Top Promo: 10% Cash Back
Although SmartFinancial Agents is one of the newer lead vendors to the market, the team behind the service is among the most experienced in the industry. With a resume of successful agency and then lead company ownership dating back to 2007, SmartFinancial has leveraged that experience to quickly scale its product line. The company initially got started offering a successful live call lead transfer service called Contactability. With a regular customer base established, the team built on their success with calls to offer a full line of lead products as SmartFinancial Agents.
SmartFinancial currently offers auto, home, health, and medicare leads in volume across the United States with options to buy exclusive web leads, shared web leads and live call transfers.
With extensive history working directly with insurance lead buyers, the SmartFinancial team knew they would have to focus on the details to deliver products that customers would keep coming back for.
These details include custom options to prequalify calls, extensive web leads with over thirty-five prospect fields, quality filtering options, high-intent traffic sources and a focus on customer service.
ILG readers interested in giving SmartFinancial Agents leads a test run can take advantage of a 10% Cash Back offer promotion on this web page or by asking for it over the phone at 213-340-2802.
Product specifics and common lead buyer questions are addressed in the following sections.
Common Questions & Additional Details
Three max. No more than one per carrier.
SmartFinancial lead prices vary based product line, desired territory and volume needs.
All SmartFinancial lead buyers have access to a dedicated account manager available to create a custom lead plan to meet their requirements.
Repeat buyers can take advantage of a rewards system that allows them to earn free leads.
The general price range of SmartFinancial leads are shown in the table below.
Prices are general estimates as of the most recent update. Subject to change. For custom pricing call 213-340-2802
Yes. SmartFinancial offers customers lead volume controls, custom scheduling, budget controls and unlimited campaign pausing.
Yes. SmartFinancial Agents offers a fourteen day return window.
Yes. SmartFinancial originated as a live transfer service called Contactability. The company offers 100% exclusive call transfer leads for health, medicare, home and auto leads.
Yes. SmartFinancial offers exclusive web leads for health, medicare, home and auto leads.
Delivery via Live Call Transfer, Email, Text, Rater/CRM/Dialer.
No. SmartFinancial Leads are sold purely on pay-per-lead or pay-per-call basis.
SmartFinancial collects over 35 data fields. Below are common fields acquired. Most of the fields can be filtered to target a specific lead type.
Currently Insured (Y/N)
Length of Coverage
Desired Coverage – Bodily Injury
Desired Coverage – Property Damage
Desired Coverage – Uninsured Motorist
Desired Coverage – Underinsured Motorist
Desired Coverage – Deductible
Driver – Name
Driver – License Status
Driver – Relationship
Driver – Gender
Driver – Birthday
Driver – Marital Status
Driver – Occupation
Driver – Education
Driver – Credit Rating
Driver – Military (Y/N)
Driver – Home Owner
Driver – Bankruptcy
Driver – DUI
Driver – SR-22
Vehicle – Year
Vehicle – Make
Vehicle – Model
Vehicle – Trim
Vehicle – VIN
Vehicle – Use
Vehicle – Annual Miles
Vehicle – Ownership
Vehicle – ZIP Code
Vehicle – Garage
Current Coverage (Y/N)
Current Coverage Tenure
Desired Coverage – Replacement Cost
Desired Coverage – Personal Liability
Desired Coverage – Desired Deductible
Home Details – Type
Home Details – Ownership
Home Details – Design
Home Details – Business Use (Y/N)
Home Details – Construction
Home Details – Foundation
Home Details – Roof Type
Home Details – Roof Age
Home Details – Year Built
Home Details – Garage
Home Details – Total Rooms
Home Details – Square Footage
Home Details – Bedrooms
Home Details – Bathrooms
Currently Insured (Y/N)
Current Coverage Length
Applicant – Name
Applicant – Relation
Applicant – Birthday
Applicant – Gender
Applicant – Height
Applicant – Weight
Applicant – Marital Status
Applicant – Tobacco (Y/N)
Applicant – Pre-Existing Conditions
Applicant – Type of Condition
Applicant – People in Household
Applicant – Annual Income
Yes. See below.
SmartFinancial Agents can be integrated with most industry software and service providers. Custom 3rd party API integrations are also available. Below are some of the most popular integration options.
SmartFinancial Phone Number:
- National Coverage Provider
- Exclusive Live Call Transfers
- Exclusive Web Leads
- Shared Leads – 3 Max
- Over 35 Lead Fields
- Flexible Return Policy
- Filtering & Pre-Qualifying Options
- Real-Time Delivery
- Free Lead Rewards Program
- 10% Cash Back Offer