SOLUTIONS BY DISTRIBUTION CHANNEL

​We offer the following data subscriptions:

A Little More About Our Solutions
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➤ Our Founding Principles
  • We focus on the quality of data each and every day
    • Our data is pure - we don't guess
    • Our data is aggregated from multiple sources - "de-commoditizing" our data
    • We believe you need the right mix of automated and manual sourcing to provide quality data
    • Our database is continuously updated
    • We don't focus in other areas - i.e., creating white papers
  • We continuously service our clients so they get the absolute greatest value from our data
    • You do not get access unless you are trained
    • We call out regularly to check-in
    • We encourage calling us for assistance with searches
    • We will review your results even if not using our services - i.e., of email campaigns when you are using another third party
  • We will keep our fees ultra competitive
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➤ Our Solutions
  • We offer dynamic and customized solutions
  • We deliver information multiple ways and in multiple formats
  • We offer options to add data that is most relevant to you
  • All data points can be part of your search criteria​
➤ Your Results
  • You can download information straight from our Portal, or recieve files of information, each containing actionable information on insurance agents, financial advisors (RRs and IAs), BD's, RIA's and Insurance Agencies

Data Points

Names, phone numbers, email addresses, firm description, AUM, type of accounts, business affiliations and designations, industry identifiers, and much more