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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, that does not come with strings or multi-year contracts attached then look no further. We are the ultimate unpackaged advantage.
Commercial Data & Software
Commercial Agents & Agencies
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.
Employee Benefits
Health & Wellness
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.
Facilitating Growth
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.
Pipeline
A single solution for creating targeted marketing lists, managing production, and feeding your sales machine. Scales from a single user to a production team of 100+, and optimized for the day-to-day requirements of the commercial insurance and group benefits sales cycles.
Pipeburst
Available on the commercial platform and currently in beta, PipeBurst is designed for agencies looking for more visibility and control over the marketing process. Generate Loss Run release forms, keep deal specific information top of mind, and track your active markets from initial submission to binding coverage.
Custom Data
Looking for the aggregate? We offer custom, bulk data solutions ranging from the state to national levels. If you are a Carrier or agency network researching for growth opportunities, or want to know who you’re losing business to, this is the option for you.
Testimonials
What clients are saying
Our goal is provide high quality data and services to help agents reach their goals.