Whether you are on the pension and retirement or health and welfare side of the employee benefits industry, we have a solution that will help you to grow your market share, keep track of your competition, and build relationships with new clients.
Solutions for Financial Professionals
Financial advisors and agents and brokers who recommend pension and retirement products rely on our prospecting tools to help grow their market share. We also offer solutions for accounting firms and legal institutions that prepare tax and other legal or government documents.
Solutions for Financial ProfessionalsSolutions for Carriers
Insurance carriers that are looking to recruit top brokers and TPAs or that are interested in monitoring their competition, count on our suite of lead generation and competitive intelligence tools to support their business growth.
Solutions for Agents & Brokers
Employee benefits agents, brokers, and TPAs who are looking to identify employer groups interested in their health and welfare products turn to our prospecting tools to help them monitor their competition and grow their books of business.
Solutions for Third Party Administrators
TPAs who wish to build relationships with new carriers and to identify employer groups interested in their health and welfare products turn to Judy Diamond Associates for valuable prospecting tools and directories.
