ISS MI

Recruiting Use Case

Recruiting

Recruit top financial advisor and insurance agent talent

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Identify the right professionals faster with specialized datasets and intelligence that sharpen targeting, strengthen outreach, and align recruiting efforts with your growth goals.

Who We Support
Our solutions are ideal for:

  • Wealth Managers
  • Insurance Carriers
  • Independent Agent Networks
  • Executive Search Firms
  • Human Resources
  • Compensation & Benefits Managers

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Find qualified financial advisors and teams faster

Segment by advisor type, AUM, client focus, team structure, and platform affiliations to prioritize high-fit advisors.
Find qualified insurance and annuity producers

Filter by carrier appointments, lines-of-authority, captive vs. independent status, product lines, and production volume.
Activate outreach
at scale

Use verified contacts, hundreds of data fields, CRM-ready exports, and email/call support for efficient, targeted outreach.
Expand regional coverage

Use territory maps and specialty filters to identify the right talent in the right locations.

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Our Solutions

Our platforms are built to help your products succeed in a competitive landscape:

Global distribution and recruiting intelligence connecting you to the intermediaries that will drive growth.
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2

Benchmarking, market sizing, and trend analysis powered by extensive institutional and retail datasets across the asset management and annuity product landscape.
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3

Research-driven insights, thought leadership, and strategic intelligence to support decision-making.
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Frequently Asked Questions

ISS MI provides education, employment history, licensing and registrations, carrier appointments, AUM/production, specializations, territories, and team/branch views with mapping to refine targeting.

Yes. Advisor‑focused filters cover registrations, certifications, client focus, platform affiliations, and branches; insurance producer filters cover appointments, LOA, captive/independent status, and product lines.  Each channel is tuned to your goals.

Yes. ISS MI delivers verified emails, direct dials and extensive data fields ready for CRM exports, plus optional U.S.-based call‑center and email services (MarketReach) to expand engagement.

Yes. ISS MI benchmarks headcount, territory coverage, wholesaler productivity, and compensation actuals in the annuity sector to guide offers and territory planning.

ISS MI aggregates, verifies, and cleanses data across advisor and insurance ecosystems, maintaining accurate profiles so your prospect data stays current.

Ready to Build a Smarter Talent Strategy?

Let’s partner to help you recruit and retain the best.