A little embellishment goes a long way. To much, and your credibility comes into question. What’s to much? Check out this example. … Read More
Latest From InsuranceXdate
Latest From InsuraceXdate
2020 – Q1 Updates (part 2) – New Data & Reports
OSHA & DOT data now available. We also cleaned up Company Relationship matching (additional locations, multi-state, etc) and overhauled the Class & Carrier Reports. Check it out! … Read More
Carrier Report is Now Available
Is the incumbent increasing or decreasing rate? Becoming more or less aggressive? What industries are they focused on? Who are they winning business from or losing business to? Just a couple questions easily answered in this comprehensive, interactive report. … Read More
Related Tab
Not so new, but greatly improved. The new ‘Related’ tab has been cleaned up to eliminate false-positives due to PEOs, provides better visibility in regards to things like job site operations for contractors and multiple location operation for 4-walled exposures, and is now bridged with the Company Name search. Check out this example! … Read More
DOT Data Now Available
It’s not just for truckers! Plenty of businesses have to file with the DOT, and if they do you’ll find it right here. Check out this example. … Read More
OSHA Data Now Available
OSHA inspection & Violation details are loaded up and ready for your exploitation. In this post we’ll cover what’s available, how to use it is up to you. … Read More
2020 – Q1 Updates (part 1) – Search & CRM Enhancements
List Assignment for the business developers, Premium Increase filter and date stamped contact info for the Producers. Just a few new features available for 2020. … Read More
Eliminate Loss Run Deliberation in Underwriting
Just like Acord apps, thumbing (mousing) through loss runs sucks (just getting them sucks, especially from Erie). Page 1 is the expiring Pkg/Auto with Penn National, page 2 is three years of Zenith WC, page 3-5 is two years of Auto valued from last year, and so on. Unless all lines were with the same carrier, it is next to impossible to organize loss runs in an easily digestible manner. This post covers what to do about it and why you should do it. … Read More
Does cold calling work? I want to do an Email Blast or Direct Mail Campaign. Does that work?
The facile answer to your facile question is YES. If you contact the right person, at the right time, and say the right things, do the right things, and follow through the process you WILL land that account. But you won’t land all of them. No one does. And if you’re banking on a (insert prefix) mail campaign that doesn’t include a phone call or three, you’re bound for failure (or worse – mediocre results). You know how I can tell top Producers from the rest? The top Producers spend their time figuring out how Insurance Xdate is going to fit in and improve an already successful strategy. We never brought an agency back from the grave, that I know of, but that’s not what we do anyway. Xdate is a fixed constant in an otherwise variable sales equation. Confused yet? Read on. … Read More
2019 – Q1 Updates (part 2) – Historical LCM Filings & Carrier Name Standardization
We recently revamped the LCM database to provide a historical look at your prospect’s LCM history. We also standardized all the carrier names across states and terms..sounds simple, but there are an average of 8 spelling variations per carrier..so you’re welcome. … Read More