Data tools

AdvizorPro is the leading intelligence platform for the insurance and wealth industry, helping IMOs, FMOs, BGAs, and distribution teams find, understand, and recruit producers. We map producers across both the insurance and wealth channels and connect the two, so you see the whole producer instead of half. On the wealth side that includes more than 700,000 verified RIA and family office profiles, and we also serve the asset managers, ETF issuers, and wealthtech firms prospecting across the same market.

The platform runs on verified data that is continuously updated by our AI engine and the teams using it, so you work from what’s true now, not a stale file. Search and filter by license, carrier appointments, and lines of authority to surface best-fit producers, then get the context that wins meetings: team structure, recent moves, and intent signals. Native CRM integrations with Salesforce, HubSpot, and Dynamics auto-enrich contacts and power real-time workflows, while TrafficIQ identifies anonymous producers and firms visiting your site. AdvizorPro also connects directly to AI tools like Claude and ChatGPT, bringing live producer data into your workflows in plain English.

Soss Strategy Group partners with insurance and insurtech leaders to turn raw data into a strategic asset. We act as a product owner of your data — defining what should be measured, how it flows across systems, and how it connects to business outcomes. Our work surfaces the insights that drive roadmap decisions, operational improvements, and growth strategies grounded in evidence rather than intuition. When leaders know their data is structured, reliable, and tied to real goals, they stop second-guessing and start moving with confidence.

Bestow Intelligence leverages cutting-edge data technology to transform your business operations.  By harnessing the power of modern data analysis, Bestow Intelligence provides valuable insights and actionable strategies, enabling you to optimize processes, improve decision-making, and ultimately revolutionize how you do business.

TeamShield by Go Culture™ is an AI-driven workforce risk prevention and analytics platform that gives insurers and insured organizations early visibility into people-driven risk that often escalates into EPL claims, high-severity losses, and nuclear verdicts.

By capturing and analyzing leading indicators inside the workforce—well before complaints, claims, or litigation— TeamShield by Go Culture™ helps carriers and their customers move risk management upstream. The platform transforms employee sentiment, communication patterns, and operational friction into actionable intelligence, enabling proactive intervention, documented good-faith efforts, and measurable loss-ratio improvement.

TeamShield by Go Culture™ is designed to operate as a prevention layer, not a claims or HR replacement—supporting underwriting differentiation, risk mitigation strategies, and stronger insured relationships.

InsureSight® leverages data analytics and AI to offer you a holistic view of your operations to help improve performance and drive growth. Identify markets for entry by analyzing the white space for your product portfolio, and gain insight into the industry and how you stack up with the competition. Scorecard views provide easy snapshots on the performance metrics of carriers, distributors and/or agents, and real-time reporting ensures the data is as fresh as possible.

LexisNexis^® ThreatMetrix^® for Insurance is a crowdsourced repository of global digital transaction intelligence that combines offline behavior with online transaction insights to better confirm identities, prevent fraud and provide a seamless customer experience.

LexisNexis® Risk Classifier with Medical Data integrates behavioral and medical history into a single underwriting model. This helps enable life insurers to better understand and segment risk, minimize invasive requirements and accelerate the underwriting decision process.

As an interactive single-inquiry solution, LexisNexis^® Life Data Prefill helps streamline the insurance process at the point of application, reducing the time and cost of capturing some of the data necessary to help properly evaluate your applicants.

LexisNexis® Emailage® for Insurance is a powerful fraud risk scoring solution that reimagines fraud detection by utilizing email intelligence as a core risk identifier. By evaluating email address metadata points like domain details, email details, risk indicators and other personally identifiable data, Emailage® delivers both decision data and a risk score that helps prevent fraud during various stages of the insurance process.