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

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.

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?