Insurance companies use BoardEx to identify hidden relationships, evaluate risk, grow their business and stay of top of changes as they happen.
Develop and extend footprint
Identify synergies for growth
Enable Practice Leaders to connect with board executives, risk, audit and other committee members, C-suite such as Chief Risk Officers, General Counsels, and other decision-makers.
Develop and scale innovative solutions and identify new opportunities with warm introductions and referrals from existing client relationships, alumni, and service providers, and advisors.
Broaden your talent search
Provide leading client relationships
an expansive dataset with unique insights
Use our propretary dataset to derive the latest insights and knowledge of sectors, clients, and competitors to inform company strategy and decisionmaking to increase client and shareholder confidence.
Benchmark market position, conduct peer analysis, and track people movements to reposition solutions for growth.
Focus your efforts
Go beyond your CRM
launch business development, sales and marketing initiatives
Build a robust sales funnel by targeting the most actionable audience. Research the backgrounds of executives and policyholders as part of underwriting due diligence with in-depth knowledge of the individual.
Integrate BoardEx data with your CRM system for a consolidated and current view of clients, prospects. Manage risk and knowledge across account teams and the company.
A 360-degree view of Insurance talent in your company’s applicant tracking system helps you monitor and track candidate progress.
Source and profile speakers and ambassadors for strategic relationship programmes and other marketing activities.
Recommend associations and affiliations to Not-for Profit and other organizations for Practice Leaders and Client Executives to join to deepen account relationships with strategic external engagements.
leadership team members and senior management roles
CEOs, CFOs, CROs, GCs
We’ve compiled a list of questions that customers ask us the most about BoardEx. If you’re unable to find the answer you are looking for, please contact us at firstname.lastname@example.org and we will be happy to help.
Download our brochure to learn how BoardEx drives client value and trust for Insurance companies with relationship data.