Sales, recruiting, marketing and compliance teams use the same connected intelligence to answer different questions, and build precisely the datasets they need.
Accupoint| Saved search | Channels | Filters | Delivery |
|---|---|---|---|
| Life & health agents, licensed in territoryDistribution & Sales | Agent | Life + Health · TX, CA, FL | CRM push |
| Experienced reps at target Broker DealersRecruiting | RR | Series 7 + 66 · 3+ yrs | Watchlist |
| RIA / IAR audienceMarketing & Audience | IA | Active · email on file | Scheduled export |
| License verification, one lookup with our teamCompliance & Verification | AgentRRIA | CRD or NPN | With our team |
| Southeast Life & Health ProducersEmail marketing | Agent | Life + Health · FL, GA, NC, SC | Email campaign |
Put your team in front of the right licensed professionals or consumers.
Explore our national databases, AI-enabled platform, prospect intelligence, data services, integrations and managed marketing services.
Build a clean, deduplicated pool of prospects by channel, license and geography, and get it into the CRM your sales team already lives in.
Fields that matter
Identify people by firm, tenure and other attributes: the raw material for a recruiting pipeline.
Fields that matter
Understand how big a segment is, confirm it is reachable, and hand it to your own channels or our marketing services.
Fields that matter
Confirm a professional's license or registration with our team, and revisit a firm's registered population after each data update.
Fields that matter
Size your target segment with the portal's unified search, then use Accupoint's marketing services to deliver your message: email, outbound calling, social campaigns and direct mail.
Managed bulk email distribution to the audience you build, with creative, HTML and landing-page support.
Targeted phone outreach by our team, with call scripts written for your campaign.
Campaigns on social platforms aimed at the audience you build, with the audience enriched to improve matching.
Print mail campaigns sent to the audience you build, with printing and postage handled for you.
Build the audience with the platform's unified search, then run it through our bulk email distribution service: tiered audiences, send and deliverability reporting, and suppression handled for you.
Southeast Life & Health Producers
Three managed data services that complement Accupoint's data subscriptions. Tell us the audience you want to reach, and our team will handle the setup, execution, and delivery of results.
Our team provides a superPIXEL tag for your website that identifies visitors at the individual level where possible, not just by company, and distinguishes licensed agents and advisors from consumers. We then enrich identified visitors with Accupoint's professional and consumer data.
Intent data looks at research behavior away from your website: the topics people read about and search for across the web.
Our team finds individuals showing research and buying intent on the topics you choose, including people who have not visited your website yet. Combine it with superPIXEL for a fuller picture of who is interested.
280M+ US consumer profiles with contact, demographic, financial indicators and interest attributes.
Reach consumers directly, or combine them with Accupoint's professional data for B2B2C targeting: when a consumer is also an agent or advisor, the two records come together.
Whoever sells through financial professionals, recruits them or verifies them, starts from the same record.
Insurance distribution
Recruit and support producers by line of authority, appointments and territory.
Get a demoGrow the producers who sell for you, and see which agencies they work through.
Distribution & SalesSecurities & wealth
Segment advisors by firm, assets, client types and fee structures across BD and RIA.
Marketing & AudienceData & AI teams
Feed your warehouse or apps through the REST API, SFTP or scheduled exports.
IntegrationsAsk Accupoint from Claude or ChatGPT through MCP, read-only and signed in.
MCP previewBring your use case to a working session and we'll build the query live.
