Added NAICS for industry targeting, fixed a location targeting bug that affected the map, new states rolled out and some minor mobile app fixes. … Read More
Latest From InsuranceXdate
Latest From InsuraceXdate
What about Property & GL Xdates?
We get that question. Kind of a lot. Or some form of it (How do I search by GL xdate). Spoiler, such a database doesn’t exist. That’s the bad news. So there’s good news, you ask? Yes. … Read More
2024 – Q2 Updates – Email Integrations, HawkSoft Integration, minor updates
Send emails directly from the policy details section, create templates with personalization fields. Import new prospects into HawkSoft with a 3 clicks. … Read More
2024 – Q1 Updates – Search Menu Refresh
Search Menu It was getting a bit overwhelming with the additions, so each section is now collapsible. You’ll see a little red dot next to sections with active filters. We also got rid of the annoying page refresh that would … Read More
2024 – Q1 Updates – Map View
The map is here. … Read More
2024 – Q1 Updates – New Search Filter, Notes Page, Zapier, MA Available, NY gets better
We added a new search filter, notes page gets an enhancement, Zapier is available, and a new state and data addition. … Read More
2023 – Q3 Updates – Group Updating, Notes Page & Miscellaneous Improvements
Added a Notes page, Edit multiple records at once, name badge for user added contacts & more. … Read More
2023 – Q1 Updates – New Search Enhancements, More History, Calendar Link Fix
Part 2 updates include new search options, historical PEO & Agency data, and few key fixes. … Read More
2023 – Q1 Updates – Notifications, Exporting Features
This year we’re kicking off with Notifications. New OSHA violation? Rate increase? Added Locations? Be the first to know. … Read More
the Big Picture of Policy Details
Are you reading the policy details? I mean READING them. I’m not talking about the rate or premium, or the cute badges that calculate the year-to-year change, or the carrier group color-coding. It’s the sum of all these parts, the … Read More