Insurance Prospecting Software Built to Grow Your Portfolio

Retain clients and Win new ones with real-time life and wealth events

Insurance prospecting meets relationship intelligence

No matter what type of insurance you sell, prospecting is tough. So much time is spent searching for new leads, verifying contact information, and then trying to get in front of them, only to find out your competition has already beaten you to it. Timing is everything.  

Aidentified can help you and your team cut prospecting time by 75%, according to numerous Aidentified clients. We can automate the time consuming, repetitive task of finding and qualifying prospects allowing you to focus your time on establishing relationships and growing your center of influence.

Uncover Qualified Prospects

Access our database of 210M+ consumer and 100M+ professional profiles to find your next ideal client. Segment prospect lists with 150+ attributes such as household data, interests, location, property details, wealth segment, job title, company, verified contact information and more. In just minutes, you can stack your producers with hyper-targeted and pre-qualified potential customers.

Grow your Network of Trusted Referrals and your Bottom Line

The best paths to new clients are through referrals from happy clients, family and friends, and from your own team. Connect your network and your agents’ networks against our database to discover paths to new opportunities through existing relationships. Leverage your 1st and 2nd degree connections for referrals and introductions to prospective clients. 

Trusted By

“Aidentified notified me of a big client of mine's 100M investment in his company. I proactively congratulated him and we’re opening up more business. We might not have found this out until the next annual review. This is such valuable intel."
Curtis Estes Wealth Management Advisor, Northwestern Mutual
"Take advantage of your entire network....past customers, industry connections, former and present colleagues, friends, family, acquaintances, friends of friends -- everyone is fair game. The more people you include, the more introductions you’ll get, plain and simple." Mark Wayshak, HubSpot
"Wealthy people turn to advisors for a recommendation when they have an insurance need or problem and whose recommendation they totally accept." Barry Seigerman, Propery Casualty
FREE TRIAL

GROW YOUR NUMBERS, Retain your customers

CONNECT TO NEW OPPORTUNITIES

Get real-time alerts on your prospects and existing clients whenever they have a wealth event such as private company investments, IPO filings, and SPACS as well as career changes or job promotions.

ENRICH EXISTING CLIENT DATA

Refresh outdated client lists with new insights and updated contact information. Find out if a client has gotten married, moved, changed jobs, or has children. New life events lead to new sales opportunities.

FUEL YOUR CONVERSATIONS

Once you make a connection, use your network referrals or shared interests like golf, boating, gardening, investments and more to help you better engage and build relationships.

150+ FILTER ATTRIBUTES UNCOVER INSURANCE PROSPECTS BY POLICY

 

  • Life Insurance: Discover new clients with important life events by leveraging household data, marital status, children ages ranges, net worth, and much more.
  • Commercial Insurance: Find new businesses and track existing company growth with insights into wealth events such as investments received, IPO filings, and number of employees.
  • Homeowners Insurance: Pinpoint opportunities using home valuation, homeowner status, neighborhood dynamics, children age ranges, marital status, income, and more.

 

WE WORK SEAMLESSLY WITH LEADING INDUSTRY CRMs, MARTECH PLATFORMS AND YOUR .CSV CONTACTS

WE’VE MAPPED 100+ BILLION RELATIONSHIPS––FIND YOURS TODAY

100B+

Mapped
Relationships

210M+

Consumer
Profiles

100M+

Professional
Profiles

$20T+

in Tracked
Wealth Events