Washington D.C.-based Judy Diamond Associates announced Monday the launch of a new database that helps carriers scout top brokers to recommend retirement products and allows brokers to view a competitor's book of business.
Judy Diamond Associates, publisher of employee benefits industry prospecting tools and plan data, revamped the former Pension Annuities Database to create BrokerSight, which helps users conduct comprehensive searches on carriers, brokers, clients and other relevant data in the retirement market. Carriers can do a search based on geography and plan details to find the right brokers for them, and group retirement brokers can use the tool to view the client lists of competitors.
"Because of their relationship with high-end clients, annuity-focused brokers are one of the most valuable targets in today's retirement marketplace," said F. Reilly Cobb, managing director of Judy Diamond Associates. "With BrokerSight, carriers and brokerages have the ability to personalize their broker-recruitment strategies with the best and most reliable targeting data available."
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Judy Diamond Associates obtains raw data from the Department of Labor's Form 5500 and then applies proprietary methodology to create a complete view of the market. The company also appends value-added data such as phone numbers to enable subscribers to easily reach out to the most productive brokers in any market.
The BrokerSight Database is a subscriber service; plans start at $2,500. To learn more about BrokerSight or any other Judy Diamond Associates product, visit www.judydiamond.com or call 800-231-0669.
Judy Diamond Associates and BenefitsPro.com are both owned by Summit Business Media.
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