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  • Milemarker™ Solutions
  • I AM A
  • Insurance Executive

Your Data Exchanges Are Failing You.

Time to Build Your Own Pipeline.

You’re paying millions for data exchanges that deliver stale information through broken transmission systems. Your competitive intelligence arrives too late. Your product positioning gets lost in translation.

Milemarker™ redefines how insurance data reaches advisors.

Fix My Data Pipeline
See Insurance Demo
  • The Data Exchange Reality

Expensive Pipes. Dirty Water.

Monday morning. Competitive intelligence meeting.
“Northwestern just dropped their rates 50 basis points. Do our advisors know our new positioning?”
Check the data exchange. Last update: three weeks ago. Status: “processing.”
Wednesday. Product launch crisis.
“Our new annuity should be live on advisor platforms. Why can’t RIAs find it?”
Call the data vendor. “Technical issues with the transmission.” ETA for fix: unknown.
Friday. Market opportunity missed.

“That $500M RIA was comparing our product to competitors. They couldn’t get our current rates.”

You're losing business to data transmission failures, not product failures.
  • What's Actually Broken

The Inferior Exchange Problem

Stale Data Pipelines

Traditional exchanges batch process your updates weekly or monthly. Market opportunities expire while your data sits in queues.

Transmission Failures

Updates get lost, corrupted, or delayed in multi-vendor relay systems. Your competitive advantages never reach decision makers.

Limited Reach

Exchanges only connect to major platforms. Your data never reaches the boutique RIAs and independent advisors who drive 40% of sales.

No Quality Control

Once your data enters the exchange, you lose control. Formatting errors, missing updates, and incorrect positioning happen without your knowledge.

Zero Intelligence Back

You send data into a black hole. No visibility into who uses it, how it’s positioned, or why opportunities are lost.

Your distribution strategy depends on infrastructure you don't control.
  • What We Redefine

Direct, Intelligent Data Transmission

Real-Time Pipeline

Your product updates, rate changes, and competitive positioning flow directly to advisor systems in real-time. No batching. No delays. No transmission failures.

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Universal Reach

Connect to every advisor platform—major systems like Orion and Black Diamond, plus boutique RIA platforms and independent advisor tools the exchanges miss.

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Guaranteed Delivery

Your data reaches its destination accurately and completely. Built-in validation ensures advisors see exactly what you intended.

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Complete Control

Monitor every transmission, track every update, and optimize every connection. Your data pipeline works for you, not against you.

Direct Advisor Platform Integration & Real-Time Market Intelligence

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Direct Advisor Platform Integration

  • Real-time data transmission to Orion, Black Diamond, Addepar & 130+ advisor systems

  • Immediate rate updates and & changes across all connected platforms

  • Automated competitive positioning updates triggered by market events

  • Universal reach including boutique RIA & independent advisor platforms

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Market Intelligence Dashboard

  • Real-time visibility into advisor usage of your product data

  • Competitive positioning tracking across all advisor platforms

  • Opportunity identification based on advisor search & comparison patterns

  • Performance analytics showing which data drives advisor decisions

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Transmission Control Center

  • Complete oversight of data flow across all advisor channels & platforms

  • Custom transmission rules based on advisor type, geography & specialization

  • Automated competitive response protocols triggered by market changes

  • Distribution optimization based on advisor engagement & conversion data

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Advanced Market Analytics

  • Advisor behavior intelligence showing how your products are researched & positioned

  • Competitive displacement opportunity identification based on comparison patterns

  • Product development insights from advisor usage & feedback data

  • Market expansion opportunities through advisor platform analytics

The Transformation

  • Before Direct Pipeline
  • Data updates = weeks delayed through inferior exchange systems

  • Transmission reliability = "hope it gets there eventually"

  • Market intelligence = quarterly reports from exchange vendors

  • Competitive response = reactive & often too late

  • After Direct Pipeline Data updates
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Data updates

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real-time delivery to every advisor platform that matters

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Transmission reliability

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guaranteed delivery with validation & error correction

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Market intelligence

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live visibility into advisor behavior & product positioning

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Competitive response

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automated & immediate across all advisor touchpoints

Real Results

Big fan of data and all Milemarker™ does.

Picture of Molly Pierce

Molly Pierce

CEO at Track That Advisor

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90%

reduction in data transmission delays and failures

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100%

&visibility into advisor usage and product positioning

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300%

more connectivity to advisor platforms than traditional exchanges

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Real-time

competitive intelligence & automated market response

Superior

Pipeline Features

Enterprise Data Transmission

  • Direct API connections bypassing traditional exchange bottlenecks

  • Real-time streaming protocols ensuring immediate advisor platform updates

  • Intelligent routing optimized for each advisor platform's specific requirements

  • Backup transmission paths ensuring guaranteed delivery even during system failures

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Quality Assurance Controls

  • Pre-transmission validation preventing data corruption & formatting errors

  • Real-time monitoring detecting & correcting transmission issues automatically

  • Complete data lineage tracking from source to advisor platform delivery

  • Automated rollback capabilities for incorrect or corrupted transmissions

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Universal Platform Coverage

  • Direct integration with major platforms like Orion, Black Diamond, & Addepar

  • Connectivity to boutique RIA platforms & independent advisor systems

  • Custom integration capabilities for unique advisor technology stacks

  • Geographic expansion support for international advisor platforms

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Competitive Intelligence Integration

  • Real-time competitive product monitoring & automated response protocols

  • Advisor comparison behavior tracking showing competitive positioning effectiveness

  • Market share analysis based on advisor platform usage & selection patterns

  • Win/loss intelligence providing specific reasons for advisor product choices

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Built For

Modern Insurance Distribution

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Enterprise Infrastructure

SOC 2 Type II compliant platform with enterprise-grade security meeting insurance industry regulatory requirements.

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Scalable Architecture

Support unlimited advisor connections with performance optimization ensuring fast, reliable data delivery at any scale.

Regulatory Compliance

Complete audit trails, data governance controls, and compliance monitoring built for insurance industry oversight.

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Integration Leadership

Connect to any advisor platform, normalize any data format, and optimize any transmission protocol.

Advanced

Intelligence Capabilities

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Predictive Market Analysis

  • Forecast advisor demand for products based on platform usage & search patterns

  • Predict competitive threats & optimize preemptive positioning strategies

  • Risk overlay integration with advisor risk management

  • Optimize product development priorities using advisor engagement intelligence

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Distribution Optimization

  • Advisor channel effectiveness analysis showing highest-converting platforms & relationships

  • Geographic & demographic optimization based on advisor platform analytics

  • Resource allocation guidance maximizing ROI across distribution channels

  • Partnership evaluation identifying most valuable advisor platform integrations

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Real-Time Market Response

  • Automated competitive positioning updates across all advisor platforms simultaneously

  • Dynamic pricing & positioning optimization based on real-time market intelligence

  • Crisis response protocols ensuring immediate message coordination across all channels

  • Market opportunity capitalization through immediate advisor notification systems

Powered by:
Built with:
Enhanced by:
  • Market Intelligence
Milemarker logo in white, representing a financial advisory business focused on serving, specializing, and scaling for growth.

Ready to Redefine Your Data Pipeline?

Audit Your Current Exchanges

Free analysis of transmission failures and missed opportunities in your current data distribution.

See Direct Pipeline Demo

Watch real-time data transmission that eliminates exchange failures.

Book Pipeline Strategy Call

45 minutes to design direct advisor connectivity that never fails.

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Stop accepting transmission failures as normal.

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Stop losing market opportunities to data delays.

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Stop paying for infrastructure that works against your growth.

Why Direct Control Changes Everything

Your advisors are investment professionals. Their tools should reflect that.

Build the direct pipeline that puts you in control of your market presence.