New Features

2021 – Q2 Updates – Integrations, Feature Enhancements & Loss Release Form Revamp

Calendar Integration Connect your calendar to sync scheduled events. Highly flexible, two-way updating, available for Outlook or Google. Check out the guide for the details and how to install. Enhancements & Updates Scheduled events can now be edited or deleted. Pipeline flags … Read More

2021 – Q1 Updates – New States, Data & Bug Fixes

WC Updates New States: VT, ME & NH PA bug fix relating to partial export of mod history Added agency info to database (available in Business Details & Policy Info) – This data comes from FL & VT – so … Read More

2021 – Q1 Updates – Mobile App, CRM Enhancements, Integrations & New Tools

Welcome to 202WON! The new year brings a new mobile app, a new suite of tools, CRM enhancements & the start of our integrations roll-out. Check out all the details here. … Read More

CA Data Available

Yup, finally made it to the golden state. We released it a bit early because of the expressed interest, so please bear with us while we back-fill some demographics like # of EE’s and Sales, and contact data. Also note this is not a comprehensive database, like our other states, due to regulation. But with over 85,000 Xdated prospects, there’s plenty to keep you busy! … Read More

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

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

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

2019 – Q1 – Updates to Contact Data & Interface

NEW DATA! We just cross referenced employee benefit data (health/retirement) for contact information and added to the WC database. New features for 2019 include contact voting buttons, Carrier Group color-coding in the Carrier History section and an LCM Heatmap in the Class Report section. … Read More

2018 – Q2 – New Features

We recently released an update to xdate offering to let you hit the ground running for Q2.  New dashboard functions, and features. New tools for the Agency, and new states. Beta release of our Form 5500 Retirement and Health benefits data. Expanding your access to Workers Comp data using data visualization and analytics. … Read More