SmartFinancial FAQ

Who is SmartFinancial?

SmartFinancial is a team of insurance and technology experts who want to make insurance better for everyone. We educate insurance shoppers and help them find the policy they need by connecting them with insurance providers across the country.

How long has SmartFinancial been around?

We were founded by a former top-selling insurance agent and have been serving the insurance industry for over 14 years.

Where is SmartFinancial located?

SmartFinancial offices are located in Costa Mesa, California and Columbus, Ohio.

What does SmartFinancial offer?

We offer insurance providers with high quality leads, calls, clicks, and other products to help them sell more policies.

How do I sign up?

Insurance providers can learn more and sign up for our service by visiting smartfinancial.com/agents. You can also speak with one of our highly trained reps by calling 877-323-7750

How much does it cost?

We will automatically recommend a bid for the calls, leads, and clicks you receive. But if you live in a highly competitive area or want to receive more traffic you may want to increase your bid. You only pay only for the calls, leads, and clicks you receive. When you enroll, you will be asked for a deposit on your credit or debit card. When your balance gets low, we will automatically refill your account.

Do I have to sign a contract?

We have no long term commitments or contracts.

Can I talk to someone at SmartFinancial?

We pride ourselves in our customer service and would be happy to help you. You can call 877-323-7750 or email info@smartFinancial.com

Where does SmartFinancial generate their leads and calls?

A majority of our traffic is generated right here on SmartFinancial.com. We find and engage with customers shopping for insurance online. If the customer is interested in a quote, we verify their authenticity and connect them with an insurance professional.

Do you offer a reward for referring agents to SmartFinancial?

Yes. We will give you $50 worth of free leads or calls for every agent you refer to SmartFinancial

How do I login to my account?

To login to your account. Visit SmartFinancial.com and click the “Login” link in the top right corner.

How do I set up a call or lead profile?

To create a new call or lead profile, click on the “Profiles” tab on the left side of the page. Then click on the “Add New Profile” button and follow the prompts.

How soon will I start receiving leads or calls?

It’s possible you may receive leads and calls the first day. It depends on your bid, territory, and how competitive the area is.

How do I view contact information for a lead or call?

When you receive a lead or call it will be displayed on the dashboard. Click on it to display additional details and contact information.

How do I listen to a recording of a call?

To listen to a recording, find the prospect on the dashboard and click on the “Play” button.

How do I add another user?

To add another user, click on the “Settings” tab on the left side. Under the “General Settings” box click on “Add User” and follow the prompts.

How do adjust the geographic location?

To adjust the geographic location, click on the “Profiles” tab on the left side of the page and select the profile that you want to change. On the left side of the screen there is a “Geographic Location” box. You can add and edit area codes or select an entire state.

How do I set the number of leads or calls per day?

To adjust the number of leads or calls you receive a day for a specific profile, click on the “Profiles” tab on the left side of the page and select the profile that you want to change. Locate the “Profile Settings” box and change the “Calls/Leads per day” field.

To adjust the number of leads or calls you receive a day for your entire account. Click on the “Settings” tab on the left side of the page. Global max for leads is located on the “General Settings” tab. Global max for calls is located on the “Call Settings” tab.

How do I pause a profile?

Your hours of operation should be used to set your call availability. However, you can pause a profile if you need to. Click on the “Profile” tab on the left side of the page and choose the profile you want to adjust. At the bottom of the page in the “Profile Settings” box you can pause the profile.

How do I change the transfer number?

To change the phone number for a specific call profile, click on the “Profiles” tab on the left side of the page and select the profile that you want to change. Locate the “Profile Settings” box at the bottom of the page and change your phone number.

To change your phone number for your entire account, Click on the “Settings” tab on the left side of the page, then click on “Call Settings” tab and change your phone number.

How do I add filters?

To add filters, click on the “Profiles” tab on the left side of the page and select the profile that you want to adjust. Locate the “Profile Settings” box at the bottom of the page and click on the “Add/Edit Filters” button.

How do I adjust my hours of operation?

To change your hours of operation, Click on the “Settings” tab on the left side of the page, then click on “Call Settings” and set your hours of operation.

How do I adjust the concurrency cap?

To adjust your concurrency cap, Click on the “Settings” tab on the left side of the page, then click on “Call Settings” and set your concurrency cap.

How do I view transaction reports?

To view transaction reports, click on the “Billing” tab on the left side of the page. You will be directed to the billing page. Click on the “Transaction Reports” box on the right side of the page and download the report.

How do I adjust the auto-rebill setting?

To adjust the auto-rebill settings, click on the “Billing” tab on the left side of the page. You will be directed to the billing page. Click on the “Auto-Rebill” box on the right side of the page and adjust it as needed.

How do I fund my account?

To fund your account, click on the “Billing” tab on the left side of the page. You will be directed to the billing page. Click on the “Fund Account” box on the right side of the page and adjust it as needed.

How do I adjust my credit card information?

To adjust your credit card information, click on the “Billing” tab on the left side of the page. You will be directed to the billing page. Click on the “Credit Card Info” box on the right side of the page and adjust it as needed.

How do I reset my password

To reset your password, login to your account and click on the “Settings” tab on the left hand side. Under the “User Settings” box you will see a button labeled “Update Password.” Click on it and follow the prompts.

How do i add additional email addresses?

To add additional email addresses, login to your account and click on the “Settings” tab on the left hand side. Under the “General Settings” box you will see a field that allows you to add an email.

How do I request a refund?

To receive a refund for a bad lead or call, Go to the dashboard and click on it. From there, click on the “Request Refund” button on the right side and follow the prompts. For more information visit our Return Policy.

How much time do I have to request credit?

You have 14 days from the time you receive the call to request a refund. All refunds will be in the form of promotional credits to apply to future calls.

If have any additional questions feel free to contact us at 877-323-7750