Generate Leads.
Win New Biz.
Insurance Xdate is where new business begins. Industry relevant data delivered on a software platform built for sales. Identify and engage with prospects in minutes, keep track of your opportunities, and get production done.
Why now: premium up 14% on a mod that improved. The rate did that, not the risk, and that is a conversation worth having before July.
Illustrative. Every field above is data you can search on.
Workers Comp & PEOs
Xdate's WC data set is the most comprehensive available in every sense: completeness, geographic coverage and depth. Cross-state operations and locations consolidated at the insured level, underwriting company LCM filings and more, historically. Every increase or decrease, carrier change and so on, calculated and tracked.
- Locations consolidated at the insured level
- Carrier, agency and PEO provider identified
- LCM filings tracked by underwriting company
| Year | Carrier | Premium | Mod |
|---|---|---|---|
| 2026 | Travelers | $68,850 | 1.11 |
| 2025 | Travelers | $60,400 | 1.17 |
| 2024 | Hartford | $57,100 | 1.22 |
| 2023 | Hartford | $51,900 | 1.09 |
Health & Retirement
Group Health and Retirement plans are subject to reporting requirements that include Brokers, Providers and compensation, as well as premiums and plan assets. Xdate layers in the sales oriented analytics like Bond Ratio for 401k plans or Premium/Employee for Health: a concise view of relevant data, and one-click downloading of the pdf filing.
- Broker of record and compensation, year over year
- Premium and commission split by coverage and carrier
- Up to 7 years of plan performance metrics
Non-Profit Orgs
Over half a million NPO's file a 990 that includes financial disclosure. Insurance cost is a line-item expense. Revenue sources, total assets (e.g. property), key members and other risk-relevant data points.
- Insurance spend, straight off the filing
- Program service revenue as GL exposure
- Officers, directors and top contractors
| Line item | Amount |
|---|---|
| Contributions & grants | $4,180,000 |
| Program service revenue | $2,640,000 |
| Total assets | $11,900,000 |
| Insurance expense | $142,500 |
| Salaries & wages | $3,020,000 |
OSHA & DOT
DOT Census, Insurance and Safety information are obvious compliments to Xdate's foundational B2B datasets, as is OSHA inspection and violation data.
- Units, drivers, mileage and cargo hauled
- Primary and excess policy data, plus crash reports
- Violations cross-referenced to plain-English standards
Data tells you when a policy renews. Managed data tells you why the prospect will take your call. Historical rate filings, year-over-year premium and payroll change, carrier movement, calculated for you, not left as raw records.
The data is half of it. The software is the other half.
Target the accounts your carriers actually want, learn the risk before you dial, and keep production moving without a second system.
Intelligent Targeting
Search on the things that decide whether you can win: premium, incumbent agency, carrier group, LCM filings, even exp mod.
- Complex logic, not keyword guessing
- Matched to your carriers' appetite
What's Changed
Knowing a mod or premium is fine. Knowing it moved 14% since last year is the reason the prospect keeps listening.
- Stored historically, change calculated
- Carrier rate filings tracked by state
Reports & Benchmarks
Class and carrier market reports show who's winning and where rates are going. TalkPoint turns that into a peer comparison you can hand the prospect.
- Credibility, backed by the filings
- Premium, rate and competitiveness percentiles
No fake text bubble. Straight from their mouths.
Ready to grow?
No bundles, no strings, no multi-year contract. Start free and see what's renewing in your territory.