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New SmartFinancial integration

July 19, 2023 by ClientCircle

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At ClientCircle, we love partnering with other tech companies to help you grow your agency. We recently added a new integration with SmartFinancial.

Here’s how it works:

If you’re part of the SmartFinancial network of insurance agents, you can turn on the integration in just a few steps. Prospects will automatically download into ClientCircle as they come in from SmartFinancial. We’ll also help you keep track of mobile opt-ins automatically for these prospects.

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Convert more prospects

As new SmartFinancial leads are added to your account, you can kick off custom campaigns for them. We have several pre-written prospecting campaigns available or you can easily create your own.

Use our Journeys relationship management tool to create automated campaigns spanning email, text and even handwritten cards. With Journeys, you can notify employees when they need to give a SmartFinancial prospect a call or take other action. You can even view the success of your journey on a dashboard that updates in real time. Here’s more about how to build a journey in ClientCircle.

Whether you choose to customize your prospecting templates or start from scratch for SmartFinancial leads, our account management team will be here to help you reach your goals.

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