Insurance Agent
Database & Portal
Built by a team of experienced industry veterans, our Insurance Professional (agents and non-producers) solution provides information on over 2.05 million insurance professionals and the firms with which they are associated.
WHY
Use our detailed data points, including our multiple points of contact, to effectively identify, target and reach Insurance Agents for marketing and recruiting efforts. Or, add to your current database of information for a more robust and complete view of Insurance Agents and Firms.
HOW
Access information through our proprietary web portal, or use our Team to provide the information, reports and / or files you need.
Use our detailed data points, including our multiple points of contact, to effectively identify, target and reach Insurance Agents for marketing and recruiting efforts. Or, add to your current database of information for a more robust and complete view of Insurance Agents and Firms.
HOW
Access information through our proprietary web portal, or use our Team to provide the information, reports and / or files you need.
Our Data - By The Numbers
Please contact us for a complete listing
of over 80 data points including:
2.05 M Licensed Professionals - Agents & Non-Producers
1.24 M Professionals with at least one Valid Email Addresses
1.76 M Professionals with at least one Phone Number
12.8 M Carrier Appointments
298 k Professionals with active Securities Licenses (RR an/or IA)
of over 80 data points including:
2.05 M Licensed Professionals - Agents & Non-Producers
1.24 M Professionals with at least one Valid Email Addresses
1.76 M Professionals with at least one Phone Number
12.8 M Carrier Appointments
298 k Professionals with active Securities Licenses (RR an/or IA)
We have relevant and unique information:
Multiple data points to cleanly define Independent or Captive Agents
Insurance Agents holding a Finra License
Affiliated BD classifications such as Independent, Regional and Wirehouse
Licensed Insurance Professionals not assigned an NPN
Up to three email addresses and phone numbers
Non Producers other than Adjusters
Rolled up Carrier Information
Summarized Licensing Information
Clean email addresses - we don't guess
and more
Multiple data points to cleanly define Independent or Captive Agents
Insurance Agents holding a Finra License
Affiliated BD classifications such as Independent, Regional and Wirehouse
Licensed Insurance Professionals not assigned an NPN
Up to three email addresses and phone numbers
Non Producers other than Adjusters
Rolled up Carrier Information
Summarized Licensing Information
Clean email addresses - we don't guess
and more
Our Services
CRM integration
Customized Reporting and Report Delivery
Data hygiene
Data matching and appending
Digital marketing/email campaigns
Lead report generation
Team Access for consultation and assistance
with targeted searches
Customized Reporting and Report Delivery
Data hygiene
Data matching and appending
Digital marketing/email campaigns
Lead report generation
Team Access for consultation and assistance
with targeted searches
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We cross reference data points between all our databases, cross pollinating each enabling us to provide even more consistent and accurate information.
Our proprietary web portal is easy to use and intuitive, enabling you to target the professionals you most want, whether your search criteria returns 100 Agents, or 100k. We have professionals in our database you most likely have not targeted before. For a subset of the professionals, we have multiple entries for particular data points - i.e., more than one email address. |
We take meticulous steps to ensure the quality of our data - we don't guess.
We consider ourselves an extension of your Team. 
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We provide notification of changes/updates to our data.
We continuously update our databases. We offer a variety of upload and download capabilities. We spend time with our clients to get them the best information available in order to help them meet their goals and objectives. |