Prospect with Intelligence
Prospecting data to keep your pipeline full. CRM interface to manage the sales process. One click exporting for easy data migration. Real-time AgencyDash for at a glance activity metrics.
Products
Our data is sourced from numerous public and private entities and processed to produce the highest quality prospecting data available. Data sources are cross referenced and matched with increadible accuracy allowing us to give sales, marketing, or management an unparalleled look into their prospect, market, or compeitive environment.
Commercial Insurance
Retirement Benefits
The more efficient your resources, the more effective your sales process. Property & Casualty Insurance relevant data like Worker's Compensation renewal date, Carrier history and Rate information eliminate the ‘xdating’ and research steps so Producers can focus on the right prospects at the right time, all of which leads to a higher quality sales call.
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Retirement Benefits data includes 401k and Defined Benefit retirement data gives insight into a prospect's retirement plans and structure. Target prospects based on industry, asset size, commissions, providers, plan features and more. You won't find more complete and accessible Form 5500 data anywhere else.
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OSHA Inspections & Violations
Health & Welfare Benefits
OSHA compliance is critical for risk assessment. Included in our Worker's Comp product, OSHA violation and inspection history give an agent unparalleled insight into a prospect.
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Our Health and Welfare product puts the most accurate health plan information at a producer's fingertips. You won't find a more complete or easily accessible anywhere else.
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DOT & Motor Carrier
PEO & Payroll
Expanding on our Commercial Insurance product, our DOT and Motor Carrier data gives an even more in-depth look at a prospect.
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Our exclusive PEO products give insight into who is currently in a PEO, and who has used a PEO in the past. We also know which PEO prospects are with, which marketers love.
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Services
Create marketing lists and finding prospects.
We can answer your most pressing market questions.
Fill in the blanks of your underwriting or market data.
People Are Talking
"Just wanted to drop you a quick note thanking you for this update. The producers and myself use your database on a daily basis and for multiple hours per day, and this update makes our jobs much easier and allows us to work more efficiently. Thank you!"
Dylan Lomax
Brown & Brown Metro, LLC
"It’s not easy to find prospects that fit within the appetite of what my agency is pursuing for new business. InsuranceXdate gives me the ability to type in the general contractor code, for example, and assign a geographical location and company size, I then get a spreadsheet with every company that falls into those parameters. I now have a call sheet with the name of the owner of the company, the address and phone number, along with other information."
Thomas Burke
Bowen, Miclette & Britt
"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
From Our Blog
Depending on state regulation (as always) carriers may have scheduled rating factors (credit/debit) they can apply to adjust pricing of a WC quote. These scheduled deviations should be justifiable (e.g. the insured has a fleet safety program, warranting a 10% scheduled credit be applied) but are sometimes swayed by the need to arrive at the right bottom-line cost of coverage to win the account and are therefore important to be aware of as a person selling insurance. This post provides a basic overview of this information along with available standardized credit programs.
Thanks to current technology (last 15 years), practically all operations conducted in a typical insurance office can be done remotely, and for a very reasonable price point. And despite the industries best effort to keep work at work, nature has forced us to adopt the alternative, homework. Are you struggling, fighting with it? Or are you exploring the plethora of available productivity tech, learning about it, and thriving along the way? As a fully remote company, here are a few tools we rely on to manage projects, communicate effectively, and prioritize tasks (no face mask required).