Finance, insurance & accounting
Trust is earned. Reviews prove it.
Financial advisors, insurance agencies, mortgage lenders, CPAs and tax preparers need trust before the first call. Eztorate builds it on Google, Trustpilot, BBB, ConsumerAffairs and LendingTree.
Pinnacle Tax & Advisory
How was your visit?
Tap a star to rate
Thank you! Would you share it?
It takes 30 seconds and helps us a lot.
- Review on Google
- Review on Trustpilot
Review on Better Business Bureau
We're sorry. Tell us what happened.
This goes straight to the owner, not a public site.
How it works for you
Ask at the right moment, route every answer.
A closed loan, a filed return or a paid claim is a natural moment to ask. One email with a rating, and happy clients publish their experience where prospects compare firms.
Clients with a concern reach you privately, which is where financial matters belong anyway.
When to ask
- 01Loan funded
- 02Tax return filed
- 03Policy issued or claim paid
Send a review email, or hand over a tap card. Both open the same rating page.
8 review platforms
Where finance & insurance customers read reviews.
Your rating page leads with the site that matters most and lists the others below it, so each customer can review where they already have an account.
Google Business Profile
google.com
The reviews shown in Search and Maps. The first stars most customers ever see.
Trustpilot
trustpilot.com
Open review platform with stars that can appear in Google Shopping and ads.
Better Business Bureau
bbb.org
Customer reviews beside your BBB rating and accreditation.
ConsumerAffairs
consumeraffairs.com
Buyer's guides and reviews for national brands and services.
LendingTree
lendingtree.com
Lender reviews from borrowers comparing offers.
Zillow
zillow.com
Agent, lender and property manager reviews on the biggest home site.
Yelp
yelp.com
Heavily read for local services and restaurants. Yelp asks businesses not to solicit reviews directly.
Facebook
facebook.com
Recommendations on your business Page, seen by customers' friends.
Need a site that is not listed? Any platform with a review page can be added. See all platforms
Playbook
Getting more reviews in finance & insurance that stick.
Ask after the result
Loan funded, return accepted, claim paid. Ask the day the good news lands.
Mind the rules
Registered advisors should check SEC and FINRA testimonial rules before featuring reviews in ads.
Lenders: use Zillow
Mortgage lenders can collect borrower reviews on Zillow and LendingTree, where rates are compared.
Tap cards
A review card for Pinnacle Tax & Advisory.
Your logo on a card with an NFC chip and a QR code. One tap opens your rating page, with the same smart routing as your emails.
Pinnacle Tax & Advisory
Tap to review us
Hold your phone near this card
How it works
Set up once, reviews every week.
Four steps. We do the setup, your customers do the rest.
- 01
Pick your platforms
Google plus the review sites your industry reads. We set up your rating page.
- 02
Add your customers
Paste in recent customers, or hand out tap cards in person.
- 03
They rate you
Every customer gets the same simple question and one tap to answer.
- 04
Reviews come in
Happy customers post publicly. Problems reach you privately to fix.
FAQ
Questions from finance & insurance owners.
Can financial advisors collect reviews?
Yes, under the SEC Marketing Rule, with disclosures if you use them in marketing. Check with your compliance team on how you display them.
Which platforms work for insurance agencies?
Google first, then Trustpilot and BBB for credibility. Independent agents also benefit from Facebook recommendations.
Get started
Turn happy customers into five-star reviews.
Tell us about your business and the review sites that matter to you. We will set up your rating page, your review emails and your tap cards.