As institutional sales professionals, we understand selling into Insurance General Accounts is not only important but also challenging due to limited transparency on key contacts and investments. At Dakota, we have assembled a list of over 3,000 plus Insurance General Accounts with key contacts, AUM details and full portfolio holdings across long only and alternatives.
Here is the list of top Insurance General Account databases.
AM Best’s prides themselves on being the world’s first credit rating agency. Their insurance company offers data analytics and news in the insurance industry. AM Best credit rating services decides creditworthiness of reports on over 16,000 insurance companies worldwide. Their information services integrate credit ratings, commentary, research and analysis with insurance news, financial data and thought leadership to help consumers and professionals make more informed personal and business decisions.
A subscription to AM Best would best serve an investment sales professional who is looking for the ability to analyze data and access credit worthy reports.
AM Best does not disclose pricing on their website, you’ll have to contact their team for more information.
The National Association of Insurance Commissioners (NAIC) offers expertise, data, and analysis for insurance users to regulate the industry and protect consumers. With a subscription you’ll be able to perform financial assessments and reporting, as well as licensing and testing. Segregated by state or jurisdiction, NAIC makes it easy to source through contact information.
There are six areas to a NAIC membership you’ll want to take note of:
Pricing is not disclosed on their website, contact a representative from NAIC for pricing on a membership.
AdvizorPro’s insurance database offers quality contacts for agents nationwide. When you purchase this database, you’ll be able to download and sync with existing marketing and sales technology. Features include powerful search functionality at the firm and producer level, finding producers that align with your company’s focus and goals, and data enrichment technology to access accurate insurance producer and financial advisor data.
An investment sales professional who looks at IMOs, FMOs, carriers, and SaaS companies recruiting licensed producers would greatly benefit from a subscription to AdvizorPro.
AdvisorPro does not list their insurance company database pricing, although a free trial is offered.
Dakota Marketplace is an all-in-one solution that provides investment sales professionals with complete and accurate information to accelerate their fundraising efforts. With complete coverage across all institutional channels, we are excited to expand our Insurance General Account data to include greater transparency across over 3,000+ accounts.
Within our expanding dataset, you will now find key contacts at the General Account, AUM information, portfolio holdings and Insurance group structure.
If you target Insurance General Accounts, Dakota Marketplace makes it easy to monitor everything you need without jumping from platform to platform.
To explore the Dakota Marketplace platform and our insurance data, start your free trial here.
Written By: Morgan Holycross, Content Marketing Associate
Morgan Holycross is the Marketing Associate at Dakota.
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