October Is Medicare Open Enrollment See how you can sell more policies this year. #medicareadvantage #medicaresupplements #medicareopenenrollment #insuranceleads #medicareleads
SmartFinancial
Insurance
Newport Beach, California 14,618 followers
The Smart Way to Shop for Insurance.
About us
SmartFinancial is a leading digital insurance marketplace and one of the fastest growing insurance technology companies in the U.S. SmartFinancial is bridging the gap between consumers and insurance providers with data-driven insights powered by its proprietary technology platform, Insurance.io.
- Website
-
https://SmartFinancial.com
External link for SmartFinancial
- Industry
- Insurance
- Company size
- 201-500 employees
- Headquarters
- Newport Beach, California
- Type
- Privately Held
- Founded
- 2012
- Specialties
- Lead Management, Live Transfers, Insurance Leads, Inbound Marketing, Insurance Calls, Lead Generation, and Inbound Insurance Leads
Locations
-
Primary
4041 MacArthur Blvd
Newport Beach, California 92660, US
Employees at SmartFinancial
-
Kyle McBrien
Head of Strategic Business Development at SmartFinancial
-
Partha Pramanik
Finance, Marketing & Operations Leadership │ FinTech & InsurTech Expert | SaaS | Chess Player
-
Naeem Shariff
-
Michael Orefice
We match insurance shoppers with the right insurance products and professionals.
Updates
-
Our CFO Tom Bock recently sat down with CFO THOUGHT LEADER podcast, 1,024: From Overdrive to Insight: Lessons Learned in the Pursuit of Success, to talk about his professional journey, which led him to SmartFinancial and how it is one of 'smartest decisions' he has ever made. We are honored to have such an accomplished and thoughtful leader on the team! To hear the podcast -- https://lnkd.in/emmM76qg If you are interested in joining our amazing team, go to https://lnkd.in/gR4NGq2 to learn more. #cfoleader #insurancecareers #cfo #insurancethoughtleader #leadership #insurancecfo
Careers | SmartFinancial
smartfinancial.com
-
Hear SmartFinancial CFO Tom Bock Share Lessons in Achieving Success With Jack Sweeney You can listen to this episode on Apple Podcasts or your listening platform of choice. #jacksweeney #applepodcast #cfo #insuranceleaders https://lnkd.in/emmM76qg
1,024: From Overdrive to Insight: Lessons Learned in the Pursuit of Success | Tom Bock, CFO, SmartFinancial - CFO THOUGHT LEADER
https://cfothoughtleader.com
-
According to Riley Bamber, the Customer Service at SmartFinancial Is Tops “With other vendors, nobody checks in with me,” says Bamber. “All I have to do with my SmartFinancial account manager is email him, and he gets right back to me." #insuranceleads #customerservice #FarmersInsurance
Success Story: Rhiley Bamber of Farmers Insurance | SmartFinancial
agents.smartfinancial.com
-
5 Insurance Sales Tips Guaranteed to Boost ROI See what you can do today to see more sales. #ROI #insurancesalestips #insurancesales #insuranceleads
5 Ways to Increase Your Insurance Sales the Right Way | SmartFinancial
agents.smartfinancial.com
-
SmartFinancial Has the Recipe for the Perfect Call See how you can make a great impression and close with prospects. #insuranceleads #insurancesales #insurancecalls #success
Insurance Agent Strategy: Ensuring the Perfect Call | SmartFinancial
agents.smartfinancial.com
-
See Why This Farmers Insurance Agent Loves SmartFinancial Applegate raves about his account manager: "We go over my numbers every week and we tweak settings to get the type of calls I want.” #smartfinancial #insuranceleads #insurancesales #agentsuccess
Success Story: Cody Applegate of Farmers | SmartFinancial
agents.smartfinancial.com
-
Don't Just Buy Insurance Leads, Succeed With Them! See what 6 things you need to do before you buy insurance leads. #insuranceleads #insurancesales #success #sales #insurancemarketing
6 Things to Consider Before You Buy Insurance Leads | SmartFinancial
agents.smartfinancial.com
-
Following Up Is the #1 Task of Insurance Agents See why you can't give up so quickly. #insurancesales #salessuccess #insurancemarketing #insuranceleads #insuranceprospects
Insurance Sales: The Big Follow Up | SmartFinancial | SmartFinancial
agents.smartfinancial.com