Financial Services Industry Data

Data Icon Data Subscriptions | Insurance Agent

Our Insurance Agent data provides extensive information on 1.7 million insurance agents such as business and home contact information, carrier appointments and licenses. With over 10 million carrier appointments and 10 million licenses available, we can help you recruit qualified candidates and identify agents for distribution.

Weekly Updates and Powerful Tools

An annual subscription to the data includes access to our state-of-the-art online system, weekly updates and powerful tools allowing you to quickly set your target market and grow your business.
Live Tour | Learn More

Data Process

Our Data Team is led by industry veterans and composed of the most experienced team of data professionals in the financial services industry.

View Process ➨

Data Process
Online System

Want to see our data in action?

Request Live Tour


Our team has a deep understanding of the industry, highlighted by real life experience at client companies by our senior executives, to help guide your firm to success. Learn More

Identify Prospects and Recruits

  • 1.7 million insurance agents

  • Up to 60 data fields available for profiling

  • Search and analyze agents with demographic filters

Reach Your Target Audience

  • Work and home addresses and phone numbers

  • Business and personal email addresses

  • Insurance and securities licensing details

  • Carrier appointments

  • Number of years in business

  • RIA and BD affiliations

Search Results

Do Business with Agents

  • Recruit ideal candidates

  • Expand distribution

  • Uncover additional opportunities and partnerships

Benefits

  • Limit sales calls to only agents who meet your criteria

  • Find other quality agents to visit in close proximity to scheduled meetings

  • Realign or create territories for your team

  • Target direct mail and email to only your market

  • Qualify candidates for employment or identify agents for distribution

  • Analyze your client base

  • Identify new agents by week and month

  • Track rep movement from one BD to another

Mailing and Email Address Validation

Through our data process to continuously validate, update, correct, standardize and format mailing addresses we have met the rigorous United States Postal Service® requirements, earning their CASS™ Certification. All email addresses have the same process through one of the industry’s most reputable email hygiene vendors, meet a long list of requirements before they are made available to clients and continue to do so to remain accessible in the database. Conduct direct mail and email campaigns with confidence and benefit from a high delivery rate and new addresses added weekly.

Subscription

A Financial Services Industry subscription includes unlimited access to the data, along with a dedicated consultant and account manager to assist your firm both strategically and hands on to help you utilize the database to its fullest potential. Sign-up for a variety of training webinars, review monthly tips and updates, and access market insight to educate and encourage best practices when targeting the financial services industry.
Live Tour | Learn More

Email

1,266,978

email addresses

Search

1,054,038

industry searches made

Support

365

days of support

Satisfied

1,000's

of satisfied customers

Copyright Discovery Data, An Ipreo Company. All Rights Reserved.
Stay Connected:
LinkedIn