Innovative leads for commercial insurance agents

InsuranceXdate.com is a prospect and lead management system for commercial insurance agencies that is designed to bring more efficiency to the new business production process. Whether you are at the office, home or on the road you can access any business’s information and immediately know when their policy renews, their industry, the rate they’re paying, their current WC Carrier, their contact information and more. Agencies using our system are more productive because they generate a higher volume of qualified opportunities and spend less time on prospecting tasks, leaving them with more time for actual selling.


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The most efficient platform for prospecting commercial insurance leads available

Search with industry specific criteria including


  • Location (Arizona, Colorado, Pennsylvania, Delaware, New Jersey, New York, Nevada, Ohio, Connecticut, Texas, Georgia, Florida, South Carolina, North Carolina, Tennessee, and Maryland)
  • Workers Comp Xdate
  • Industry
  • Current Carrier
  • Business Size

Contact information includes:


  • Phone #
  • Contact Name & Title
  • Email Address (as available)
  • Web Address (as available)
  • Structured fields for user entry

Insurance specific information:


  • Class Code base rates
  • Carrier filed LCM's (as available)
  • FEIN
  • Bureau file #
  • WC Policy #'s

Features you can use:


  • Notes section
  • Follow up list
  • 1-Click Mailing List Export
  • 1 page account summary with loss summary fields
  • Account Export to Acord 130 for prefilled application

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Helios Hr Llc, Bellafonte Pa