Insurance & Annuity
Empower distribution and recruitment with the intelligence to identify, engage, and convert high-performing producers.
Insurance and annuity distribution is constantly shifting.
Licenses change, appointments evolve, and producers move. Success depends on knowing who to engage, what they’re licensed to sell, who they represent, and when to act. MarketPro Discovery brings this into focus so you can prioritize the right producers and engage with purpose.
Coverage
Total Agents
0
M
Life & Health Agents
0
M
P&C Agents
0
K
Carrier Appointments
0
M
As of Mar, 2026
Why teams depend on MarketPro Discovery
- Targeting & segmentation: Identify high-fit producers by licensing, product alignment, appointments, and geography.
- Recruiting & producer acquisition: Segment by active/captive. Find top producers and those most likely to move/expand into new product lines.
- Distribution expansion: Uncover coverage gaps, prioritize markets, and align with the right intermediaries.
- Relationship development: Equip wholesalers and recruiters with insight to engage producers with relevance and timing.
Who we support
Sales Management
Expand distribution, recruit top producers, manage territories, and identify agents aligned to your products and channel strategy.
Wholesalers
Build highly targeted lists for efficient, confident outreach using licensing, carrier appointments, independent vs. captive status, and geographic segmentation.
Marketing
Improve segmentation and campaign targeting using producer profiles, channel alignment, and firm-level characteristics.
IMOs/FMOs/BGAs
Identify productive agents, expand downline networks, and strengthen carrier relationships with visibility into agent and broker-dealer licensing, affiliations, and growth potential.
In-House Recruiting & Search Firms
Identify high-performing producers, segment by captive and independent status, and engage them using production signals, licensing history, and transition activity.
Coverage
Licensing & Registrations
Appointments & Affiliations
Contact & Identity
Personal Signals
Licensing & Registrations
- Active and historical insurance licenses by state
- License status & issuance/expiry dates
- Variable authority/lines of authority/specialties
- National Producer Number (NPN)
- Individual/firm CRD number
Appointments & Affiliations
- Current & historical appointments
- Independent status
- Current agency affiliations
- RIA & broker-dealer affiliations
Contact & Identity
- Verified email and phone
- Office location and address
- Geo location / map URL
- Web address
Personal Signals
- Alma mater
- Military service
- LinkedIn profiles
- Languages spoken
Impact your team can rely on
Personalize Outreach with Meaningful Connections
Leverage shared affiliations, such as board service, alma mater, military background, to create more relevant, informed, and differentiated outreach.
Understand Relationships and Influence Networks
Map agency hierarchies, broker-dealer relationships, and decision-makers to navigate distribution channels and engage the right points of influence.
Target Competitive and Expansion Opportunities
Identify agents appointed with competitors, uncover whitespace opportunities, and engage producers already licensed and authorized to sell your products.
Recruit More Effectively
Identify and engage high-potential producers using licensing profiles, employment history, and movement indicators, helping you recruit agents aligned to your products and distribution model.
Identify the Right Producers Faster
Filter over 2.5 million licensed insurance agents by license type, state registrations, product specialties, carrier appointments, affiliations, and channel alignment to quickly build actionable target lists.
Plan Smarter with Territory Builder & Map View
Assign coverage by region, state, or ZIP code clusters. Get the most from every trip: segment prospects and plan with precision using interactive maps.
The market leader in wealth management and insurance industry data, insights, and analytics.
Yet, this picture is constantly changing.
Only a disciplined, systematic process keeps your database clean.
Agents are frequently moving and adding licenses and appointments. We maintain a live view of the landscape, ensuring you’re operating with accurate data. Some of last year's changes include:
Agents Added
0
K
Agents Removed
0
K
Licenses Updated
0
M
Appointments Updated
0
M
As of 2025 YTD
Data delivery
Platform access. Search and filter the complete database through our web platform. Save searches, create lists, and export results. Set up alerts for important changes.
Seamless integration. MarketLink, our integration tool, simplifies how MarketPro data is received into your systems. Whether loading into CRMs, BI tools, or data lakes/warehouses, we ensure ease, customization, and minimal disruption to workflows.
Targeted marketing and outreach for insurance & annuity outreach
Effective distribution and recruitment require consistent, quality messaging. For firms with limited sales and marketing resources, our MarketReach services run email and call sequences on your behalf to the exact advisor targets you select from MarketPro Discovery. Working hand-in-hand with your team we build, test, execute, and optimize campaigns to help achieve your growth goals.
Learn more about relevant datasets:
MarketPro Discovery delivers complete coverage of the intermediary landscape, enabling confident outreach across every channel through firm profiles, verified contacts, and investment insights.
Frequently Asked Questions
With verified agent profiles and firm data, sales teams spend less time researching prospects and more time engaging them. This leads to more meetings, better‑qualified conversations, and faster conversion at every stage of the sales cycle.
Yes. By revealing producer density, production potential, and product alignment the platform helps sales leaders design more effective territories, rebalance workload, and deploy salespeople where they can have the highest impact.
You can segment agents by region, licenses, specialties, experience level, product preferences, and business model characteristics. This ensures Sales and Marketing focuses on the right producers with the messages most likely to resonate.
Absolutely. Real‑time updates on producer transitions, firm consolidations, and channel‑level shifts help teams stay proactive, protect existing relationships, and capitalize on new opportunities as they emerge.
Marketing teams gain access to clean, enriched data that enables more precise segmentation and personalization. This improves campaign performance, aligns messaging with agent needs, and strengthens product‑launch support.
Yes. You can prioritize the right producers by evaluating their business models, licenses, appointments, and 13F holdings to pinpoint opportunities.