Access information on 2.6 million insurance agents, 220k agencies, 720k unique financial advisors and all associated firms (RRs, IA’s, BDs, and RIAs).

AccuPoint Solutions offers extensive information on Insurance Agents, Insurance Agencies, Financial Advisors (RR's and IA's), and Advisory Firms (BD's and RIA's) distributing insurance and financial products and services. We provide proprietary tools and filters that enable you to focus your search, presenting you with the advisors, firms and actionable information that best help you broaden your business results. Use our solutions to get the most use of our data, including mass email distribution services, outbound phone calling services, CRM cleansing and maintenance, digital marketing campaigns, active intent searches, website traffic identification & matching (and more), or ingest our data into your own platforms.

Our web-based portal enables you to search, preview and download detailed and timely information. With hundreds of data points, including multiple addresses, phone numbers and emails, branch information, executive titles, employment history, and more, we assist firms with their data enhancement, recruiting, sales and marketing efforts. 

Subscribe to our data and gain access through our portal, or via custom file delivery, secure SFTP and FTP sites, and the latest technologies or services your firm uses. As the industry leader in data hygiene services, marketing programs, email marketing campaigns, and outbound calling campaigns for lead
generation, we have a suite of products unmatched in the industry.

Contact us at 888-978-1677 or Info@AccuPointSolutions.com

AccuPoint Solutions

This department manages client relationships and provides analytical support to enhance service delivery.

Client Services

This department focuses on developing and maintaining relationships with clients to enhance satisfaction and drive sales growth.

Client Relations

This department sets the strategic vision and direction for the organization, overseeing all operational functions.

People (2)

Jobs (0)

Other teams

Client Relations

Executive Leadership