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Insurance agents and financial professionals who implement strong and proactive insurance marketing strategies in 2026 and beyond, will be those finding the most success locating and connecting with ideal clients. But how do you get such a robust insurance marketing strategy? That’s where the USADATA marketing data ordering platform comes in.
USADATA, available through Senior Market Sales® (SMS), is an easy, fast and cost-effective way to order targeted insurance lead prospect lists for direct mail, phone outreach or multi-touch campaigns — all without long-term commitments or complicated processes. Whether you’re focused on health, wealth or both, this platform helps get your marketing efforts off the ground quickly and confidently.
What Are the Benefits of Using USADATA?
Agents consistently tell us that USADATA checks all the boxes that they need in a quality insurance leads platform — affordability, flexibility and powerful targeting. Here are a few reasons it has become a go-to insurance marketing tool within SMS:
- Low $50 minimum order, delivering approximately 800–1,000 records
- No monthly subscription required — order only when you need data
- Multiple prospect types available, including consumers, businesses and new homeowners
- Low cost per record when ordering through the USADATA link inside the MySMS agent portal
- Deep demographic filters, with hundreds of criteria such as age, income, interests, lifestyle and purchasing habits
Instead of buying generic insurance lead lists, agents can focus their marketing dollars on prospects who closely match their ideal client profile. Doing this saves time and increases the response rate.
3 Easy Steps to Creating Customized Prospect Lists with the USADATA Platform
One of USADATA’s biggest advantages relates to the simplicity of its platform. In three easy steps that can be completed in a matter of minutes, you can create a highly targeted list that aligns perfectly with your insurance marketing goals.
Step 1: Define Your Target Area
Start by choosing the criteria you wish to use for generating your insurance lead list. There are multiple geographic choices, including:
- ZIP Code
- City, county or state
- Radius around an address
- Selecting an area directly from a map
Step 2: Define Your Target Audience
Once you’ve selected your geography, it’s time to define who you want to reach. Using the QuickPicks feature allows you to easily tap into predefined prospect groups such as:
- Turning 65
- New homeowners
- Young families
Alternatively, you can build fully customized lists using hundreds of demographic and lifestyle filters. This includes both consumer and business criteria.
USADATA List Filters |
|
Consumer Criteria includes: |
Business Criteria includes: |
| Age or date of birth | Standard Industrial Classification (SIC) codes |
| Household income and net worth | Employee count |
| Marital status and presence of children | Annual sales revenue |
| Buying behavior and lifestyle interests | |
| Home purchase date and home value | |
Step 3: Review and Place Your Order
Before finalizing your order, the platform generates a real-time count of matching prospects based on your selected criteria. Keep these things in mind regarding your count of matching prospects:
- If the list is too small, simply expand your territory or adjust demographic filters
- If the list is too large, you can limit the number of records to control costs
The flexibility mentioned in the bullets above mean you gain a key advantage because you can review and refine your prospect universe before placing an order. Once you are satisfied with your list, simply enter your credit card information and submit the order. Your list will be delivered within minutes, allowing you to move straight into execution.
USADATA’s insurance technology platform is built for both health and wealth markets and supports a wide range of insurance selling strategies, making it valuable across multiple product lines.
USADATA Platform Capabilities Across Health and Wealth Insurance Markets |
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Health-focused agents can: |
Wealth-focused agents can: |
| Target consumers turning 65, by month, for Medicare marketing | Target new homeowners for life insurance opportunities |
| Build consistent pipelines for AEP and beyond | Use age, income and net worth filters for annuity and long-term care prospects |
| Reach business owners using revenue and employee size criteria | |
Ready to Get Started?
Gaining access to this insurance marketing platform is easy. First, create your complimentary MySMS account. Once you’re logged in, locate the USADATA link that’s housed in the “Leads and Marketing” section.
As you plan for the year ahead, make targeted prospecting a priority. With the USADATA marketing data platform, you can start 2026 strong — armed with the right names, the right data and the confidence to market smarter. Are you ready to convert insurance leads into insurance sales and grow your book of business? USADATA is a great solution.
More About SMS
SMS is a field marketing organization (FMO) with more than forty years of experience helping insurance agents and financial professionals who focus their business in the health and wealth markets. SMS’ goal is to help you save time, make more money and differentiate your practice. If you’re interested in learning more about all the benefits that an SMS partnership can garner, then reach out to a licensed marketing consultant at 1.800.786.5566.
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