Identify and engage the right providers
Know who matters, why they matter, what resonates, and refine your approach as insight compounds over time.
How Teams Use Provider Intelligence
Advanced Provider Search
Access the widest set of filters to find your target providers in minutes.
Provider Alignment Analysis
Dr. John Smith · Report 39 of 60
Analyzing clinical focus and patient mix
Assessing referral pathways and organizational fit
Evaluating payer and operational readiness
Mapping professional networks and relationships
Identifying leadership roles and influence signals
Reviewing events, publications, and social presence
Generating personalized engagement angle
Scoring Overall Alignment Based on your goals
Provider Alignment Analysis
Dr. John Smith · Report 39 of 60
Analyzing clinical focus and patient mix
Assessing referral pathways and organizational fit
Evaluating payer and operational readiness
Mapping professional networks and relationships
Identifying leadership roles and influence signals
Reviewing events, publications, and social presence
Generating personalized engagement angle
Scoring Overall Alignment Based on your goals
Provider Alignment Analysis
Dr. John Smith · Report 39 of 60
Analyzing clinical focus and patient mix
Assessing referral pathways and organizational fit
Evaluating payer and operational readiness
Mapping professional networks and relationships
Identifying leadership roles and influence signals
Reviewing events, publications, and social presence
Generating personalized engagement angle
Scoring Overall Alignment Based on your goals
Provider Intelligence
Provider Intelligence
Gain deeper insights of every provider by pairing clinical and operational data with personal background, traits, and influence to build real human rapport.
Personalized Outreach
Generate personalized outreach tailored to each provider’s background, interests, mutuals, and relationship context. Approve or edit before sending.
Search: NYC private-practice ENTs, commercial heavy plans,
PCP referrals, 50+ sinus surgeries yearly, strong allergy-panel
use, and less than 5 years in market.
Results:
7 ENTs found!
Beginning Research!
How much budget do the client have.
Alan Cohen MD · Rank 3/7 · High Fit · Goal: Referral Growth
Clinical ✓ · Network ✓ · Payer ✓
Shared Context Identified:
3 confirmed mutuals · UCSF affiliation · Shared language ·
Tennis interest · 2 Shared Societies · Aligned patient mix
Approve · Waitlist · Reject → Engagement Plan
Search: NYC private-practice ENTs, commercial heavy plans,
PCP referrals, 50+ sinus surgeries yearly, strong allergy-panel
use, and less than 5 years in market.
Results:
7 ENTs found!
Beginning Research!
How much budget do the client have.
Alan Cohen MD · Rank 3/7 · High Fit · Goal: Referral Growth
Clinical ✓ · Network ✓ · Payer ✓
Shared Context Identified:
3 confirmed mutuals · UCSF affiliation · Shared language ·
Tennis interest · 2 Shared Societies · Aligned patient mix
Approve · Waitlist · Reject → Engagement Plan
Search: NYC private-practice ENTs, commercial heavy plans,
PCP referrals, 50+ sinus surgeries yearly, strong allergy-panel
use, and less than 5 years in market.
Results:
7 ENTs found!
Beginning Research!
How much budget do the client have.
Alan Cohen MD · Rank 3/7 · High Fit · Goal: Referral Growth
Clinical ✓ · Network ✓ · Payer ✓
Shared Context Identified:
3 confirmed mutuals · UCSF affiliation · Shared language ·
Tennis interest · 2 Shared Societies · Aligned patient mix
Approve · Waitlist · Reject → Engagement Plan
Process
How we Turn Provider Data into Outcomes
Strategy
Insights
Growth
TARGETING SETUP
Set objective + market
Define ICP + Select signals
Create scoring criteria
Run Research
Outreach Plan
Yes
High fit + reachable?
No
Waitlist / Remove
01 – Strategy
Define Your Objective
Start with your goals, whether that’s network growth, referral optimization, recruitment, or commercialization. Configure targeting criteria, priorities, and workflows to match how your team actually operates.
Strategy
Insights
Growth
TARGETING SETUP
Set objective + market
Define ICP + Select signals
Create scoring criteria
Run Research
Outreach Plan
Yes
High fit + reachable?
No
Waitlist / Remove
01 – Strategy
Define Your Objective
Start with your goals, whether that’s network growth, referral optimization, recruitment, or commercialization. Configure targeting criteria, priorities, and workflows to match how your team actually operates.
Strategy
Insights
Growth
TARGETING SETUP
Set objective + market
Define ICP + Select signals
Create scoring criteria
Run Research
Outreach Plan
Yes
High fit + reachable?
No
Waitlist / Remove
01 – Strategy
Define Your Objective
Start with your goals, whether that’s network growth, referral optimization, recruitment, or commercialization. Configure targeting criteria, priorities, and workflows to match how your team actually operates.
Referral Volume
Procedure Volume
Specialty
Location
Payer Alignment
Affiliations
Practice Size
Behavior Signals
USE CASES
Built for Healthcare Commercialization.
Physicians & Clinics
Filter by referral patterns, specialty complement, payer mix, proximity, practice size, and shared networks. Identify referral partners that align with your patient population and growth goals, with enough context to engage confidently before emails, calls, or meetings.
Provider Relations Teams
Commercial & Business Development Teams
Physicians & Clinics
Filter by referral patterns, specialty complement, payer mix, proximity, practice size, and shared networks. Identify referral partners that align with your patient population and growth goals, with enough context to engage confidently before emails, calls, or meetings.
Provider Relations Teams
Commercial & Business Development Teams
Physicians & Clinics
Filter by referral patterns, specialty complement, payer mix, proximity, practice size, and shared networks. Identify referral partners that align with your patient population and growth goals, with enough context to engage confidently before emails, calls, or meetings.
Provider Relations Teams
Commercial & Business Development Teams
Benefits
How insights become advantages
Smarter Targeting
Identify providers aligned with your clinical, operational, and growth goals in minutes.
Smarter Targeting
Identify providers aligned with your clinical, operational, and growth goals in minutes.
Smarter Targeting
Identify providers aligned with your clinical, operational, and growth goals in minutes.
Deeper Context
Understand provider background, behavior, and influence so interactions feels human.
Deeper Context
Understand provider background, behavior, and influence so interactions feels human.
Deeper Context
Understand provider background, behavior, and influence so interactions feels human.
Personalized Outreach
Send tailored outreach using shared context, interests, and mutuals, ready to send.
Personalized Outreach
Send tailored outreach using shared context, interests, and mutuals, ready to send.
Personalized Outreach
Send tailored outreach using shared context, interests, and mutuals, ready to send.
Higher Engagement
Increase response rates by reaching the right providers with messages that resonate.
Higher Engagement
Increase response rates by reaching the right providers with messages that resonate.
Higher Engagement
Increase response rates by reaching the right providers with messages that resonate.
Actionable Insights
Turn fragmented provider data into clear guidance on who to contact and why.
Actionable Insights
Turn fragmented provider data into clear guidance on who to contact and why.
Actionable Insights
Turn fragmented provider data into clear guidance on who to contact and why.
Time Efficiency
Replace hours of manual research and spreadsheets with one intelligent platform.
Time Efficiency
Replace hours of manual research and spreadsheets with one intelligent platform.
Time Efficiency
Replace hours of manual research and spreadsheets with one intelligent platform.
Compare
Why Choose Proxi
High-impact work starts with better context. Proxi helps teams engage the right providers with relevance.
Others
Hours spent Googling limited directories
Hours spent Googling limited directories
Hours spent Googling limited directories
Manually targeting large provider lists
Manually targeting large provider lists
Manually targeting large provider lists
No personal context before emails, calls, or meetings
No personal context before emails, calls, or meetings
No personal context before emails, calls, or meetings
Tracking engagement in spreadsheets
Tracking engagement in spreadsheets
Tracking engagement in spreadsheets
Proxi
Filter by specialty, payer, procedure, and behavior
Filter by specialty, payer, procedure, and behavior
Filter by specialty, payer, procedure, and behavior
Surfaces only the providers aligned with your goals.
Surfaces only the providers aligned with your goals.
Surfaces only the providers aligned with your goals.
Know provider background, interests before any interaction
Know provider background, interests before any interaction
Know provider background, interests before any interaction
Built-in tracking with actionable insights.
Built-in tracking with actionable insights.
Built-in tracking with actionable insights.
FAQ
Frequently asked questions
How accurate is your data?
We cross‑reference multiple verified clinical and operational sources and use agentic AI technology to enrich and update provider profiles continuously
Does this integrate with existing workflows?
Who is this for?
What data do you use to score providers?
Can multiple team members collaborate?
How accurate is your data?
We cross‑reference multiple verified clinical and operational sources and use agentic AI technology to enrich and update provider profiles continuously