Insurance Company

Discovery offers insurance companies the edge they need to stay ahead in a competitive marketplace. With access to over 1.9 million financial services industry professionals, Discovery can help you prioritize sales calls, qualify candidates for employment, analyze, profile clients and prospects, realign or create territories and target conference attendees.

Segment the Market

• The Discovery databases are updated weekly to provide you with the most accurate and up-to-date information.
• Utilize demographic filters such as:
  • Business and home contact information
  • Radius tool to locate targets in certain towns/areas
  • Insurance and securities licensing details
  • Dually-registered and new advisors
  • Captive agents
  • Carrier appointments
  • Assets Under Management, in certain cases
  • Fee structures
  • BD profile including types (i.e. wirehouse, independent, regional)
  • Employment history

Build Relationships and Gain New Business

• Access extensive information to stay on top of an ever-changing market.
  • Over 1.9 million advisors, agents and executive contacts
  • Business and home addresses, phone numbers and email addresses

Discovery has proven to be a quick and efficient tool, allowing us to successfully contact and establish relationships with life and health agents who are highly experienced and fresh to the industry. The ability to easily create contact lists with the exact information I'm looking for has saved me time, and unlike other products, Discovery has given me the power to eliminate the information that doesn't fit my needs. It also helps that I can access this information whenever and from wherever I need to. These features are what have helped us maximize our recruiting potential.

Keep Up With Industry Movement

• With Discovery having recorded over 50,000 registered reps having switched broker-dealers in the past two years, insurance companies find themselves using out of date CRM systems. Discovery continuously tracks industry movement within our databases to notify you of the firms affected down to the individual that moved, keep you abreast of industry trends, update your CRM system with our data services, and improve efficiency and productivity. We flag reps no longer in business, introduce newly-registered reps and track reps from their previous employer to their current firm.

Discovery Supports Your Sales and Marketing Efforts

• Prioritize sales calls
• Qualify candidates for employment
• Analyze clients and prospects
• Communicate via email or direct mail campaigns
• Find advisors that focus on your company's insurance and investment offerings
• Realign or create sales territories
• Maximize time at shows by targeting top attendees
• Conduct market research