WealthEngine

When you manage a large book of clients and an even larger universe of prospective clients, it’s important to efficiently and effectively grow your business.

That’s where WealthEngine comes in. We can give you the most complete, up-to-date wealth picture of the clients that are currently driving your business and the prospects that have the potential to become your best future clients. 

WealthEngine currently works with Insurance and Financial Services clients throughout the country to find wealthy individuals and the “mass affluent”.  We provide value-added services increasing information under management and prospecting capabilities.  With our tools carriers, agencies, producers and brokers can uncover new advanced planning opportunities, cross-sell effectively, and leverage new referrals from individuals in an existing book of business.

With over 20 years of experience and a collection of hundreds of wealth attributes, we offer proven solutions across Analytics, Research, Prospecting and Consulting, to help you maximize your results.

• Analytics: Get transformational insight on your customers and prospects, so you can focus your business development activities on your highest value prospects.
• Research: Get a complete picture of the wealth attributes of your current and future customers.
• Prospecting: Reach executives, entrepreneurs and other high net worth prospects with targeted prospecting lists and integrated marketing services.
• Consulting: Apply powerful insight & advice to all of your marketing strategies. Consultants provide dedicated attention so you hit your goals from start to finish.