Define your audience
Choose people or firms, the professional channels you need and a location. Add licenses, registrations or other criteria that make someone a useful prospect.
Explore professional channelsResources
Turn questions
into your next step.
Start with a clearer audience, understand the records you find and choose the right way to put your data to work.
Practical guides
Start with what you want to accomplish.
Plan a contact list
Separate audience fit from contact availability. Check which records have email or phone information and review campaign guidance before planning outreach.
Explore marketing servicesFit data into your workflow
Define the fields, format and delivery frequency your team needs. Discuss matching and updates to help keep your existing records useful.
Explore integration optionsBefore you search
A few details make a better brief.
Use these questions to prepare a search or a conversation with our team.
Who do you need to reach?
Specify insurance agents, registered representatives, investment adviser representatives, agencies, broker-dealers or RIA firms. A person or firm may belong to more than one channel.
What does location mean for this request?
An office address and a state where someone is licensed or registered answer different questions. Decide whether you need nearby offices, licensed coverage or a firm's headquarters.
What makes a record useful to you?
Name your required attributes and contact information. An email on file is different from a guarantee of delivery or permission to contact someone.
Do you need movement reports or a custom analysis?
Describe the period, professional channel and change you want to track. Our team can discuss report options and the information available for your request.
Company updates
More from AccuPoint.
Read our published announcements and learn more about the people behind the company.
Have a more specific question?
Tell us about your audience or project. We'll help you identify the next step.