Datakällor: Verksamhet utförd av försäkringsombud och försäkringsmäklare
Vilka data som faktiskt finns om den här branschen, vem som vanligen har dem, på vilken granularitet och hur åtkomliga de är. Öppna betyder öppet publicerade; köpbara säljs av en leverantör; partnerskap kräver ett bilateralt avtal; exklusiva är i praktiken inlåsta hos en enda part.
Tabellposterna är skrivna på engelska.
| Datakategori | Vem har dem | Granularitet | Åtkomst |
|---|---|---|---|
| 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… | öppna |
| 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… | öppna |
| 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 | öppna |
| 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… | öppna |
| 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 | öppna |
| 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… | köpbara |
| 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 | köpbara |
| 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… | partnerskap |
| 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… | partnerskap |
| 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… | partnerskap |
| 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… | exklusiva |
Sammanställt av TriDatas researchsystem ur offentliga register, branschstruktur och regulatoriska rapporteringskrav; uppdateras i takt med att den underliggande katalogen växer. Slå upp själva koden i NACE-kodsökningen.