. Our rep Eric is amazing to work with and has continually gone above and beyond what you’d expect!

If you are considering Smart Financial you need my account manager Marlon! Him and his team focuses on making sure your lead experience is a great experience. Remember the more volume you buy the more sales you get! We fell in love about 45 days after we started with them. They got my filters perfect for who we are most competitive in price with so that we could thrive and make more money than ever before using internet leads! If you are using multiple lead vendors make sure you give them at least 50% of your budget you will love it.