Use source details together
The dataset has a lines_of_authority field and two specialty flags: is_life_health and is_property_casualty. A producer can have both flags. They are useful segmenting fields but do not establish a producer’s current product appointments or sales activity.
The public preview simplifies the display
The directory shows one display specialty per preview row. When both flags are present, life and health takes precedence in that display. The paid CSV retains both flags and the underlying lines-of-authority text so you can build a more precise segment.
Match your offer to your segment
Define the producers who could plausibly use your product or distribution relationship. Then combine specialty, location, experience, and source details. Check a small subset manually before scaling a campaign.