Prospect with Intelligence
Search leads based on your target market. Find new markets using cutting edge analytics and visualizations. Manage your sales process with an integrated CRM and company information, or export for your sales process.
Commercial Insurance
Sell more Worker's Compensation and General Liability commercial insurance policies. Get access to the most accurate data based on worker's compensation policy renewal dates.
- Policy Xdate
- Mod rating
- Current Carrier
- Industry Code
- Lead Location
- Company Size
Retirement & Health Benefits
Identify the most interesting plans to target, and have the information to contact the prospect. We provide the most accessible and accurate Form 5500 ERISA data available.
- Plan Renewal Date
- Participants
- Assets
- Commissionsi & Fees
- Accounting Firm, Providers, Insurance Carriers
- Business Location
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
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.
I always recommend agents to use the Class Code option for industry targeting when it is available, which is good advice about 80% of the time. Some industries get shafted by the class codes though. If your markets want to write office exposures in the traditional sense (BOP policies) then you’re in luck, there’s a lot of them. For example, in CO there are 160k+ active WC policies. A little more than 20k classified 8810 (Clerical Office Emp). But if you have a cyber liability program for software developers, you have a lot of shit to sift through. SIC codes on the other hand will let you drill down to the 7k software development opportunities available.