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

in markets, solutions, services and sectors


Deepen relationships

and provide leading client experiences

hockey stick growth

Build brand and reputation

manage knowledge and risk

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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

Help your clients and your company identify current and future talent from a globally expanding database designed for searching by unique talent search criteria including diversity and inclusion.

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

Invest in and focus on the client relationships that matter and are meaningful to your company. Map relationships from the individual to your network to the market to find the people behind deals, transactions, and portfolio companies to quickly identify the connections most likely to drive successful conversations with positive outcomes.
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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.

manage talent

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.

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leadership team members and senior management roles

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PE portfolio companies and their 150,000+ employees
We try to marry the information that we get from BoardEx with some of our internal customer data. We actually get a series of data files from BoardEx in batch and we merge them all together into a search engine for the firm.
Senior VP
Large Bank

Related Resources


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 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. 

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