Professional-IQ™

Quality consolidated databases of information on Insurance Agents, Insurance Agencies, Broker Dealers, Registered Reps, RIA firms and Investment Advisors

​We offer the following data subscriptions:

INSURANCE AGENCIES

​INSURANCE AGENTS
(agents & non-producers)

BROKER DEALERS

REGISTERED
REPRESENTATIVES*

​*Team-IQ™:  Target 100k+ Advisor Team Members and 20k ​Non-Advisor Members on  21.5k unique Teams at the top Broker Dealers

REGISTERED INVESTMENT
ADVISORS

 INVESTMENT ADVISOR
​REPRESENTATIVES

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

Data Foundation and Scale:

        ​1.5k+ personal attribute filters for precise audience segmentation

        ​15k+ premade intent categories ready for immediate campaign deployment

        ​Over 50 billion behaviors and URLs scanned weekly for real time intent signals

        ​95% accuracy on contact data through online2offline verification processes

Consumer-IQ™ integrates multiple distinct data sources using both Probabilistic and Deterministic matching techniques:

        Online Data Collection:  co-registration networks and partnerships with websites, providing approximately 200 million fresh records quarterly

        Offline Data Collection (Skip Tracing):  ensures accuracy through a process that verifies identity and contact information

        Public Data Verification

Data is Verified via:

        Deterministic matching - name, email, phone, address
        Skip Tracing - contact information, demographic information, household data
        B2B contact verification - company domains, business emails, professional
​        contact details, company contact information

Additional Verification Processes include…
        Email Service Provider
        Digital validation checks
        Programmatic verification
        Behavioral pattern analysis

How is the data accessed:

​Search by Intent – Key Words, Pre-made or Custom

Search by Key Indicators – MBA Candidates; Consumers interested in Medicare products; Consumers interested in Alternative Investments

​Identify and apply our consumer data to visitors to your Website