Export Options
Published 08-21-2016 into Insurance Xdate FYI
The above is a color-coded example of the export output.
Basic Exporting is included
in your Master Account. Out of the box
you can export for a direct mail campaign or load it into your CRM and start
making cold-calls. These fields are
highlighted in yellow and include the business Name, Address, Phone, policy
Expiration Date, and Industry/Class data.
When you add the Carrier
Search add-on the Carrier data is added to your export. These fields are highlighted in orange. This includes
the Current Carrier, their latest LCM filing and Standard WC Premium (as available).
The Export Pkg is the final
stop. These fields are highlighted in blue. It adds the # of EE and Sales
Volume estimates, all available Contact data including contact Name/Title and
email addresses, and either the bureau ID (as available) or system generated
ID, which acts as a unique identifier for preventing duplicates when updating
your CRM or marketing software.