Finsure integrates new revenue stream into CRM

The referral service sees brokers paid commission for customer's connection of gas, electricity and broadband

Finsure integrates new revenue stream into CRM


By Madison Utley

Through partnering with a digital bill comparison provider, an aggregator has integrated an additional revenue stream for its broker members into its customer relationship management (CRM) platform. 

According to Finsure general manager of aggregation, Simon Bednar, the new arrangement with SmartMe enables brokers to be paid commission for their customer’s connection of gas, electricity and broadband.

“We are very pleased to have this additional service provided to Finsure brokers so they can offer diversified services to their customers, particularly given the current difficult environment as a result of the global COVID-19 pandemic,” said Bednar.

“Not only does Smart Select allow brokers to diversify revenue, it will also help them to provide further value to their clients beyond just arranging finances.”

The SmartMe option will be white labelled as ‘Smart Select’ on the group’s Infynity CRM platform.

“We want to empower Finsure brokers to be the trusted partner throughout the home buying journey. We hope Smart Select will be another game-changer," said Bednar.

Finsure launched Infynity last year to help sustain the continued expansion of the group’s network of more than 1,700 brokers.

“The Infynity software has been one of the key developments in the history of Finsure,” said Bednar.

“All Finsure brokers can get their business needs addressed under the one roof.”

SmartMe CEO Brian Tapp has also expressed excitement over the new arrangement.  

“SmartMe strives to set the bar internationally for B2B comparison services and we’re thrilled to partner with Finsure to deliver this industry-first service to their brokers, through what is a very impressive Infynity CRM platform,” he said.

“Helping customers compare or connect their services is just the start. Providing an ongoing service that enables them to easily access their latest bills, receive market offers for numerous utility services and permanently stay on top of their bills, constantly reaffirms the value their broker is providing.”

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