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
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
Looking for a Workers' Comp Class Code? Know the description but not the code? We have your back, just check out our new WC Class Code reference guide and get what you need - class code, description and SIC code cross reference. You'll also find Loss Cost/Base Rate (LC) history and a market summary - all the Carriers writing the class of business and their overall change in volume from the previous year. All for free.
Your agency and your carriers may have an encompassing risk appetite but that doesn’t mean your prospecting list should follow suit. In fact, why on earth would you have just 1 prospecting list? In this little post I am going to show you how to improve your odds on the phone and more effectively secure appointments by applying a simple trick to your prospecting list set up.