How are the lists compiled?

The Consumer Database is comprised of nearly 200 million households, compiled a great number of sources. More than 80 sources each month are used to update and compile names. These include the three major credit bureaus, motor vehicle, voter registrations, warranty and registration data, census data, phone directories, and many more. This multi-sourced method increases and enhances the overall quantity, quality and accuracy of the names. The Business Database is comprised of over 18 million businesses and is continuously updated and enhanced. A few major sources include financial and company publications, annual business reports, The Yellow Pages, Business White Pages, government directories and reports, and many more. Specialty Lists are individually compiled from a specific subscriber list, catalog buyer, or direct reported source. Telephone numbers are usually not available on very specific lists.

How often are your lists updated?

Several times each month new data is added and old names are removed. It is a perpetual process. Then once a month, all data is “scrubbed” against the National Do Not Call registry.

Are tax returns used to source income information?

No. Only public records are available. Income information is primarily self-reported through credit bureaus, surveys, warranty registry information, mortgage data, census information, as well as many other self-reported sources and modeled statistics.

Are your lists checked against the National Do Not Call registry?

All residential lists are scrubbed against this list every month. Regulations now state that once a telephone is added to this registry, it does not “expire”, and remains until the owner removes it. For more information, refer to the link under our ‘Resources’ tab. (Can also insert the link right here)

How accurate is your data? Are your lists CASS Certified?

All data is updated at least twice a month. All data is CASS Certified and DPV Processed. CASS or the Coding Accuracy Support System was developed by the USPSÆ to evaluate the accuracy of address-matching software programs. DPV, or Delivery Point Validation is a USPS technology that helps validate the accuracy of address information. The accuracy of our lists average over 98%. It is then ‘scrubbed’ against the National Do-Not-Call list once/month to scrub out any phone numbers on the DNC. We also perform NCOA Link processing (National Change of Address) on our consumer and business files each month. We go to great lengths to ensure the highest quality and accuracy of all products offered

How are your lists sorted?

The most popular request is by zip code, then street sequence. This is the actual Walk Sequence of the postal carrier, thus the Carrier Route sort, then zip+4, then house number. It is ideal for door-knocking and face-to face marketing. Also, since the list is (unless requested otherwise) in an Excel® spreadsheet, it can be sorted by any of the column headings: Surname, Age, Income, etc. There are no restrictions on changing the content once you receive it.

What formats can I get my list in?

The most popular format is the Excel® spreadsheet. This is ASCII Format, comma-delimited and can be delivered via e-mail or CD. We also offer a telephone manuscript printout, sorted in street sequence, unless otherwise requested. You may have all formats for an additional $25.00 flat charge, regardless of order quantity.

How often will my list be re-sold?

Technically we offer a minimum or 60-Day Protection. However, keep in mind there is no true exclusivity to names any company offers. There will be overlap with names that different companies provide. So while we can ‘protect’ what goes out the door at Affinity, there’s no guarantee that some of those same names aren’t being sold elsewhere. This is true of any company selling data/prospect lists.

Are there lists of people who have responded to a survery indicating they are unhappy with their current financial advisor, and are looking to change?

There are no survey’s being conducted my phone, internet, mail, or any other way to know this information. Banks and financial institutions do NOT sell their customer information. Companies who claim to have these lists are not on the up-and-up; these are fraudulant claims. If it sounds too good to be true, it usually is.

Can I get something more specific than demographic overlays?

Yes. We offer specialty lists of all types. However, the more specific the list, the smaller database it will be derived from, therefore the more expensive, with 5,000+ name minimums. Many times there when utilizing a Specialty List, in order to meet minimum order requirements, it is necessary to expand the geography to include several counties or go state-wide.

Do you replace or refund for bad or unusable names? What about duplication of my current customers or prospects?

No. We set our prices to accommodate a small error rate averaging 5 to 10%, while keeping the lists as clean and accurate as possible. This no-replace policy has allowed us to keep our overall prices down.