OUR PRODUCTS & SERVICES​​

​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

CRM Integration & Custom
​File Delivery

• For you to ingest into your CRM or Data Warehouse (these do not need to be bullets)
• Files may be customized to your specifications​

Customized Reporting and
​Report Delivery

Customized Reporting of AccuPoint’s current data points, tailored to the Client’s specifications

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

Digital Advertising

Display, Email, IP Targeting, Native, Geo Fence

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

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

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.

Team Access

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