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    • RIA / IAR'S
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  • Home
  • About Us
    • History
    • Key Differentiators
    • Leadership Team
  • Data Solutions
    • Insurance Agencies
    • Insurance Agents
    • Broker Dealers
    • Registered Representatives
    • RIA / IAR'S
  • Products & Services
  • Contact
  • Announcements

INSURANCE AGENCIES

NATIONAL ​DATABASE & PORTAL

​Built by a team of experienced industry veterans, our Insurance Agency solution is unique, providing unprecedented access to information on over 180k insurance agencies (and growing) and their associated agents.

WHY

Use our detailed data points, including our multiple points of contact, website addresses, and executive identifiers to effectively identify, target and reach Insurance Agencies for marketing or recruiting efforts.  Or, add to your current database of information for a more robust and complete view of Insurance Agencies

HOW

Access information through our proprietary web portal, or use our Team to provide the information, reports and / or files you need.

OUR DATA - BY THE NUMBERS​​​​

Please contact us for a complete listing of over 55 data points including:

180 k

Insurance Agencies throughout the United States

16.9 k

Agency Website Links, and growing​

 547 k

Lines of Authority

97.7 k

"contact" emails

135.5 k

Phone numbers

1.75 M

Detailed Carrier Appointments (active and inactive)

284 k

Licenses

23.7 k

Executives
CONTACT US

We have relevant and unique information:

​Website Links
Multiple points of contact
Rolled up Carrier Information
Summarized Licensing Information
Validated email addresses - we don't guess
Website Links to Executive and Team Pages

The information we aggregate will continue to expand, 
providing additional data in the near-term.

OUR SERVICES

​Database Subscriptions
CRM Integration & Custom File Delivery

Customized Reporting and Report Delivery
Data Matching Cleansing & Updating
Digital Advertising
Email Distribution Services

Firm & Advisor Movement Reports
Outbound Calling & Script Writing
Team Access


We cross reference data points between all our databases, cross pollinating each enabling us to provide even more consistent and accurate information.

​Our proprietary web portal is easy to use and intuitive, enabling you to target the professionals you most want, whether your search criteria returns 100 Agents, or 100k. 

We have professionals in our database you most likely have not targeted before.

For a subset of the professionals, we have multiple entries for particular data points - ​i.e., more than one email address.
We take meticulous steps to ensure the quality of our data - we don't guess.

​We consider ourselves an extension of your Team.
​
We provide notification of changes/updates to our data.​

We continuously update our databases.

​We offer a variety of upload and download capabilities.
​
We spend time with our clients to get them the best information available in order to help them meet their goals and objectives
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