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
New Features & Updates
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