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

WC Primary Class Code vs. SIC Codes

I always recommend agents to use the Class Code option for industry targeting when it is available, which is good advice about 80% of the time. Some industries get shafted by the class codes though. If your markets want to write office exposures in the traditional sense (BOP policies) then you’re in luck, there’s a lot of them. For example, in CO there are 160k+ active WC policies. A little more than 20k classified 8810 (Clerical Office Emp). But if you have a cyber liability program for software developers, you have a lot of shit to sift through. SIC codes on the other hand will let you drill down to the 7k software development opportunities available.

The Big Gorilla

How are other agencies making use of your service? Are they getting results? We get these questions a lot. Given the competitive nature of our product and the insatiable thirst for new business that you maniacs have, it shouldn’t be hard to believe that our users’ respective methods and approaches are closely guarded and rarely shared…and vary greatly.


Businesses Just Updated

Earth Tech Llc, Spring Hill FL
Emerald Acres Inc, Janesville MN
Tc-5, Oakville CT
Sunrise Preschool, Goodyear AZ
S & J Subs Llc, Edmond OK
Immanuel Lutheran Church, Broken Arrow OK
Scott Timber Co, Dillard OR
Elgin Rfpd, Elgin OR
Yellow Bridge Llc, Sterling VA
Chesapeake Closets, Baltimore MD
South Valley Hay, Bullhead City AZ