Prospect with Intelligence

Cloud accessed prospecting database to keep your pipeline full. CRM interface to manage the sales process. One click exporting for easy data migration. Real-time AgencyDash for at a glance activity metrics.

Commercial Insurance

The more efficient your resources, the more effective your sales process. Insurance relevant data like WC renewal date, Carrier history and Rate information eliminate the ‘xdating’ and research steps so Producers can focus on the right prospects at the right time, all of which leads to a higher quality sales call.

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

Retirement & Health Benefits

Originally sourced for adding contact data to our Workers Comp database, the Employee Benefit (5500) data sets have become our newest product line offering simple targeting mechanisms and high-level details like plan performance, contribution breakdowns, and asset values.

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

Services

Search, Filter, and Export

Create marketing lists and finding prospects.

Market Analysis

We can answer your most pressing market questions.

Custom Data

Fill in the blanks of your underwriting or market data.

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

Maryland LCM History

Increase- the common theme of LCM filings in MD. Use this tool to compare your markets to that of your competitors. Print it off. Be different. While every other agent is asking to quote that prospect you can use this to explain why you're willing to spend your valuable time reviewing their coverage. Sell the sizzle. Oh yeah, feel free to download the raw data files (link at the bottom).

Does cold calling work? I want to do an Email Blast or Direct Mail Campaign. Does that work?

The facile answer to your facile question is YES. If you contact the right person, at the right time, and say the right things, do the right things, and follow through the process you WILL land that account. But you won't land all of them. No one does. And if you're banking on a (insert prefix) mail campaign that doesn't include a phone call or three, you're bound for failure (or worse - mediocre results). You know how I can tell top Producers from the rest? The top Producers spend their time figuring out how Insurance Xdate is going to fit in and improve an already successful strategy. We never brought an agency back from the grave, that I know of, but that's not what we do anyway. Xdate is a fixed constant in an otherwise variable sales equation. Confused yet? Read on.


Businesses Just Updated

Pho Tran, Glen Burnie MD
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Donald A Degrange Md Llc, Saint Louis MO
Shanley Assoc Ltd, Southington CT
Becky Edwards, Hollandale MN
Pmz Logistics, Colorado Springs CO
Salty Air Painting, Jacksonville NC
Gcf Management Llc, Harlingen TX
Hays Sheet Metal Inc, Philadelphia Pa
Dream Big Restaurants, Greenville SC