- Solutions
- Milemarker™ For
- Insurance Companies
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.
- 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.
Friday. Market opportunity missed.
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.
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.
Guaranteed Delivery
Your data reaches its destination accurately and completely. Built-in validation ensures advisors see exactly what you intended.
Complete Control
Monitor every transmission, track every update, and optimize every connection. Your data pipeline works for you, not against you.
Two-Way Intelligence
See how advisors use your data, position your products, and respond to competitive changes. Transform data transmission into market intelligence.
Direct Advisor Integration & Guaranteed Data Integrity
Direct Advisor Platform Integration
- Real-time data transmission to Orion, Black Diamond, Addepar, & 130+ advisor systems
- Immediate rate updates & product changes across all connected platforms
- Automated competitive positioning updates triggered by market events
- Universal reach including boutique RIA & independent advisor platforms
Guaranteed Data Integrity
- End-to-end validation ensuring your data arrives exactly as intended
- Real-time error detection & automatic correction protocols
- Complete transmission audit trails for regulatory compliance
- Quality control monitoring with immediate failure alerts & resolution
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
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
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 Pipeline
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
real-time delivery to every advisor platform that matters
Transmission reliability
guaranteed delivery with validation & error correction
Market intelligence
live visibility into advisor behavior & product positioning
Competitive response
automated & immediate across all advisor touchpoints
Real Results
Finally, someone is leveling up the data experience for advisors. What Milemarker™ is doing has been long overdue in the wealth management industry.
Torie Happe
Holistiplan Head of Partnerships
90%
reduction in data transmission delays & failures
60%
visibility into advisor usage & product positioning
Real-time
competitive intelligence & automated market response
Direct
connectivity to 300% more advisor platforms than traditional exchanges
Pipeline Features
Superior
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
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
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
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
Built For
Modern Insurance Distribution
Enterprise Infrastructure
SOC 2 Type II compliant platform with enterprise-grade security meeting insurance industry regulatory requirements.
Scalable Architecture
Seamless integration of private markets, real estate, and venture opportunities alongside traditional investments.
Regulatory Compliance
Complete audit trails, data governance controls, and compliance monitoring built for insurance industry oversight.
Integration Leadership
Different advisors can have customized experiences while maintaining centralized oversight and control.
Advanced
Intelligence Capabilities
Predictive Market Analysis
- Forecast advisor demand for products based on platform usage & search patterns
- Predict competitive threats & optimize preemptive positioning strategies
- Model market expansion opportunities based on advisor behavior analytics
- Optimize product development priorities using advisor engagement intelligence
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
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
Other Solutions For:
- RIA's & Family Offices
Ready to Redefine Your Data Pipeline?
Free analysis of transmission failures and missed opportunities in your current data distribution.
Watch real-time data transmission that eliminates exchange failures.
45 minutes to design direct advisor connectivity that never fails.
Stop accepting transmission failures as normal.
Stop losing market opportunities to data delays.
Stop paying for infrastructure that works against your growth.
Why Direct Control Changes Everything
Every day you depend on inferior data exchanges is another day competitors with better pipelines capture your opportunities.