Prospect with Intelligence
Insurance Xdate is where new business begins. Industry relevant prospecting data, software to manage and track production, simple data migration, and integrations that make sense. If you are looking for a sales solution that isn’t bundled with strings or multi-year contracts look no further. We are the ultimate unpackaged advantage.
Commercial Data & Software
Commercial insurance is competitive. Knowing the renewal date and Carrier isn’t enough anymore. Purpose is required to differentiate yourself, and compelling reasons are needed to gain entry to the best opportunities. That is why Insurance Xdate goes past the current term policy data - cross-referencing rates, group benefits, OSHA and DOT datasets to deliver the most comprehensive insurance profile available.
Health & Retirement
Employee Benefit plans can range from the simple to complex, and although the 5500 reporting is an excellent resource, on its own it is not a sales resource. That is why Insurance Xdate consolidates the paperwork and magnifies what is most relevant to a new sales opportunity, making the most of what’s available by identifying Experience Rated health plans or retirement plan performance net of contributions, for example, to help brokers and advisors stand out from the crowd.
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.
“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!”
“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.”