WealthSmyth Importer makes it fast and easy to import your phone contacts into WealthSmyth. Start building your financial agency with the contacts you already have.

GET STARTED:
→ Sign In with your WealthSmyth credentials, or
→ Sign Up at wealthsmyth.ai to get started.

WHAT YOU CAN DO:
• Import contacts with just a tap
• Filter and tag contacts for smarter follow-ups
• Stay organized — no more spreadsheets and sticky notes
• Learn to reach out without feeling pushy or salesy
• Share and collaborate with your trainers on WealthSmyth

NEED HELP?
Start a chat with us on wealthsmyth.ai.

ABOUT WEALTHSMYTH AI
WealthSmyth AI is a life insurtech reimagining how life insurance and annuities are bought and sold using artificial intelligence. Our all-in-one sales platform helps independent agents, distributors, and carriers collaborate like never before, delivering a seamless, consumer-quality experience across web and mobile.

WealthSmyth empowers agents to find their ideal clients, collaborate with team members, run their playbook consistently at scale, manage deals across multiple carriers, and build their book of business. By raising the best-interest standard for clients, we’re transforming life insurance distribution to better serve families and communities.

Terms of Service and Privacy Policy can be found here: wealthsmyth.ai/resources/legal-center/