Prospect with Intelligence
Cloud accessed prospecting database 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.
Commercial Insurance
The more efficient your resources, the more effective your sales process. Insurance relevant data like WC 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.
- Policy Xdate
- Mod rating
- Current Carrier
- Industry Code
- Lead Location
- Company Size
- Contact Info
Retirement & Health Benefits
Originally sourced for adding contact data to our Workers Comp database, the Employee Benefit (5500) data sets have become our newest product line offering simple targeting mechanisms and high-level details like plan performance, contribution breakdowns, and asset values.
- Plan Renewal Date
- Participants
- Assets
- Commissions & Fees
- Accounting Firm, Providers, Insurance Carriers
- Business Location
- Contact Info
Services
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We can answer your most pressing market questions.
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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.
I get this question a lot while giving demos. At first I thought you guys were testing me..and some of you were. Sadly, the vast majority really doesn't know. It makes me wonder what is being taught at so-called Producer schools..how to fill out an app? How to do online ratings? Make sure the carrier's job is nice and easy? If you are in a competitive rate state (and most of you are) check out this quick post on what an LCM is and why it's important to the sales process, cold calling in particular.