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Providing Industry Intelligence to Insurance Professionals

When you work in the insurance field, your clients look to you for more than an inexpensive premium. They look to you to structure customized insurance solutions which not only meet their complex risk profiles, but add value to their overall business model. Whether you are brokering or underwriting risk management solutions in property and casualty insurance, employee benefits, professional liability or other risk management needs, the people you work with want to know that you have a firm grasp on their changing industry dynamics. Moreover, understanding a client's business is critical to the process of assessing risk profiles and determining the appropriate insurance and risk management solutions. First Research Industry Intelligence Sales Tools give you easy access to the deep industry insight you need to consult clients as a trusted financial advisor.

Affordable and focused Industry Intelligence Sales Tools from First Research help insurance professionals shorten research time, articulate the issues their clients are most concerned about and differentiate themselves from the competition.

Easy-to-use Industry Profiles dramatically cut research time and improve closure rates. In just a few minutes, First Research Industry Profiles can help you understand each customer's industry triggers, pain points and opportunities. Use Industry Profiles to review a business’s fundamental operations and efficiently identify prospects’ and clients’ risk management needs. Choose from nearly 200 Industry Profiles to understand your prospects' or clients' critical business issues in:

  • Construction & Real Estate
  • Finance & Insurance
  • Food & Agriculture Services
  • Technology & Communication
  • Wholesale
  • Public Services, Education & Recreation
  • Retail
  • Healthcare Manufacturing
  • Transportation, Energy & Storage

click here to view a complete list

Call Prep Sheets help you communicate your understanding of industry-specific challenges. Review a Call Prep Sheet before your next prospecting call or client meeting and you are prepared to confidently address specialized industry needs and risks. Engaging prospects and clients in a strategic conversation focused on their industry-specific challenges adds value to every discussion and gives you the competitive edge.

Email Alerts help you stay on top of the constant changes in the industries you select and stand apart from the competition. You select the industry and quarterly Email Alerts are delivered directly to your in-box. Leverage up-to-date industry intelligence to add value to prospecting efforts, deepen relationships and elevate your status a trusted financial advisor.

Quarterly State Profiles provide state-specific economic pictures you can use to discover new opportunities with current customers and understand regional issues that may impact a prospect or client's insurance needs.

First Research allows you to stand apart from the competition and become a trusted financial advisor – heading straight to the CEO's office to offer tailored risk management solutions that address a company's unique business needs. Start using First Research today to shorten the sales cycle and win more business.

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Testimonial
“First Research's Industry Profiles help our Producers & Account Managers understand the topical and strategic issues affecting clients' and prospects' industries. Therefore, they are better prepared to approach each discussion from a consultative and advisory perspective. The information goes deep into these industries. Even in some of our core niches , I've found First Research to be valuable.”

Steven A. Ring
Vice President
Arthur J. Gallagher Risk Management Services, Inc.