​BY THE NUMBERS

154k Insurance Agencies*
2.5M Insurance Professionals**

3.5k Broker Dealers
619k Registered Representatives
​

40k RIA Firms
384k Investment Advisors

Number of Advisors, Agents and Firms is continuously updated. Counts for Advisors and Agents contain multi-registered individuals.
Count for Firms contains dually registered Firms.
​
*accessed via our one of a kind Insurance Agency database   |   **includes 2.2M Agents / 300k non-producers

​PRODUCTS & SERVICES

database subscriptionS

​Custom file delivery

data hygiene

DIGITAL ADVERTISING

EMAIL DISTRIBUTION

OUTBOUND CALLING

TEAM ACCESS

Firm & Advisor movement

​The combination of our information, experience and services assists firms with their sales, marketing, recruiting and data enhancement efforts
​

​AccuPoint Solutions is an innovative industry data provider offering extensive information on Insurance Agents, Financial Advisors and Firms distributing insurance and financial products and services. We provide proprietary tools and filters that enable you to focus your search, presenting you with the advisors, firms and actionable information that best help you broaden your business results.  Use our solutions to get the most use of our data, including mass email distribution services, outbound phone calling services, CRM cleansing and maintenance, and digital marketing campaigns, or ingest our data into your own proprietary and / or third party platforms.

Lead by a team with over 150+ years of relevant industry experience, AccuPoint Solutions understands how to collect and present value added information.​​

Access information on 2.9 million unique insurance professionals and financial advisors, as well as 200k+ firms including Insurance Agencies, Broker Dealers and Registered Investment Advisors
​

• 2.5 million insurance professionals
• 154 thousand agencies through our unique and growing agency portal
• 750k unique financial advisors and all associated firms (BD's and RIA's)

Our web based portal enables you to search, preview and download detailed and timely information.  With hundreds of data points, including multiple addresses, phone numbers and emails, branch information, executive titles, employment history, and more, we assist firms with their data enhancement, recruiting, sales and marketing efforts. 

Subscribe to our data and gain access through our portal, or via custom file delivery, secure SFTP and FTP sites, and the latest technologies or services your firm uses. As the industry leader in data hygiene services, digital (re-targeting and programmatic) marketing programs, email marketing campaigns, custom content creation (including landing pages, brand and event promotion), and outbound calling campaigns for lead generation, we have a suite of products unmatched in the industry.
​

our Primary Success Factors

• We do not offer non-core products or services - if it doesn't help with data quality we don't offer it
• We are not just a data / technology firm - our experience enables us to be a true partner
• Our technology and data aggregation architects are principals of the firm and, therefore, are​ aligned with your goals and objectives of providing quality data and customer support
• We have an experienced team to assist in targeting your market
• We provide quality, timely, and relevant data
• We offer great value at very competitive fees
• We do NOT take a one size fits all approach
• Access to our data is easy and intuitive
• We provide diligent customer service
• We are independently owned

Subscriptions​​ Available
​

• Insurance Agents
• Insurance Agencies
• Broker Dealer Firms​
• Registered Representatives​
• Registered Investment Advisor Firms
• ​Investment Advisor Representatives 

use  our data  to...
​

• Streamline distribution efforts
• Increase assets under management
• Recruit qualified candidates  
• Focus sales & marketing efforts  
• Enhance the accuracy of your data

​Client Types
​

• ​​Asset Managers
• Broker Dealers
• Financial Publications
• Independent Marketing Organizations
• Insurance Agencies
• Insurance Companies
• Media Groups
• Organizations & Associations providing Membership Services
• Recruiters
• Third Party Service Providers​

our Services ​
​

• ​​​CRM integration
• ​​Customized Reporting and Report Delivery​
• Data matching, updating and appending (to data in your CRM / database)
• Digital marketing/email campaigns
• Lead report generation
• ​Team Access for consultation and assistance ​with targeted searches​​​