Generate Leads, Win New Biz
Generate Leads.
Win New Biz.
Insurance Xdate is where new business begins. Industry relevant data delivered on a software platform built for sales. Identify and engage with prospects in minutes, keep track of your opportunities and get production done.
Commercial Insurance
Workers Comp & PEOs
Xdate's WC data set is the most comprehensive available in every sense - completeness, geographic coverage and depth. Cross-state operations and locations consolidated at the insured level, underwriting company LCM filings and more, historically. Every increase or decrease, carrier change and so on, calculated and tracked.
Employee Benefits
Health & Retirement
Group Health and Retirement plans are subject to reporting requirements that include Brokers, Providers and compensation, as well as premiums and plan assets. Xdate layers in the sales oriented analytics like Bond Ratio for 401k plans or Premium/Employee for Health.
NPo/990
Non-Profit Orgs
Over half a million NPO's file a 990 that includes financial disclosure (insurance cost is a line-item expense), revenue sources, total assets (e.g. property), key members and other risk-relevant data points.
DOT/osha
OSHA/DOT
DOT Census, Insurance and Safety information are obvious compliments to Xdate's foundational B2B datasets, as is OSHA inspection and violation data.
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DOT Filings
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Retirement Plans
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WC Policies
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Grp Health Plans
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Non-Profit Orgs
How we deliver results
By combining high quality data with a powerful, easy to use interface. Together with the tools necessary for agencies of all sizes.
software
Starter
Our Starter plan is the most cost effective way to get prospecting. Available to individual users, providing access to a single state with 500 business views per month. Flexible billing and monthly commitment options available.
Agency
All the benefits of the Starter plan in addition to unlimited access (to a single state) and two additional user licenses. Includes access to the loss release form generator, LossRunner, as well as the calendar and CRM integration options.
Custom Data
Insurance Xdate offers bulk data solutions at the regional and national level, as well as list append services. Both are available in CSV and JSON format.
Testimonials
What clients are saying
Our goal is provide high quality data and services to help agents reach their goals.
“The content library and HR tools are nice, but I need a prospecting tool I can actually prospect with. I want to see a quick list, make a couple calls and talk to some people. That's why I'm back.”
Glenn Wells
Single Source Benefits
“I actually do mailings every two weeks or so and your resource is invaluable to me and saves me 15 to 20 hours a month of research I was doing at home. I basically plan to be a subscriber indefinitely as the information I need changes from year to year and I need to stay on top of it.”
Phil Rickenbach
NTI Group