Last Updated
Overview
Contactability helps insurance agencies connect with pre-qualified prospects through real-time call transfers, lead verification, and flexible delivery options. While some users report occasional irrelevant leads, its intuitive dashboard and responsive support make it well-suited for small to mid-sized insurance teams focused on consistent lead flow.
Contactability Specifications
- Lead Management
- Sales Pipeline Management
- Contact Management
- Sales Automation
Contactability Features
Finds Customers
The software locates high-intent insurance customers while they are actively shopping online. Users are prompted to complete a detailed 35-question application, capturing information about current coverage, preferences, and contact details. This process ensures that the leads delivered are pre-qualified and relevant for insurance agencies.
Verifies Intent
The platform screens and verifies collected consumer information using third-party services including LeadiD/Jornaya, xVerify, RealValidation, along with a proprietary human verification process. This multi-layered approach ensures that the data is accurate, high-quality, and reflects genuine customer interest, minimizing wasted outreach efforts for insurance providers.
Lead Delivery
The software instantly delivers pre-qualified prospects to agencies through multiple channels including leads, calls, or clicks. Each contact is ready for a quote, allowing insurance teams to engage with interested customers efficiently. The delivery process is designed to match prospects with the most effective conversion method.
Pros And Cons of Contactability
Pros
High-quality, pre-qualified insurance leads
User-friendly dashboard and navigation
Responsive and helpful customer support
Cons
Some leads contain invalid information
Out-of-state calls received sometimes
Contactability Reviews
Total 7 reviews
4.9
All reviews are from verified customers
Rating Distribution
5
Stars86%
4
Stars14%
3
Stars0%
2
Stars0%
1
Stars0%
Share your experience
Patricia H.
Insurance, 1-10 employees
Less than 6 months
“user friendly with helpful reporting”
Pros
New leads show up right inside the app and also arrive by email which is really convenient. The platform is very simple to navigate, feels extremely user friendly and the reporting is solid.
Cons
One thing I'd like to see improved is how notes are handled in the lead record. If they already save there, it's not clear where to find them.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Laurie C.
Insurance, 1-10 employees
Less than 6 months
“Clear navigation”
Pros
Starting off with this product was very easy and it's been simple to navigate. The setup process was also really easy thanks to the step-by-step guidance from our advisor.
Cons
At this point, I haven't come across anything I dislike about the service.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
8
Functionality
9
Alissa G.
Insurance, 1-10 employees
Less than 6 months
“responsive lead returns and quick wins”
Pros
Buying leads has usually been frustrating because the quality is often hit or miss and getting a response when trying to return them can be just as bad. After using SmartFinancial leads for nearly two weeks though, I've been genuinely impressed. We've definitely had a few leads that weren't good but their customer support has been responsive and those leads were returned quickly. Up to this point, things have gone really well and we've already closed several accounts in a short period of time.
Cons
The one thing I'd like to see is an identifier for Spanish speakers.
Rating Distribution
Ease of use
8
Value for money
7
Customer Support
8
Functionality
9
Frequently Asked Questions
What types of pricing plans does Contactability offer?
Contactability price plans start at approximately $25/user/month, based on third-party estimates. The vendor customizes pricing depending on lead volume, delivery method (leads or calls), and agency size. Get a detailed Contactability cost breakdown tailored to your specific requirements.
Does Contactability have a mobile app?
No, Contactability does not offer a dedicated mobile app.
What language does Contactability support?
Contactability primarily supports English.
Does Contactability offer an API?
Yes, Contactability offers an API.
Who are the typical users of Contactability?
Contactability features are used by people across industries such as auto insurance, home insurance, life insurance, renter insurance, commercial insurance, and health insurance.
What level of support does Contactability offer?
Contactability offers support through phone, email, and blogs.
What other apps does Contactability integrate with?
Contactability integrates with multiple platforms such as Blitz, LeadiD, Jornaya, XVerify, and RealValidation.