Prospect with Intelligence

Search leads based on your target market. Find new markets using cutting edge analytics and visualizations. Manage your sales process with an integrated CRM and company information, or export for your sales process.

Commercial Insurance

Sell more Worker's Compensation and General Liability commercial insurance policies. Get access to the most accurate data based on worker's compensation policy renewal dates.

Target Your Market
  • Policy Xdate
  • Mod rating
  • Current Carrier
  • Industry Code
  • Lead Location
  • Company Size

Retirement & Health Benefits

Identify the most interesting plans to target, and have the information to contact the prospect. We provide the most accessible and accurate Form 5500 ERISA data available.

Target Your Market
  • Plan Renewal Date
  • Participants
  • Assets
  • Commissionsi & Fees
  • Accounting Firm, Providers, Insurance Carriers
  • Business Location

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

New Features for Q2

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.

Experience Mods & Merit Ratings

In this post we will cover the basics of Experience and Merit ratings. Although we have limited availability for this data, it is critical to have a basic working knowledge of what these ratings represent, how they are created and where they factor in to the overall cost of a Workers Comp policy.