Score Leads Faster with SmartFinancial Lead Management Templates

Want to impress potential clients with your speed and efficiency? Let Mailparser’s SmartFinancial lead management templates take your workflow to the next level. 

Save yourself hours of inputting data manually and build your dream client roster! 

SmartFinancial lead management

Insurance Agencies use Mailparser to…

Save Time

time management

Extract valuable data from incoming email inquiries and deliver it straight to your CRM or spreadsheet software with Mailparser automation.

Get Organized

get organized

Rather than wasting time constantly hunting through emails for important information, automate the process with Mailparser’s data extraction system, which finds and sends your data to one consolidated place.

Build Your Client List

reduce errors

 Mailparser helps you sort and prioritize clients, so you can address questions and needs as they come in without letting anything get lost in the email shuffle.


Manage Inquiries

score leads

Automatically categorize client information, so you can keep tabs on customer journeys. Ensure 100% data accuracy by automating the data process, keeping your business free from costly errors.

Grow Your Business

manage leads

 Your time is valuable. Spend it on more important responsibilities and let Mailparser take care of the grunt work. Up-level your business in record time! 

How It Works

Mailparser extracts data from emails you receive from SmartFinancial and other similar websites, such as EverQuote, Hometown Quotes, and Ramsey Solutions

Automate SmartFinancial lead management

Setting Up A Mailparser Inbox

To get started with our SmartFinancial Lead Management Parsing Templates,

  • Create an Inbox for each type of email you receive from SmartFinancial.
  • Add an Inbox Name, Category, and any Notes.
  • Upload a few sample emails, either via manual upload or from email forwarding.
  • Next, Select “Try Automatic Setup” from the “Parsing Rules” section.

Follow These Steps For Blazing Fast Data Extraction

Step 1: Choose a Sample Email
Choose a sample email from the dropdown

Step 2: Choose a Category
Select the category that best describes your sample email to find the closest template to your emails, then watch as Mailparser pulls data with complete accuracy.

Step 3: Select a Template
Mailparser will automatically select the correct parsing template for you. If your sample email matches more than one template, then you’ll be able to select the template that matches your needs better.

Step 4: Start with this Template
Select the “Start with this Template” Button and all of the emails in this inbox will enter the parsing queue, extracting data in just seconds. All subsequent emails added to this inbox will automatically be parsed based on the template you have chosen. 

Find SmartFinancials leads

Save Time on SmartFinancial Lead Management with Mailparser

Spend more time with clients and less time checking emails with Mailparser’s
SmartFinancial Lead Management Parsing Templates. 
Automatically extract potential candidate data from your inbox, no coding knowledge required!

Key Benefits

Seamlessly Extract Data From Email Inquiries

Looking for a way to save money and cut out excess time waste? Mailparser streamlines your communication channels, so you can respond to potential clients faster and organize all your data into a single high-value database.

Getting started is simple! Choose the data you want to parse from your emails and extract it automatically using our simple parsing rule templates. Use our pre-made
SmartFinancial Leads template or write your own. 

Manage SmartFinancial leads with Mailparser
SmartFinancial recruit lead management

Transfer Client Information Directly to CRM or Spreadsheet

Parsed email data from incoming SmartFinancial emails can easily be downloaded as an Excel file, exported to Google Sheets, or sent to your CRM or cloud app

With Mailparser’s numerous integrations, it’s easy to incorporate this simple tool into already established business processes.

Speed Up Your Workflow and Close the Deal Faster

Gain back hours in your work week, while guaranteeing that potential clients inquiries get addressed as quickly as possible. Outpace the competition with less work! 

SmartFinancial lead management templates

Save Time on SmartFinancial Lead Management with Mailparser

Spend more time with clients and less time checking emails with Mailparser’s 
SmartFinancial Lead Management Parsing Templates. 

Automatically extract potential candidate data from your inbox, no coding knowledge required!