INSURANCE AGENTS

​DATABASE & PORTAL
Built by a team of experienced industry veterans, our Insurance Professional (agents and non-producers) solution provides information on over 2.5 million insurance professionals and the firms with which they are associated.

WHY

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

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 80 data points including:

 2.54 M

Licensed Professionals - Agents & Non-Producers

2.5 M

Addresses (Business Address - count does not include other address types)​

2.26 M

Total email addresses (includes Secondary and Business Personal / excludes shared)

30.0 M

Carrier Appointments (active and inactive)

2.6 M

Licensed Insurance Agents Only

2.08 M

Professionals with at least one Valid Email Addresses (Primary)

2.41 M

Professionals with at least one Phone Number
​(multiple phone categories excluded)

14.4 M

Relevant Licenses
We have relevant and unique information:

Rolled up Carrier Information
Summarized and detailed LOAs
Summarized and detailed Licenses
Clean email addresses - we don't guess
Identifiers to target agents on the ACA Exchange
Up to three email addresses and phone numbers
Identifiers to target Independent versus Captive Agents
Identifiers to target agents more likely to sell Medicare products
Affiliated BD classifications such as Independent, Regional and Wirehouse
Methodology to make up for shortfalls at our sources - i.e., targeting by Firm Name
Introducing methodology to leverage our Insurance Agency data (See Insurance Agency)
Methodology to identify Insurance Agents that are also FINRA and / or SEC registered

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.