Professional-IQ™

​BY THE NUMBERS

223k Insurance Agencies*
2.67M Insurance Agents**

​
Multiple points of quality contact information including phones, emails and addresses, LOAs, carrier appointments, age and more...PLUS, all data points available for the BD, RIA, Agents, RRs and IAs if the firm or advisor is multi-registered
3.29k Broker Dealers
636k Registered Representatives
(all active)
​​
Multiple points of quality contact information including phones, emails and addresses, products supported, # of employees, BD Executive information, branch information, types of fees, clients and activities, years licensed, exams taken, previous employers, age and more...PLUS, all data points available for the BD, RIA, Agents, RRs and IAs if the firm or advisor is multi-registered

Team-IQ™: Target 100k+ Advisor Team Members and 20k Non-Advisor Members on 21.5k unique Teams at the top Broker Dealers​
41.4k RIA Firms
415k Investment Advisors
(all active)

Multiple points of quality contact information including phones, emails and addresses, firm AUM, # of employees and IAs, types of fees, clients and activities, years licensed, exams taken, previous employers, age and more...PLUS, all data points available for the BD, RIA, Agents,
​RRs and IAs if the firm or advisor is multi-registered
*Accessed via our one-of-a-kind Insurance Agency database
**Includes Producers and Non-Producers by License Type

Consumer-IQ™

Powered by simple|AUDIENCE, access 1,100+ consumer

data points on over 280 million US-based consumer profiles

Data includes contact information, demographic data, financial indicators, behavioral signals and device information
Specific consumer data points include language spoken, religion, wealth and income indicators, education, interests, and much more
Easily append our Professional-IQ™ data points when the consumer is also an agent or advisor
Consumer data is derived from Online Data, Offline Data, Skip Trace Data and Scrape Trace Data

Products & Services

Understand more about your website traffic to uncover more opportunity

TRAC and understand what agents, advisors, firms and consumers are being driven to your site, or are casually stopping by, and how often they may do so​​

Leverage intent indicators to further segment your target list

​TRAC the journey of agents, advisors, firms and consumers around the internet using Key Word, Pre-Made or Custom searches to understand their intent to know if they are a target for you​​​​

Database Subscriptions

Access prospects / clients via
our proprietary Web-based Portal, returning key data on agents, advisors and firms that match
​your profile​

​CRM integration  & Custom File Delivery

​Ingest files with the data you
​want directly into your CRM or data warehouse

Customized Reporting and Report Delivery

Customized Reporting of AccuPoint’s current data points, tailored to the Client’s specifications

Data Matching, Cleansing & Updating

We will match our data to yours, providing the latest information back to you, including unique identifiers for future maintenance; Or, we will simply append our data ​to yours if you have unique identifiers - CRDs or NPNs

Digital Advertising

Present your targets with your brand while your targeted prospects browse the internet via Display, IP Targeting, Native, or Geo Fence options

Email Distribution Services

​Our team will be your THIRD-PARTY outsourced solution to send mass email campaigns (10k to 500k+) to your targets, returning a complete reporting package within four day of completion

Firm & Advisor Movement Reports

​We provide weekly reporting on firms & advisors entering or leaving the industry, changing their registration (advisor or firm becomes dually registered) and changing their status (active vs. inactive), as well as any reporting on new disclosures

Outbound Calling & Script Writing

​We complete all tasks including list generation and script writing, making outbound calls using a seasoned team that calls your targeted list

Team Access

​We leverage our knowledge of our data and industry experience to ensure you get the right targets and the most valued results


​TAKE THE NEXT STEP!

Use  AccuPoint  to...
​
Subscriptions​​ Available
​

​Client Types
​
  • Streamline distribution efforts
  • Increase assets under management
  • Recruit qualified candidates
  • Focus sales & marketing efforts  
  • Enhance the accuracy of your data
  • Get a deeper understanding of your targets
  • Insurance Agencies
  • Insurance Agents
  • Broker Dealer Firms​
  • Registered Representatives​
  • Registered Investment Advisor Firms
  • ​Investment Advisor Representatives 
  • ​​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​