ACCUPOINT SOLUTIONS
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Insurance Agent
​Database & Portal
​
​

Built by a team of experienced industry veterans, our Insurance Professional (agents and non-producers) solution provides information on over 2.36 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.

Our Data - By The Numbers​​​​

                                                                                        Please contact us for a complete listing
​                                                                                     of over 80 data points including:

 
​                                                                        2.36 M   
Licensed Professionals - Agents & Non-Producers
                                                                    2.1   M   Licensed Insurance Agents Only
                                                                    2.3   M  Addresses (Business Address - count does not include other address types)
                                                                        1.73 M   Professionals with at least one Valid Email Addresses (Primary)
                                                                    2.26 M  Total email address (includes Secondary and Business Personal / excludes shared)
                                                                        2.23 M   Professionals with at least one Phone Number (multiple phone categories excluded)
                                                                        19.0 M
   Carrier Appointments (active and inactive)
                                                                    14.4 M   Relevant Licenses
                                                                                                                                     
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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

Our Services

​CRM integration
​​Customized Reporting and Report Delivery
Data hygiene
Data matching and appending
Digital marketing/email campaigns
Lead report generation
Outbound Phone Campaigns
Programmatic Packages
Creative / Marketing

Team Access for consultation and assistance
​with targeted searches​​​

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.
Copyright © 2015 AccuPoint Solutions All Rights Reserved.
  • Home
  • About Us
    • History
    • Key Differentiators
    • Leadership Team
  • Data Solutions
    • Insurance Agent
    • Insurance Agency
    • RIA / IAR
    • Registered Representative
    • Broker Dealer
  • Products & Services
  • Contact
  • Announcements
  • Client Login