AdvizorPro: Turning Producer and Advisor Data Into Actionable Growth Intelligence

The hardest part of recruiting producers is not getting more names. It’s knowing who is really worth the outreach.

Who’s actively producing? What do they sell? Where are they affiliated? Are they active in insurance, in wealth or in both? And does their profile match your distribution plan?

We are excited to bring AdvizorPro to our growing ecosystem of industry solutions, InsurTech Express. AdvizorPro is the leading intelligence platform for the insurance and wealth industries that helps IMOs, FMOs, BGAs, carriers, asset managers, wealthtech firms and distribution teams find, vet and hire the right producers and advisors, more quickly.

Designed for Better Producer Recruiting

AdvizorPro helps growth teams move beyond static lists and disconnected producer records. Teams no longer have to rely on basic contact data, but instead have a complete and up-to-date view of wealth and insurance producers, so they know who is a fit before they reach out.

The platform provides additional context on producers such as licensing, lines of authority, carrier appointments, firm relationships, agency and team structure, recent moves, intent signals and verified titles, emails and phone numbers.

Depth matters. Recruiting and distribution teams need more than a directory. They need to know what the producer actually sells, where they work, how they are connected and if they are a real prospect.

Current Data, Connected Across Insurance and Wealth

AdvizorPro technology and teams working on the platform update the data daily. This provides organizations with a more current view of the market so they can work from what is true today, rather than using records that may no longer reflect a producer’s license status, affiliations, appointments or activity.

One big win for AdvizorPro is the ability to merge the same person across insurance and wealth channels into one clean profile. Many producers operate in both markets, but traditional data sources often separate those records. AdvizorPro connects them, offering teams a broader view of the producer, not just one side of the market.

The platform provides access to 1.4 million+ verified insurance producer profiles searchable by license, lines of authority and carrier appointments. On the wealth side, AdvizorPro has over 700,000 verified RIA, broker-dealer and family office profiles searchable by AUM, custodian, platform, ETF holdings, tech stack and lead score.

From Data to Real-Time Action

What’s different with AdvizorPro is how quickly teams can move from insight to execution.

Native integrations with Salesforce, HubSpot, and Dynamics means teams can enrich contacts and activate workflows right inside the systems they use today. TrafficIQ identifies anonymous producers and advisor firms visiting a company’s website, providing teams with a better signal of interest and timing.

It also integrates directly with AI tools like Claude, ChatGPT, and internal AI platforms, so teams can pull live producer data into workflows in plain English. This helps distribution teams to reduce exports, avoid stale spreadsheets and act on producer intelligence in real time.

AdvizorPro offers a more modern approach to recruiting and advisor engagement, with deeper context, fresher data, connected producer profiles and workflows built for action. We’re excited to share this solution with our ITX community as part of our ongoing commitment to supporting innovation in insurance distribution, advisor engagement and technology-enabled growth. 

For teams looking to recruit smarter, engage with more precision, and act on better producer intelligence, AdvizorPro is worth a closer look: advizorpro.com