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December 2023 by G. Jerry S.
Having left Smart Finacial, and returned in 2023, working with Sam, she has made my reintegration more understanding than before. ROI, offers potential growth opportunities.JerryAgency OwnerFarmers Insurance
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December 2023 by Jeff B.
After posting my last review they finally handled my refund, the customer service is horrible. They make it seem like they are doing you a favor by refunding the money they took. They even told me removing my review was a requirement to get my refund. I will never recommend this company to anyone.
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December 2023 by Camden Snarr
Using Smart Financial has really helped me take my business to the next level. Eric Acevedo is my account manager and we have weekly reviews where he is able to breakdown my growth and show me how to utilize the leads to the best of my ability.
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December 2023 by Jeremiah Kim
I was hesitant to join with SmartFinancial due to past experience with other providers of their product. But Jeff was very knowledgeable and provided a great demonstration of their service.Glad I decided to try it. Jeff has been fantastic and attentive and we have been receiving calls from folks that are interested in the products that I provide.Very pleased and I do recommend.
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December 2023 by Terrance Ware
Bill is just the best. In the past I’ve had poor experiences with other companies that are in the same field as Bill’s company. And now I know it’s because they aren’t Bill. He goes above and beyond the call of duty and deliveries on everything that he commits to. In a nutshell, Bill doesn’t miss. If you’re looking to increase sales efficiently. Look no further. I can’t say enough about how dedicated Bill is, to his mission. You won’t regret letting him help you be successful in sales
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December 2023 by Troy Darling
Mike is very thorough with communicating everything I need to know about my account. The leads are effective and help us grow our business! I would highly recommend using Smart Financial.
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December 2023 by Ian Lindquist
Amber Wright is Awesome! She is super helpful, and she is great at following up. 10 out of 10 would recommend working with Amber and Smart Financial.
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December 2023 by Taylor Davison
Eric from Smart Financials has been a game changer. He is so caring! He helps me as much as he is able and I would refer anyone looking for leads and some guidance to him!
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December 2023 by Elizabeth Rider
We love using Smart Financial. We really love the support we get with our weekly breakdown. Shane is amazing. We couldn't be happier with the service we get. Oh.. and GREAT LEADS!
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December 2023 by Lisa Brennan
I’ve been working with Shane for several months now and the leads he has provided have been outstanding. I’ve worked with every lead provider under the sun and the leads were all garbage. We are now closing about 30% of all the leads he sends. I’m glad I gave Smart Financial a try! Shane has great follow up too. He’s been a pleasure to work with!
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November 2023 by Max Hart
Simon Blanco with Smart Financial has been a game changer for our insurance agency. He has been very helpful and involved in tailoring our lead generation needs to fit exactly what we need. I would highly recommend him and Smart Financial to anyone.
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November 2023 by Austin Smith
I've been working with the smart financial team now for about 2+ years the relationship has been great since day 1. My dedicated account rep Amber wright has been fantastic, she dedicated and is always searching for ways to mold there systems and capabilities (producing leads) to help improve my processes within my business. Always accommodating my needs and appreciate the ongoing support & partnership
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November 2023 by jimmy Ruston
I Really have enjoyed working with Victor Yuengling at Smart Financial. Victor is very easy to get a hold of and always there for you. Victor and his team are very dedicated to making sure you are taken care of as well as making sure you have the best quality chance to close leads. I would highly encourage anyone looking to take their business to the next level to seriously consider Victor at smart Financial.
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November 2023 by Jordan James
I have been purchasing smart financial leads for around a year now and i’ve had really good luck with them. Most of the leads that come in are very high quality and the account managers are super helpful and ready to get things done. My account manager is Mike and he’s great. The leads are also not a bad price for what you get. Some of the best leads i’ve ever bought and great customer support. Very helpful people.
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November 2023 by Shalynda Perry
Smart Financial has been my go to lead source for over a year. My account manager Casey Sullivan is always there and willing to help take my business to the next level. It’s a win for everyone involved.
