IB+ Data Hub offers strategic edge for U.S. wealth advisors and RIAs advising business clients

A new data intelligence platform originally built for the insurance industry is gaining traction among wealth advisors, RIAs, and financial planners—particularly those serving high-net-worth individuals, business owners, or corporate clients. 

IB+ Data Hub, developed by Insurance Business, provides access to premium carrier data, litigation trends, commission benchmarks, and regulatory insights, making it a valuable resource for financial professionals looking to strengthen their advice around risk management and insurance selection. 

While the platform’s roots are in insurance, it’s now being adopted by forward-thinking advisors who see insurance as a core pillar of financial strategy. 

“For RIAs and planners advising business owners or high-net-worth clients on risk transfer strategies, commercial coverage, or property-related exposures, the data in IB+ is not just informative—it’s actionable,” said Claire Preen, director of intelligence at Insurance Business. “It helps advisors better understand market dynamics, evaluate carrier reliability, and stay ahead of litigation and regulatory developments that can influence coverage decisions or business risk planning.” 

What IB+ Data Hub offers to wealth advisors 

Subscribers gain access to: 

• Carrier performance and strategy data, including premium and loss experience 
• Brokerage commission and fee benchmarks, useful for comparing insurance recommendations 
• Legal case summaries related to life, disability, health, and benefits litigation 
• Quarterly updates on regulatory trends, emerging risks, and compliance developments 

A due diligence tool for risk-based planning 

For financial planners and RIAs advising clients on commercial insurance, property portfolios, or business continuity strategies, IB+ Data Hub serves as a due diligence tool—helping assess not just which types of coverage might be appropriate, but which carriers are most reliable, how market trends are shifting, and where litigation or regulatory risk may emerge. 

“This is about giving planners the same edge insurance brokers and actuaries have,” Preen added. “If you're advising on policies that might be in force for 20 years, you want to know what’s happening behind the curtain.” 

Subscription options 

IB+ Data Hub is available at two access levels: 

• A full data subscription, ideal for firms and consultants seeking deep insights 
• A lighter IB+ tier, offering curated content and reports for planners who want strategic intel without heavy data needs 

Individual subscriptions start at $9/week, with annual access available for $399. 

To learn more or explore a trial for your practice, visit https://www.insurancebusinessmag.com/us/subscribe/.