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Find Producers and Agencies that Fit
Faster & Easier
AffinityIQ combines data with proprietary intelligence from nearly 500,000 producer conversations and 30,000+ producers recruited.
Our Recruitment Intelligent Platform is built from
What is AffinityIQ?
AffinityIQ is Xpand Pro’s recruitment software, combining producer and agency data with Xpand Pro’s proprietary intelligence layer built to improve recruiting results.
Agent Data Is Only the Beginning.
PROPRIETARY LOGIC. TESTED IN REAL RECRUITING.
Every segment, screen, and data point puts 18 years of firsthand recruiting knowledge to work—helping you identify fit and prioritize prospects.
HIGHER QUALITY PRODUCER & AGENCY DATA
Find the people and organizations behind your next growth opportunity.
COACHING FROM REAL CLOSERS
Help your team turn prospects into business.
Your subscription brings these together with proprietary market studies—helping distribution leaders plan expansion, marketers build stronger campaigns, and recruiters turn connections into production.
We recruit with it. Our results depend on it.
The Most Frustrating Words in Recruiting: “They gave me a list of names to call.”
Blind outreach burns recruiter energy and wastes hundreds of productive selling hours each month.
The Endless Dialing Loop
Recruiters dial blindly through hundreds of outdated records hit with constant dead ends:
The 10-Minute False Hope
Someone finally answers. The recruiter spends 10 valuable minutes pitching and building rapport...
The Compounding Drain
Multiply that friction across an entire recruiting team every single day:
You Don't Have a Data Problem. You Have a Targeting Problem.
Finding insurance agents isn't difficult. There are millions of them. Finding the RIGHT agents is another matter entirely.
Who actually specializes in the products you're trying to grow?
Who operates in the markets you care about?
Who has the carrier relationships that matter to you?
Who fits your ideal producer profile?
60+ Agents Recruited. One State. Two Months.
A leading national carrier tested AffinityIQ—and expanded nationwide.
The Campaign Story
Florida PilotA leading national health carrier was seeking a better way to recruit independent producers. Its existing data provider generated plenty of names, but too few recruiting results.
The carrier put AffinityIQ to the test in Florida, identifying active health producers who closely matched its ideal recruiting profile.
Using targeted outreach, its recruiting team contracted more than 60 agents in approximately two months, plus an agency that brought in 16 additional sub-agents.
“The campaign delivered 11 times more contracted agents per email sent than the carrier's previously reported results.”
From Florida Pilot to National Expansion
The results spoke for themselves. Based on the 11× increase in contracting yield, the carrier chose to expand AffinityIQ from a single-state test into a nationwide enterprise subscription across all distribution territories.
*11× comparison requires confirmation of the previous provider's results.
Your Most Expensive Resource Isn't Data. It's Recruiter Time.
Recruiter salaries and hours are fixed investments. When you eliminate manual research and dead-end dialing, your team spends their working day doing what they’re paid to do: contracting producers.
Zero Pre-Call Research
Recruiters stop sifting state registry databases and cross-checking LinkedIn. Every list arrives pre-screened with verified lines of authority, active carrier appointments, and territory focus.
Bypass Receptionists & Graveyards
Skip generic office switchboards and voicemail dead ends. Equip your team with verified direct mobile numbers and active inboxes to connect straight with decision-making producers.
Higher-Yield Conversations
Knowing a producer’s current carriers, volume tier, and market focus before dialing turns cold pitches into informed discussions that close contracts substantially faster.
There's Data. And Then There's Recruiting Intelligence.
Most agent-data platforms aggregate basic licensing records and demographics. That's where their value largely ends. For AffinityIQ, it's where ours begins.
Traditional Agent Data
AffinityIQ Intelligence
Not Every Annuity Agent Is an Annuity Specialist.
A license tells you what a producer can sell. It doesn't tell you what they actually sell—or how important that business is to them.
A broad segment of producers who market annuities, including those for whom annuities are only part of their business.
A much narrower segment focused specifically on Fixed Indexed Annuities.
Find the producers who make your target market their business.
Stop searching for more names. Start finding the right producers.
Schedule a DemoA license tells you what an agent can sell. It doesn't tell you what they actually sell.
That’s a critical distinction when recruiting. Consider the findings from our proprietary producer market study:
Marketed Annuities
Over a third of agents hold the license and state they market annuities casually alongside primary lines.
Identified as FIA Specialists
Only 8% actually specialize in Fixed Indexed Annuities as their core, primary production driver.
Licensing Data Outreach
Calling everyone who happens to hold a license burns recruiter bandwidth on non-producers.
Market Intelligence Targeting
Pinpointing the 8% who actively specialize in the exact market you want to grow.
That’s the difference between licensing data and market intelligence.
2.1 Million+ Insurance Professionals. That's Not The Impressive Part.
Anybody can brag about having a massive database. But if your recruiters still have to sift through millions of raw records to find the few people they actually want... what good is raw data?
1. Search It
2. Filter It
3. Segment It
4. Narrow It
Start With The Producer You Want. Then Narrow The Market.
Different recruiting objectives require different producers. AffinityIQ gives your team the ability to search and segment the producer market using insurance-specific data and intelligence.
Licensing & Lines of Authority
Find producers based on specific state licenses and active lines of authority relevant to your exact product opportunity.
Geography & Expansion Markets
Target the exact states, metro regions, and distribution territories where your organization is actively expanding.
Product & Market Specialization
Go beyond broad licensing to narrow toward producers who actively write the specific products you are recruiting for.
Carrier Appointments & Alignment
Better understand existing carrier relationships and where producers naturally fit within your distribution strategy.
Agency Hierarchy & Decision-Makers
Identify independent agencies, regional organizations, and key decision-makers — not simply individual license holders.
Market & Production Indicators
Use additional insurance-specific intelligence and tenure data to identify proven producers who move real volume.
Verified Direct Contact Information
Give your recruiting team the direct phone numbers, emails, and office coordinates needed to start immediate, high-converting outreach.
Licensing & Lines of Authority
Find producers based on specific state licenses and active lines of authority relevant to your exact product opportunity.
Don’t buy another static list. Build the audience you actually want.
There's Data. And Then There's Recruiting Intelligence.
Having thousands of raw rows is not a recruiting strategy. See what happens when raw records are replaced by targeted producer intelligence.
Generic Agent List
“Start calling.”
AffinityIQ™ Intelligence
“Start here.”
Built For Your Specific Recruiting Goal. Calibrated To Your Distribution Model.
Different recruitment campaigns require completely different producers. AffinityIQ segments the market so your team connects with high-fit candidates immediately.
FIA Distribution
Narrow past casual license holders to find verified annuity writers, active FIA specialists, and high-volume producers.
Medicare Growth
Pinpoint dedicated Medicare Advantage and Supplement writers aligned directly with your state and territory expansion plans.
Life Distribution
Identify career life producers, proven IUL writers, and wealth advisors whose backgrounds match your contract structure.
Agency Principals
Directly locate independent agency owners, IMO hierarchy heads, and leadership teams for strategic partnership or rollups.
Your recruiting strategy determines the target. AffinityIQ helps you find the people who fit it.
EXPLORE PRODUCER DATAWe Don't Just Have Data on the Market. We Study the Market.
Licensing records only tell you what credentials an agent holds. Our proprietary quantitative and qualitative research reveals the real people, motivations, and markets behind those licenses.
The Producer Behind The License
Static registries show where an agent can sell, but tell you nothing about where they actually thrive. AffinityIQ unlocks the human behavioral reality behind licensing data — giving your team clear tactical visibility before picking up the phone.
“BUT WE ALREADY HAVE DATA.”
Good. Most sophisticated recruiting organizations do.
The question isn’t whether you have data. The question is what your recruiters can DO with it.
Can they quickly isolate the producers you’re actually looking for?
Can they distinguish a broad license holder from a specialist?
Can they segment audiences around different recruiting opportunities?
Can they identify agents relevant to a specific campaign?
Can they turn millions of potential prospects into a manageable, targeted recruiting universe?
And can they do it without spending countless recruiter hours manually researching prospects?
If your existing data does everything you need, you may already have everything you need.
But if your recruiters are still spending too much time trying to figure out who they should be talking to... You should see AffinityIQ.
Built for Organizations Serious About Distribution Growth.
Precision targeting calibrated to your specific distribution model and recruiting hierarchy:
Pinpoint producers actively writing your target lines across expansion states — eliminating registry bloat and dead-end license holders.
Build outbound recruiter audiences strictly around high-producing independent agents who fit your contract hierarchy and multi-carrier portfolio.
Connect your high-touch underwriting desk and case support with life and annuity specialists actively placing business in your sweet spot.
Equip agency recruiters with verified direct mobile numbers and active licensing data to bypass switchboards and close local candidates faster.
Segment the 2.1M+ producer market around custom enterprise rollouts, product initiatives, and targeted nationwide campaigns.
Pinpoint producers actively writing your target lines across expansion states — eliminating registry bloat and dead-end license holders.
Build outbound recruiter audiences strictly around high-producing independent agents who fit your contract hierarchy and multi-carrier portfolio.
Connect your high-touch underwriting desk and case support with life and annuity specialists actively placing business in your sweet spot.
Equip agency recruiters with verified direct mobile numbers and active licensing data to bypass switchboards and close local candidates faster.
Segment the 2.1M+ producer market around custom enterprise rollouts, product initiatives, and targeted nationwide campaigns.
If recruiting insurance producers drives your growth — AffinityIQ was built for your team.
Don’t Give Your Best Recruiters Your Worst Data.
Think about it.
And then... You hand them a giant list and expect them to figure out who matters.
The quality of your recruiting effort begins before the first call is ever made. It begins with one question:
"WHO ARE WE CALLING?"
AffinityIQ helps your organization answer that question more intelligently.
AffinityIQ IS THE DATA.
XpandPro HELPS YOU PUT IT TO WORK.
AffinityIQ is our proprietary data intelligence platform—its job is to help you identify and target the exact insurance professionals you want to recruit. For organizations that want full-funnel recruiting and marketing execution, XpandPro provides dedicated solutions that convert those targeted audiences into contracted producers.
AffinityIQ
Surfaces verified producing agents, eliminates dead lists, and isolates the specific producer segments aligned with your products, contracts, and territorial goals.
XpandPro
Deploys targeted outreach, personalized omni-channel recruiting sequences, and high-impact marketing infrastructure that turns warm producer audiences into booked recruiter conversations.
Don’t Ask Us To Show You A Database. Ask Us To Find Your Agents.
Put our 2.1M+ producer engine to the test. Give us your target market, license lines, and ideal producer profile—we'll live-query the market around your exact contract hierarchy:
The Producers You Need Are Out There. Let's Find Them.
Your next top producer. Your next high-performing agency. Your next breakthrough in distribution growth.
AffinityIQ helps you find the right people, make better connections, and turn your vision of growth into reality.
Smart recruitment intelligence built for insurance teams looking to find and recruit active producers.
AffinityIQ
Platform
Market Intelligence
Who It's For
About
Contact US
1130 Cleveland St. Ste 120 • Clearwater, FL 33755
Monday-Friday: 9:00 am - 5 pm EST
800-535-4545
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