Atlanta, Georgia, November 16, 2022 — AdvizorPro, a leading provider of B2B contact and company data intelligence, has announced the release of its insurance producer dataset, expanding its unified platform for the financial services industry. This launch gives users the ability to access both financial advisor and insurance producer data in a single solution, creating one of the most powerful financial services databases on the market.

The new insurance producer data module delivers up-to-date contact and company information on nearly two million insurance agents across the United States. It includes tens of millions of data points sourced from hundreds of thousands of verified sources to ensure unmatched accuracy and depth.

This expanded dataset supports insurance carriers, agencies, IMOs and FMOs, SaaS providers, and other partners who need to efficiently recruit, market, and sell into the insurance ecosystem.

A Unified Platform for Financial Advisors and Insurance Producers

The new module complements AdvizorPro’s existing financial advisor data platform, enabling users to target both ecosystems seamlessly. By integrating these two worlds, AdvizorPro empowers sales, marketing, and recruiting teams to reach financial professionals through one trusted database.

“Our customers have been asking us to release an insurance producer solution to mirror the best-in-class offering of our financial advisor data module,” said AdvizorPro founder, Michael Magnan. “Sourcing accurate data to sell and recruit into the insurance space is a significant challenge today. I’m proud of the advanced tech our team has built to give us a significant advantage in providing accurate, constantly refreshed lead data to our customers.”

For insights into how data accuracy drives market expansion, see How to Build Automated Outreach Campaigns with TrafficIQ Data.

Key Capabilities of the Insurance Producer Dataset

The insurance producer data module delivers powerful tools and analytics that streamline recruitment and sales outreach across the industry.

Key capabilities include:

• Access to nearly two million contacts with verified emails, phone numbers, LinkedIn profiles, biographies, titles, lines of business, carrier appointments, interests, and more.

• Advanced firm and producer-level search and filtering options. Users can drill down by line, location, and keyword search within producer bios.

• Data enrichment technology that ensures the most accurate and complete insurance producer and financial advisor data available.

• Proprietary algorithms that help identify target producers and uncover new opportunities to sell and recruit.

• Direct integrations with Salesforce and HubSpot, plus a robust API for automated data enrichment and maintenance.

For a closer look at how AdvizorPro’s data intelligence enhances sales strategies, explore the TrafficIQ Marketing Playbook.

Empowering Financial Services Growth with Data Intelligence

With the addition of insurance producer data, AdvizorPro continues to evolve as the leading platform for financial services intelligence. The unified system helps asset managers, insurance carriers, IMOs, recruiters, and SaaS providers operate with greater precision, ensuring they connect with verified contacts in real time.

AdvizorPro’s platform now delivers tens of millions of enriched data points on both financial advisors and insurance producers, providing an essential toolset for prospecting, relationship management, and growth. To explore other advancements in the AdvizorPro platform, visit the AI-Driven Intelligence Overview.

Power Your Growth with AdvizorPro

AdvizorPro remains committed to helping firms sell, market, and recruit more effectively across the wealth management and insurance ecosystems. With direct CRM integrations, comprehensive filtering tools, and unmatched data accuracy, teams can eliminate manual processes and focus on conversion.

Start your free trial to experience how AdvizorPro can accelerate your firm’s growth through intelligent, unified data.