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  • Home
  • About Us
    • History
    • Leadership Team
  • Data Solutions
    • Professional-IQ >
      • Insurance Agencies
      • Insurance Agents
      • Broker Dealers
      • Registered Representatives
      • RIA / IAR'S
    • Consumer-IQ
  • Products & Services
  • Clients & Partners
  • Announcements
  • Contact

Get Even More Information from our Professional-IQ™

and Consumer-IQ™ Databases

Use our core TRACking products to:

​TRAC visitors to your website
TRAC an individual’s journey around the internet

Then….

Receive data in real-time from our Professional-IQ™ AND Consumer-IQ™ databases (or choose just one) for an unmatched level of detail
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Understand more about your website traffic to uncover more opportunity
      ​​TRAC and understand the profile of the agents, advisors, firms and consumers that are being driven to your site, or casually stopping by, and
      ​​the frequency of their visits
​      ​​Combine with IntentTRAC™ to get an even broader picture of you visitors' profile
​
Why Choose AccuPoint
​​      ​​Our superPIXEL uses a sophisticated hybrid tracking approach that has superior identification capabilities, providing greater insight into the
      ​​number of visitors and your visitor profile
      ​​The combination of our Professional-IQ™ and Consumer-IQ™ data provides an unmatched level of information on your visitors
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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 and to know if they are a target for you
​      ​​Discover and engage with clients, hot prospects, or potential customers actively searching for your solutions, or that meet your profile, even
      ​​before they visit your website (or combine with WebTRAC™ for an even more targeted profile)

Why Choose AccuPoint
​
      ​​Our cutting edge technology analyzes key words and search behaviors across 60+ billion URLs to identify individuals that meet your profile, or
      ​​are looking for products or actions you want, and are primed for engagement
​​      ​​The combination of our Professional-IQ™ and Consumer-IQ™ data provides an unmatched level of information on your visitors

Leverage Professional-IQ™ and Consumer-IQ™ data for…

Website Visitor Identification
      ​superPIXEL technology unmasks up to 60% of website visitors, transforming unknown traffic into actionable leads

Intent-Based Lead Generation
      Leverage 15k+ premade intent categories to identify prospects actively searching for solutions of interest to you before they even visit your website

B2B2C Targeting
      Bridge the gap between business and consumer targeting with our unique ability to match Insurance Agent, Registered Rep, IAR and all associated
        firm (insurance agencies, BDs and RIAs) data to consumer profiles for higher match rates and increased identification


Custom Audience Enhancement
      Enrich existing customer lists with additional attributes and identifiers from our Professional-IQ™ and Consumer-IQ™ databases to increase match
​        rates on advertising platforms from below 20% to 80% to 90%


Targeted Advertising Campaigns
      Create highly targeted ad campaigns using 1.5k+ personal attribute filters for unprecedented segmentation precision

Reactivation Campaigns
      Re-engage dormant customers with personalized messaging, achieving 30% open rates and 2-3x ROI through precise identification

Personalized Communication
      Leverage our highly accurate contact data for personalized email, direct mail, and phone campaigns with higher deliverability and response rates

What can you find out:

Are your efforts driving the right people to your website, and to the right pages
Are you driving the right mix of visitors to your site - Professionals versus Consumers
Are visitors going to specific pages, demonstrating an increased interest in a particular product or event
Are certain firms interested in what you have to offer, or conducting competitive analysis
Do you have frequent visitors, indicating a higher degree of interest
Are current clients, past clients, or hot prospects visiting your site
​​Have individuals shown an interest in specific financial or consumer products (life insurance; alternative investments) or actions (how to sell my firm; how to find a good agent / advisor) while searching the internet

What makes these products different:

Superior Identity Resolution Technology
Comprehensive Intent Data Collection
Triple-Layer Verification System
Individual-Level vs. Account-Level Data
​Fresh and Dynamic real-time Data
Advanced Matching Technology:
      Deterministic Matching – uses exact data points like email addresses or cookies
      Probabilistic Matching – leverages IP addresses and behavioral signals for broader matching
      Combined Approach – maximizes both match rate and accuracy for superior results
      IP Grading System – intelligently scores shared IP addresses to improve identification precision

ADDITIONAL PRODUCTS & SERVICES​​

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​Database Subscriptions

Accessible via AccuPoint’s Proprietary
Web Portal (Search Tool / User Interface)

    Insurance Agent
    Insurance Agency
    ​Broker Dealer
    Registered Representative
    Registered Investment Advisor
    Investment Advisor Representative
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CRM Integration & Custom
​File Delivery

For you to ingest into your CRM or Data Warehouse
​

Files may be customized to your specifications​
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Customized Reporting and
​Report Delivery

Customized Reporting of AccuPoint’s current data points, tailored to the Client’s specifications
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Data Matching, Cleansing & Updating

AccuPoint matches to Client provided Firm and / or Advisors’ or Agents’ data (those typically in their CRM), providing Client with the latest AccuPoint information on those matches, including indicators if data has been modified, for more efficient analysis
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Digital Advertising

Display, Email, IP Targeting, Native, Geo Fence
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Email Distribution Services

AccuPoint is your email distribution center performing all tasks necessary to launch email campaigns

Deliver your content to 500, or 500k recipients from AccuPoint's Databases​​

Mass campaigns as well as "Niche" campaigns

Content creation (in HTML), including landing page
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Firm and Advisor Movement Reporting

AccuPoint provides reporting on Firms and Advisors entering or leaving the industry, change in registration (RR now an IA / BD and RIA) and change in status (Active vs. Inactive).  Updated information (contact, firm name, etc.) is included in the Report
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Outbound Calling & Script Writing

AccuPoint has partnered with PT Services to make calls to targeted individuals and firms.  Together we complete all tasks including list generation and script writing, when requested.  Partnering with PT Services enables us to focus on our data quality, yet offer seamless services.
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Team Access

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