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The combination of our Information, Experience and Services assists ​firms with ​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 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, 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 2.8 million unique insurance professionals and financial advisors
as well as 185k+ Firms including Insurance Agencies, Broker Dealers and Registered Investment Advisors
2.5 million insurance professionals and associated carriers and agencies
140 thousand agencies through our unique and growing agency portal
750k 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.
​

Access relevant and quality information, including consolidated
​profiles on advisors, agents and firms across distribution channels to help you quickly, efficiently and intuitively

Enhance information you may have in order to better profile potential recruits
Target prospects, no matter how small or large the desired pool
​Update your existing data with the most current information enabling you to...

BY THE NUMBERS

Advisors & Insurance Agents


380k Investment Advisory Representatives (IAs)
619k Registered Representative (RRs)
2.5 million Insurance Professionals (2.2 million Producers /Agents)

Firms


140k Insurance Agencies*
​6.5k Insurance Carriers 
39.6k Registered Investment Advisors​
3.5k Broker Dealers

​

Number of Advisors, Professionals and Firms is continuously updated.
Numbers for Advisors and Professionals contain multi registered individuals.
Number of Firms contains dually registered firms.
*Accessed via our one of a kind Insurance Agency database.

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 & 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:​​​
​

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

Information To:


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

​Client Segments:​

​
  • 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​

Services Offered:​

​​
  • 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​​​
Search and access our information through our proprietary web portal, by calling our Customer Service Team, or by accessing a variety of upload and download capabilities.

​​© 2022 AccuPoint Solutions. All rights reserved.