Ce date există de fapt despre această industrie, cine le deține de regulă, la ce granularitate și cât de ușor se obțin. Publice înseamnă publicate deschis; de cumpărat sunt vândute de un furnizor; parteneriat cere un acord bilateral; exclusive sunt practic blocate la o singură parte.
Intrările din tabel sunt redactate în engleză.
| Categorie de date | Cine le deține | Granularitate | Acces |
|---|---|---|---|
| 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… | publice |
| 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… | publice |
| 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 | publice |
| 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… | publice |
| 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 | publice |
| 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… | de cumpărat |
| 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 | de cumpărat |
| 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… | parteneriat |
| 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… | parteneriat |
| 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… | parteneriat |
| 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… | exclusive |
Compilat de sistemul de cercetare TriData din registre publice, structura industriei și obligațiile de raportare reglementate; actualizat pe măsură ce catalogul de bază crește. Căutați codul propriu-zis în căutarea de coduri NACE.
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