Jakie dane o tej branży faktycznie istnieją, kto je zwykle posiada, na jakim poziomie szczegółowości i jak trudno je zdobyć. publiczne znaczy jawnie opublikowane; do kupienia — sprzedawane przez dostawcę; partnerstwo — wymaga dwustronnej umowy; na wyłączność — w praktyce zamknięte u jednego podmiotu.
Wpisy w tabeli są opracowane w języku angielskim.
| Kategoria danych | Kto je posiada | Szczegółowość | Dostęp |
|---|---|---|---|
| registry/licensing/permits | Insurance regulators and registers: FCA Financial Services Register, EIOPA insurance intermediaries register, NIPR/NAIC producer licensing… | Per firm and per individual intermediary, with authorisations, permissions and… | publiczne |
| employment & workforce | Broker firms' HR systems, regulator registers of approved persons, professional bodies (CII, BIBA membership), recruitment/salary survey… | Per firm headcount and per registered individual; annual salary/benchmark… | publiczne |
| reviews & sentiment | Review platforms (Trustpilot, Google, Feefo), consumer complaint publications, insurance trade press and broker satisfaction surveys (e.g… | Per review with date and rating; survey results as annual firm-level scores | publiczne |
| financial filings | Company registries (Companies House, business registers), regulators receiving intermediary returns (FCA RMAR), listed brokers' investor… | Annual or semi-annual per legal entity; regulatory returns semi-annual with… | publiczne |
| quality & compliance testing | Regulators' supervisory and thematic review teams, internal compliance/file-review functions, external compliance auditors and networks… | Per file/case sampled; per firm supervisory findings and enforcement notices | publiczne |
| pricing | Comparison websites and aggregators, brokers' quoting systems, rating/quote platforms, market-pricing index vendors (e.g. Marsh, Aon, WTW… | Per quote per risk per insurer; aggregated as quarterly rate change indices by… | do kupienia |
| communications/marketing performance | Brokers' and aggregators' marketing teams, ad platforms (Google Ads), affiliate/lead-generation networks, digital intelligence vendors… | Per campaign / per keyword / daily site traffic and conversion funnel | do kupienia |
| transactional/sales | Insurance brokers and agency networks (their broker management systems, e.g. Applied Epic, Acturis, Vertafore), MGAs, insurer distribution… | Per policy placement / per quote-bind transaction, with premium and commission… | partnerstwo |
| incident/safety/claims | Brokers' claims-handling units, insurers, TPAs, claims databases (e.g. motor/employers' liability databases), ombudsman/complaints bodies | Per claim / per notification; complaints data as firm-level half-yearly… | partnerstwo |
| booking/utilization/occupancy | Brokers' operations teams (quote-to-bind conversion, renewal retention), broker management system vendors' benchmarking products | Monthly per branch/team: quote volumes, hit ratio, retention rate, policies per… | partnerstwo |
| customer demographics | Brokers' CRM and client books, aggregator platforms, data enrichment vendors (Experian, Acxiom) used for lead scoring | Per client/household or per commercial account, with sector, size, location… | na wyłączność |
Zestawione przez system badawczy TriData na podstawie rejestrów publicznych, struktury branży i regulacyjnych obowiązków sprawozdawczych; odświeżane w miarę rozrastania się katalogu. Sam kod sprawdzisz w wyszukiwarce kodów NACE.
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