A
Advisor Intelligence Mapping
Producer intelligence · pre-meeting briefings
Distribution intelligence
Turn five messy data sources into a prioritized advisor briefing before the meeting.
Pick a distribution scenario. The pipeline ingests licensing, carrier-appointment, securities, office and profile records, resolves them into unified advisor identities, scores relationship influence, and flags competing-carrier exposure and growth signals — the work a research analyst does by hand, run in seconds and fully sourced.
scenario · select a target
Target carrier / IMO · region
Pre-meeting intelligence for Summit Mutual's Texas distribution push. Surface independent and IMO-affiliated producers with growing books, flag advisors already appointed with competing Texas carriers, and prioritize relationships worth a BD conversation.