SmartFinancial
Insurance,
Auto Insurance,
Home Insurance,
Life InsuranceHours:
4041 MacArthur Blvd Ste 210, Newport Beach CA 92660 Hours
About SmartFinancial
SmartFinancial is a highly regarded lead vendor known for its exceptional service and quality leads. Clients appreciate the dedicated account managers who regularly check in to ensure optimal performance and address any needs. Reviewers highlight the professionalism and attentiveness of team members like Amber, Nick, Rober, and William, who provide consistent support and valuable insights, especially in a challenging market. The platform allows users to pull different leads from the web and vet various areas to maximize profit. Many clients report a steady flow of quality leads and commend the ease of communication and responsiveness from their account managers. Overall, SmartFinancial is recommended for anyone seeking reliable live transfer leads and personalized assistance.
Most Recent Reviews
April 2026
Isela Avila is great!! She is very knowledgeable, and has helped our office greatly in hitting our goals. She's also super on top of things and gets back to us almost immediately on any issues or questions.
February 2026
Jake helped me get our account all set up. He made sure I understood my different options and was great about helping me understand which options fit what I was actually looking for. Super excited to start working with them!
February 2026
I've been using them for over a year and my account representative was great. I've recently been assigned a new rep and I'm still working on learning the new site they just launched. Hoping it still works out great for our agency.
More Comments(139)
You May Also Like
- Newport Beach, California
