Prospect with Intelligence

Insurance Xdate is where new business begins. Industry relevant prospecting data, software to manage and track production, simple data migration, and integrations that make sense. If you are looking for a sales solution that isn’t bundled, that does not come with strings or multi-year contracts attached then look no further. We are the ultimate unpackaged advantage.

B2B Sales Data

Data alone is not a sales tool. It is how it’s managed that makes it valuable and how it is delivered that makes it a resource. Ultimately it is what you or your team can do with the data that actually generates income, otherwise it’s just information.

Commercial Insurance

Employee Benefits

Commercial insurance is competitive. Knowing the renewal date and Carrier isn’t enough anymore. Purpose is required to differentiate yourself, and compelling reasons are needed to gain entry to the best opportunities. That is why Insurance Xdate goes past the current term policy data - cross-referencing rates, group benefits, OSHA and DOT datasets to deliver the most comprehensive insurance profile available.
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Employee Benefit plans can range from the simple to complex, and although the 5500 reporting is an excellent resource, on its own it is not a sales resource. That is why Insurance Xdate consolidates the paperwork and magnifies what is most relevant to a new sales opportunity, making the most of what’s available by identifying Experience Rated health plans or retirement plan performance net of contributions, for example, to help brokers and advisors stand out from the crowd.
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Solutions

Pipeline

A single solution for creating targeted marketing lists, managing production, and feeding your sales machine. Scales from a single user to a production team of 100+, and optimized for the day-to-day requirements of the commercial insurance and group benefits sales cycles.

PipeBurst

Available on the commercial platform and currently in beta, PipeBurst is designed for agencies looking for more visibility and control over the marketing process. Generate Loss Run release forms, keep deal specific information top of mind, and track your active markets from initial submission to binding coverage.

Custom Data

Looking for the aggregate? We offer custom, bulk data solutions ranging from the state to national levels. If you are a Carrier or agency network researching for growth opportunities, or want to know who you’re losing business to, this is the option for you.

Data Append

You know your market, have a great data management process, but there are some blind spots (like their purchasing date). Go further than sales and employee demographics and see what Xdate can do for you. With an industry-leading match rate that averages 65-70% we think you’ll agree it is how the data is managed that makes it valuable.

People Are Talking

"Just wanted to drop you a quick note thanking you for this update. The producers and myself use your database on a daily basis and for multiple hours per day, and this update makes our jobs much easier and allows us to work more efficiently. Thank you!"

Dylan Lomax
Brown & Brown Metro, LLC

"It’s not easy to find prospects that fit within the appetite of what my agency is pursuing for new business. InsuranceXdate gives me the ability to type in the general contractor code, for example, and assign a geographical location and company size, I then get a spreadsheet with every company that falls into those parameters. I now have a call sheet with the name of the owner of the company, the address and phone number, along with other information."

Thomas Burke
Bowen, Miclette & Britt

"I actually do mailings every two weeks or so and your resource is invaluable to me and saves me 15 to 20 hours a month of research I was doing at home. I basically plan to be a subscriber indefinitely as the information I need changes from year to year and I need to stay on top of it."

Phil Rickenbach
NTI Group

From Our Blog

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.

Overview of Loss Costs & Loss Cost Multipliers

What is a Loss Cost? What is a Loss Cost Multiplier? As a Commercial Insurance Producer, why is this information important to me? Grab that 'world's best insurance agent' mug, fill it up with some cheap office coffee and lets get cracking.