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Business Profile

Insurance Agency

SmartFinancial

Headquarters

This business is NOT BBB Accredited.

Find BBB Accredited Businesses in Insurance Agency.

Reviews

This profile includes reviews for SmartFinancial's headquarters and its corporate-owned locations. To view all corporate locations, see

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SmartFinancial has 3 locations, listed below.

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    Customer Review Ratings

    4.23

    Average of 97 Customer Reviews

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    Review Details

    • Nakia D

      Date: 12/16/2024

      Nakia D

      Date: 12/16/2024

      I was searching for health insurance and before I could finish my search,they were calling. They continue to call after I let them know I didn't need their assistance. They're still calling. I've tried blocking, somehow they call from a different number. PLEASE STOP BEING ANNOYING AND CALLING MY PHONE. FYI,THAT IS NOT PROFESSIONAL!

      SmartFinancial

      Date: 12/17/2024

      We are sorry to hear about your experience. Once you submitted your quote request, we sent your information to a total of three licensed agents in order to get you accurate estimate for your health insurance. These agents connected with you over the phone to go over your coverage needs. Please email your phone number to ************************************************************ so we can place you on our internal DNC list and have your information removed from our database. Thank you and Happy Holidays, The SmartFinancial Team

    • Quinn C

      Date: 11/21/2024

      ******* *. is the most professional, experienced, charismatic and accommodating individual I have ever worked with. She has exceptional customer service skills and exemplary communication. She definitely deserves a raise. Thank you for all your help and support *******!!! You are simply the best!!!

    • Elizabeth J

      Date: 08/29/2024

      The leads are cheap and include all the data needed! These are by far the best leads *** ever purchased and *** purchased from SEVERAL other companies! Www.Smartfinancial.com is where its at 100% Jairus is my account manager and he takes such great care of my account, always in touch and on top of things! I would do 6 stars if I could!

    • Lauren R

      Date: 08/22/2024

      This has been a been a game changer for our agency. ******** is a pleasure to work with.

    • alex m

      Date: 08/14/2024

      ************************* is my rep and ** really happy so far! The customer support is point and the company seems very organized.

    • Dylan C

      Date: 07/25/2024

      ************************* will go above and beyond for you as an account manger. ********************** is the only lead vender I have used that I could truly consider as a partnership. Its the first "internet lead" I have used that I didn't feel was a waste of time to work on. **** and Smart Financial have played a significant role in the growth of my agency.

    • Dan B

      Date: 07/22/2024

      Lead quality has been very good and ************************* has been a great resource for me and my team. He continues to follow up after the sale.

    • Sush K

      Date: 05/13/2024

      They keep calling back ( 4 times now) asking to verify the information and then claim no agent is available. This is a scam is some kind. Please do not reach out to this company with your number and details. Red flag.

    • Bethany O

      Date: 04/16/2024

      Smart Financial has been a valuable tool in getting my agency started. Leads are quality and return policy has been fair. It helps that I have an amazing account manager as well. **** ******** is supportive and always shares in my successes; listens to my stories and helps with advice on making the most of my lead money. Highly recommend!

    • Holly S

      Date: 04/11/2024

      Smart Financial has been one of the most reliable lead vendors that I have worked with over the years, albeit a bit pricey. They have a fair return policy which helps offset the price. My account manager is easy to work with and consistently reaches out to make sure the product is working for our needs. Great company!

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