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.
Exchange-Traded Fund (ETF) Positions
13F data reveals precise RIA ownership across ETFs – yours and your competitors’. Track AUM and changes to allocations. Target allocation gaps or underperforming funds.