Smart Agency Tools

Digital Marketing & Lead Generation Tools for Insurance Agencies


Join now for grandfathered access to all modules. Future users will be required to purchase modules via al la carte. 



Markit Pulse

Local SEO Data Analysis

General SEO Data Analysis

Scheduled Support Access

External Agency Benchmarking 

Optimized Digital Ad Campaigns* 

40% off Google Ad Management*

Beta Access to New Features

*Requires optional upgrade. 

Consolidate your performance metrics

One Place To See It All

To simplify your efforts, we help you gather your digital marketing data including your search, ads, social media and more, and consolidate everything in one easy to use place.

Markit Pulse

Our Markit Pulse module allows you to keep your thumb on the “pulse” of your marketing efforts. It also allows you to benchmark your agency against your peer group. With this apple to apple comparison, using the exact same data points, you’ll see exactly how you compare to other agencies. 

Track Events

At a quick glance see the calls and submissions for your agency.

Track Events

Track User and Search Sources

Knowing how prospects and customers are finding you allows you to direct your efforts where you get the most bang for your buck. 

Track User and Search Sources

See where your calls and submissions originated

Dial in your efforts to improve your highest converters and make adjustments to increase others. 

See where your calls and submissions originated

Agency Benchmarking

Benchmarking allows you to compare your statistics to that of a peer group.

These insights show how you stack up against other agencies and where you need to make improvements. 

Agency Benchmarking

Keeping Vendors Honest

Honesty Is The Best Policy

There are a lot of great website and marketing vendors out there. We even use some ourselves. But if you’re not immersed in the digital world everyday, its hard to know if you’re getting what you’re paying for. Our tools help show you if work is being performed on your behalf.

Search Engine Optimization

With our General and Local SEO Modules, you’ll gain valuable insight into the health of your website. This information will help show you what areas of  your website to improve to increase your online visibility. 

Improve SEO

Improve SEO

Learn how to improve your website’s SEO to increase your visibility. 

Identify Site Issues

Identify and address issues yourself or with your website vendor before it affects traffic. 

Don’t have a vendor? Schedule a consultation right in your dashboard if you get stuck.

Identify Site Issues

Website Health

Website Health

Keep track of your website’s health score and status. Quickly see if your site is improving. 

Optimized Digital Ads

Skip The Trial & Error Part

We spent years and a lot of money optimizing ad campaigns to generate leads for national lead vendors. Skip that step with our optimized campaigns.

Digital Ads

Google Search Education

Google Search Education

Gain knowledge to DIY or get help from the pros to boost your position and traffic. Our Digital Ad Team includes former Google engineers, some of which actually helped build the original Google Ad infrastructure.  

optimized ad Campaigns

Save time with optimized ad campaigns out of the box. Our Ad Team can help you save years of trial and error. 

Optimized Ad Campaigns

Display Ads

Display Ads

Take advantage of the the screens in everyone’s pocket and on their wall. Get in front of your target demographic across multiple platforms and devices.  


Smart Insurance

PO Box 3215
Mooresville, NC 28117
Email Us

©Smart Insurance Services LLC – All rights reserved.

Get Started

Access our Markit Pulse Dashboard, Site Reports, Website Audits, Educational Content and more.

Engagement Form Lists

Each engagement form listed below is included in its corresponding suite. All forms are included in both Enchilada Campaigns.

  • Auto
  • Boat
  • Home
  • Life
  • Motorcycle & RV
  • Umbrella
  • +Bonus Forms
  • Builders Risk
  • Commercial Auto
  • Commercial Property
  • Commercial Umbrella
  • Cyber Liability
  • Directors & Officers Liability
  • General Liability
  • Professional Liability
  • Workers Compensation
  • +Bonus Forms
  • Personal Lines Forms
  • Commercial Lines Forms
  • +Bonus Forms
  • Policy Change
  • Contact Us
  • Evidence of Insurance
  • Certificate Request

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