Agency Tools

Digital Marketing Intelligence and Analytics for Insurance Agency Marketing

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Discounted for a limited time!


$39/mo $69/mo

Markit Pulse (Google Platform Support and Consolidated Reporting)

Group Benchmarking 

General SEO Data Analysis

Local SEO Data Analysis

Scheduled Support Access

Optimized Google Ad Campaigns*

Beta Access to New Features

*Additional Cost

Consolidate your performance metrics

One Place To See It All

One simple snapshot to see your site traffic, phone calls, quote requests, user behavior, ads, map listings, and more.

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 apples to apples comparison, using the exact same data points, you’ll see exactly how you compare to other agencies. 

Track Events

Our custom tracking shows how prospects are trying to engage with you- calls, quote requests, forms, etc.

Track Events

Agency Tools - custom contact tracking

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. Learn which channels are sending you the most traffic.

Track User and Search Sources

See Ad data in the context of all other interactions.

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

See ad data in the context of all other interactions

Agency Tools - Google Ad KPIs

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, so you can see where there is room for improvement. 

Agency Benchmarking

Enhance Collaboration

Learn to ask the right questions

There are a lot of great website and marketing vendors out there, but it’s important to be a good collaborator in order to get the most bang for your buck. Being able to measure results independently allows you to determine your objectives and monitor the progress- no matter who is doing the work.

Search Engine Optimization

With our SEO Modules, you’ll gain valuable insight into the health of your website and the performance across the major search engines.  Track dozens of keywords and compare your rankings to your top 5 competitors. Use the link checker to see where your competitors are getting their most powerful referral links from so you can pursue similar relationships.

Insurance Agency Marketing - SEO keyword tracking

Keyword Tracking

See how your keywords are performing across multiple search engines.

Identify Issues hindering Performance

Google ranks your website, in part, based on how efficiently their robots can see and understand what’s on your site- and how efficiently your site loads and performs when people use it.  Improving certain technical aspects of your site can boost your rankings, so you need to know if something isn’t configured properly- even if you hire someone else to fix it.

Identify Site Issues

Insurance Agency SEO - site audit

Website Health

Insurance Agency SEO - site audit score

Website Health

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

Competitor Backlinks

Insurance Agency SEO - Competitor Links

Competitor Research

See which sites are linking to your competitors…but not to you.

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 Ads

Insurance Agency Marketing - Google Search Ads

Google Ads - Optimized and ready to run

Get insider tips from the learning center…or utilize our Digital Ad partners, that are certified Google Ad vendors with pre-configured ad copy and strategies ready to deploy on your behalf.  

Display Ads

Insurance Agency Marketing - Google Display Ads

Display Ads

Many people are familiar with search ads, but few recognize the value of display ads.  These are 21st century billboards in your palm and they are a fraction of the cost.  Your ads can target specific demographics or users who have recently researched topics related to your products and services.


Smart Insurance

PO Box 3215
Mooresville, NC 28117
Email Us

Smart Insurance - Agency Tools

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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

Coming Soon

Check back later for news on upcoming tools and features.