Country Financial
Commercial Insurance
Data & Lead Management Software
Overview
We all have the same amount of hours in a day. So it makes sense that it's how you use this time that determines success. Business owners or those assigned the buying role are thinking about their coverage one time a year, the 30-90 days before their existing coverage renews.
Insurance Xdate aims to provide this visibility, and more, by compiling and analyzing numerous data sources, and turning this data into a sales resource for agents to find better opportunities, target more of them, and deliver the right message at the right time.
How it works
Country Financial would like to share the cost of service with all of their agents that wish to use Insurance Xdate, and at no cost to get started. Create targeted prospecting lists using industry relevant criteria like WC class code, renewal date of coverage, and incumbent carrier. From there it is up to you.
Make calls and track production directly from our interface. Use the report features to identify pain points and weaker competition. See if that prospect has any employee benefit plans like retirement or health. Or export the information to apply to your existing processes. The choice is yours.
Getting Started
- To get started all you need to do is sign up for a free trial using the form on the right. Just make sure to use your corporate email (i.e. @countryfinancial.com). This will provide trial access to the service so you can check it out for yourself.
- Within 24 hours a member from sales will contact you to coordinate a demo to cover the full capabilities since the trial access provides limited search functionality and data visibility.
- If you are already familiar with the service, you can proceed with the paid version on the Subscribe page. Select your services as usual, and instead of entering payment information simply review and acknowledge the terms of the agreement and we will take care of the rest. Service will be available instantly.
See below for more details, learning resources or to check out a webinar.
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Webinar Schedule
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Knowledge Base
Find in depth explanations of all features and functions.
Tutorial Videos
A great place to start to get a quick into to the products.
Contact Us
Create a support ticket.
Frequently Asked Questions
We've compiled a list of answers to common questions.
You can view our footprint and data availability by state here or in the Knowledge Base.
The trial gives you one week of access to see how our service works. All states within our footprint are available, with limited search functionality and data visibility. You can view the first 5 prospects (on the first 4 pages) of your results, however, the contact information is redacted. There is no limit to the number of searches you perform, however we reserve the right to terminate for usage inconsistent with the purpose of the trial.
Pricing information can be found on the Subscribe page while logged in to your trial account. Note this page reflects standard pricing, before any cost share arrangement.
Yes, printing and exporting is included. The data that exports does depend on your plan options. Check out this article for a full breakdown on exporting.
Workers Compensation is the only coverage that has statutory reporting requirements and therefore available. What is important to understand is that many carriers are not ‘WC carriers’ – meaning they require supporting lines of coverage accompany if the WC is to be insured. Compound that with over 70% of businesses’ commercial policies renewing concurrently, and you’ll have a pretty good idea of who’s insuring those other lines most of the time.
Yup. Check out our Knowledge Base.
Video Tutorials
If you're a visual person, these are for you.