• ContactAbility

ContactAbility

Overview

ContactAbility has a rating of 3.67 stars from 172 reviews, indicating that most customers are generally satisfied with their purchases. Reviewers satisfied with ContactAbility most frequently mention customer service, account manager, and great company. ContactAbility ranks 3rd among Insurance Other sites.

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What reviewers want you to know

Positive highlights

  • He has excellent customer service skills and responds to my concerns very quickly.

Critical highlights

No critical highlights yet

How would you rate ContactAbility?
Top Positive Review

“Outstanding Service”

JOSIAH S.
4/16/21

We have been working with Smart Financial for a little over a month now and all I can say is wow! Our account Manager April is attentive to our needs and always answers our emails and calls in a timely manner. April has helped us grow our business by 16 households in the last month. I would highly recommend Smart Financial to anyone who is interested in Web Leads.

Top Critical Review

“WORST LEAD COMPANY EVER!”

John S.
1/19/23

Absolutely do not waste your money with this company I mainly did the live transfers and never sold one of them. I got charged for leads when I was on the other line and didn't answer the phone and was also charged and not given a refund for a live transfer that wasn't even looking for health insurance. The reason for the denial was that I hadn't taken enough of their horrible leads. The office I work in bought over 1000 of their data leads and not one of them sold. I even had every filter that they had on and I was still getting crap leads. This company is a joke!

Reviews (172)

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Reviews that mention popular keywords

customer service (27)
Thumbnail of user josiahs33
1 review
0 helpful votes
April 16th, 2021

We have been working with Smart Financial for a little over a month now and all I can say is wow!

Our account Manager April is attentive to our needs and always answers our emails and calls in a timely manner. April has helped us grow our business by 16 households in the last month.

I would highly recommend Smart Financial to anyone who is interested in Web Leads.

Tip for consumers:
Ask for April to be your account manager.

Products used:
Live leads, Paper leads, etc

Service
Value
Quality
Thumbnail of user alissag1
2 reviews
17 helpful votes
June 4th, 2020

We have been working with this company for a few weeks now and so far so good. From the start, they have been very responsive, available, and helpful. The leads have been good quality and when they aren't we have received credit for them. I am impressed so far and look forward to continuing our relationship as long as the leads are similar. My account manager Ryan has been great as well. We closed several leads within week one and week two looks great as well.

Thumbnail of user nickt288
1 review
1 helpful vote
August 7th, 2020

The insurance industry is changing, and if you haven't started utilizing a lead vendor yet, I'd recommend getting one asap. Contactability/Smart Financial is a great place to start! Our industry is data driven these days, meaning you won't always earn a prospect's business on the first attempt. However, as long as you still have their contact info (prospect data) and permission to follow-up, you may win over the prospect on your 5th, 6th or even 7th attempt. Contactability provides the ability to maintain a prospects data and buy additional leads at your own pace. They come with account managers that actually want to see you win, not just sell you more junk leads. Worth a try if you're in the market for a new lead vendor!

Thumbnail of user vikm3
1 review
0 helpful votes
July 8th, 2020

I started using Contactability a. K. a SmartFinancial since May 2020 and received so many good leads thru them. Their customer service is really awesome. Very friendly to work with and prompt service is a key. I compared SmartFinancial to other lead generation companies in the market and they stood out the BEST.

Thumbnail of user atula10
1 review
0 helpful votes
June 4th, 2020

Excellent customer service and product quality. Like the quality of leads provided. Also, Ryan, our rep, has been very responsive to our request. A good company to work with if you are looking for leads for your insurance business.

Thumbnail of user mitchw37
1 review
0 helpful votes
November 25th, 2019

I am new to this service & company and was assigned to account manager Marques Williams.
When starting something new there are always bugs to iron out and adjustments to be made before the client (Me) is happy with the product they are receiving.
Marques Williams has been extremely helpful and always available by phone whenever I've had questions or concerns.
We are working our way, as a team, towards finding the right mix of services that will satisfy my needs and grow my business.

Thumbnail of user davel364
1 review
0 helpful votes
November 10th, 2019

Karl makes Smart Financial a success within my agency. SM is a big part of us growing our agency in obtaining raw new customers. He works hard in making sure we get good qualified leads that meet our filters. Always easy to get on the phone when needed.

Thumbnail of user walters243
1 review
0 helpful votes
May 5th, 2020

In the insurance industry, the need for leads (good) is the life blood of an agency. With ContactAbility the process has been made easy with outstanding agency support. The assignment of a knowledgeable Account Manager whose dedicated to seeing you succeed is a game changer for me.

Thumbnail of user karie18
1 review
0 helpful votes
March 21st, 2020

I enjoy the personal service with an individual representative, Rikki. The lead source so far has been of good quality. I have utilized other lead sources in the past without good results. A colleague referred this company and I have been very pleased.

Thumbnail of user robg160
1 review
0 helpful votes
June 12th, 2019

I have been working with Rikki for a few months now, and he has been great. He is always reaching out to see how things are going with the leads and the business overall. If I am ever having an issue, he takes the time to try and help resolve it if he can, where with other lead companies you are not going to receive that type of service. Also, SmartFinancial/Contactability has the best return/refund policy of any lead company out there, no question about it. Solid company and I would definitely recommend getting your leads from them.

Thumbnail of user ericg591
1 review
0 helpful votes
June 22nd, 2020

It is great to have a lead source with someone to call if you have questions. Nicholas Gay is great to work with and is always helpful. The leads are great and provides people during this pandemic.

Thumbnail of user andresal
1 review
1 helpful vote
June 26th, 2019

Daniel was a great big help to me. He even gave me some marketing tips that were very beneficial to my company. It has been a while since I signed up with a company that truly care about you and your company and not just the sell, and Daniel made me fell welcome and honored. If anyone ask I recommend that you sign up with SmartFinancial. You will definitely be satisfied with the process and service.

Thumbnail of user johnf1776
1 review
0 helpful votes
January 5th, 2020

Good company to work with. Provide a lot of support with a system that is easy to use. I have had success with them.

Thumbnail of user lilias15
1 review
0 helpful votes
September 15th, 2020

Best auto leads I have purchased in my 10year career with insurance. They have the best customer service and best return lead policy!

Thumbnail of user johnt949
2 reviews
1 helpful vote
March 9th, 2019

They are on top of their business. I get refunds, as needed, within 30 minutes. Great company to work with and you get what you ask for.

Thumbnail of user mitchellp29
1 review
0 helpful votes
December 14th, 2019

I love working with Smart Financial and the team there. Karl my account manager hooks me up and stays in touch. HIGHLY, highly recommend using smart financial for either live transfers or leads. Great company and great product! Two Thumbs up!

Thumbnail of user hs138
1 review
0 helpful votes
May 15th, 2019

We have been using this company for live calls and have tremendous success with them. We have closed as many as 2 policies per call per day! No joke! Highly recommend Rikki Torres, he makes your onboarding experience so easy and spends the time to help you maximize the dollars you put into these opportunities.

Thumbnail of user leeb315
1 review
0 helpful votes
June 9th, 2019

No lobbies leads are in real time period it is up to you how you will work them and that's all anyone could really ask for.

Thumbnail of user marcusv18
1 review
0 helpful votes
March 14th, 2019

Good leads, great account rep, easy to use interface. I have had no problems with refunds if they are reasonalble.

Thumbnail of user carolk225
1 review
0 helpful votes
March 10th, 2019

I have only been using this lead generation for a week, but I have already written 2 new insurance policies. Not every lead is something I can, or want to write insurance for, but overall the leads are good. And I actually have more than I can handle.

Overall I am a very satisfied customer, and would recommend the company to others.

Thumbnail of user joshuak106
1 review
0 helpful votes
March 21st, 2019

Contactability has been a great resource as an agent. I've received several quality leads from them.

Thumbnail of user joelr109
1 review
0 helpful votes
July 10th, 2019

I have been using Smartfinancial/Contactability leads for approximately 6 months and we have seen some great success. Rikki Torres is my account rep and he's awesome to work with!

Thumbnail of user ivand38
1 review
0 helpful votes
November 29th, 2017

I use ContactAbility's direct phone transfer leads and I love the fact that they pre-screen the calls to my specifications and they spend a lot of time walking me through their real time responsive dashboard. It's an excellent lead provider that I highly recommend for volume lead buying and for running a call center life insurance operation. The best part though is the customer service, I have a great account manager that provides me with same day responses and picks up the phone when I call. I highly recommend.

Thumbnail of user teda42
1 review
0 helpful votes
July 30th, 2018

Contactability offers direct phone transfers of interested insurance shoppers. Real people shopping right now. Not the old resold leads we in the PC business have come to know and despise. Very quick ROI within first couple of months.

Thumbnail of user matthewd198
1 review
1 helpful vote
November 16th, 2018

The team will do whatever it takes to keep their clients happy. I've had other companies tell me that they can't control what people put online. Contactability let me know they wouldn't want to lose my business over a client that lied. That's when I knew I would be working with them.

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From the business

Contactability provides lead generation and lead management tools for small businesses. We also help insurance shoppers connect with local service providers. We currently service Insurance and Home Improvement categories.

We offer an easy to use insurance crm and a LeadSite to help companies generate leads and convert to sales.

Company Representative

Thumbnail of user michaelo21
Michael O.
Typically does not respond to reviews

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