Insurance Companies

Insurance Business is Complicated. Our Approach is Simple.

Insurance companies are not only challenged with data quality, but also they need to support a variety of business models—from career agents to independent distribution to registered investment advisors. Our approach is simple. Data quality is at the core of our technology delivery. Proven dedication to data timeliness, data accuracy and an expanded data footprint sets us apart in our industry. We offer scale to meet any size or growth requirement.

  • Recruit advisors more effectively by providing them with a tool proven to increase their assets and number of clients
  • Spend more time focusing on core business functions and less time managing client account data to increase productivity and improve operational efficiency
  • Transition career agents to registered representatives