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

Texas Carrier Analysis

Looking for a market opportunity? Maybe you're meeting with a prospect and want to show your knowledge of the market. Try this simple, free tool. Just pick a class code and see which Carriers are writing it, their current market share and the % change in each Carriers' Premium and Account market share from the previous year. You'll also see how much premium is up for grabs, among other things. How is it relevant? Lets say I want to target Plumbers (5183). Using this analysis I can see there is over $21 million in premium at play between 10/1 and 3/31. It is a volatile market - there are a lot of markets. Some are gaining, some are losing. Zurich, for example, lost 9% of their account market share from last year, down to 92 from 101. They also lost 18% of their premium market share - from $945k to $770k. I can also see that Liberty Mutual increased their account market share by 19% and premium market share by 8%. Which plumbers would you target?

Export Options

Is exporting a big deal to you? Our data exports are based on your level of service. This post covers the different options available. If you haven't all ready, please read the 'Subscription Options - Base Services' and 'Subscription Options - Add-Ons' posts first so you understand what I am talking about.


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