financial services & insurance marketing

We know who’s in the market for insurance and financial services right now. Let’s bring them to your business today.

Million Consumers in Database

Million Households in Database

# of States Data Available

Attract Consumers In the Market For Insurance & Financial Services Today!

Using hundreds of sources of offline and online data, best-in-class technology and analytics, and proprietary data methodology through our third party data partner, we can connect you with consumers in the market for banking and financial services based on browsing behavior or recent visits to banking and financial establishments.

How The Program Works


Starts with Our Partner 3rd Party Consumer Data Platform

We have partnered with the Industry Leading Consumer Database Provider with over 215+ million consumers, most with exact age and estimated income information and 138 million households.

Target Ready-to-Buy Shoppers Customized For Your Business

We work with our clients to identify and target consumers who are In-Market and intending to buy insurance and financial services within 90 days.

Marketing Strategy That Drives Ready-to-Buy Consumers to your Retail and Online Locations

We work with our clients to determine the branding, messaging and offers to entice ready-to-buy shoppers to choose their finnacial institution to visit versus the competition. Our program consists of an omnichannel approcah as we offer email, postal, social and digital advertising solutions.

Weekly Analytics On The Performance Of Your Program

We measure everything in our Marketing Program. We use website analytics to show our clients weekly traffic and who’s filling out forms from the digital campaigns. Along with any promotional redemption offers from the campaign.

Monthly Reports on ROI

Our clients are our partners. We share our Ready-To-Buy Consumer lists with our clients from the beginning as the goal is to close more deals. We have a monthly recap meeting after each month to look at leads, where they came from, wins & loses along with strategy for the following month.

Interested In Learning More About Our Insurance & Financial Services

Marketing Program?

Contact Us Below!

Get In Touch

(203) 633-4154


28 B Russell St
Litchfield, CT 06759


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