ISS MI’s quarterly transaction-level retail sales intelligence reveals market share down to the broker-dealer office level, product trends, channel dynamics, and competitor strengths across variable, fixed, indexed, and RILA products. You can benchmark compensation by role, evaluate your distribution mix, and assess how registered and non-registered producers, IMO and broker‑dealer gatekeepers perceive your product, support, and wholesaler effectiveness.

ISS MI provides comprehensive advisor, agent, and firm profiles—including licensing, appointments, affiliations, product usage, production history, and client demographics—allowing you to segment with precision and focus on the offices and producers most likely to drive growth.

ISS MI’s data and research delivers visibility into gross sales, flows, and branch‑level activity across broker‑dealers. This helps leaders assess true territory potential, evaluate wholesaler performance, and design coverage models that maximize efficiency and revenue.

Absolutely. You can evaluate gatekeeper needs and satisfaction, benchmark your presence within each branch, and compare your performance against competing carriers. This data helps prioritize strategic relationships and guide resource allocation.

With ISS MI’s data and research in hand, marketing teams can segment audiences by product type, advisor behavior, and client demographics. Insights from intermediary research and interviews inform messaging, while performance monitoring reveals which campaigns lift engagement, applications, and producer activity across segments.

With ISS MI’s profile data you can identify high‑potential agents by analyzing their licensing, appointments, AUM, production data, and specializations. Verified contact data and mapping tools streamline outreach, while benchmarking helps you evaluate compensation and sales force structure against peers.