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Model Context Protocol

Your AI just learned insurance.

Connect Claude, GPT, Gemini, or any agent to Insurance Xdate. It pulls prospects, builds risk profiles, works your book, and watches your renewal carriers — all from the data you already trust.

Connect your agent → See what it does
Works with Claude · GPT · Gemini · any MCP client
your agent
Find me Apex Plumbing.
Apex Plumbing, LLC
Phoenix, AZ · SIC 1711 — Plumbing & HVAC
Est. premium$42,000
X-dateNov 1
Exp. mod1.04
Current carrierRegional Mutual
Sales summary: Growing contractor, clean 3-yr loss history, renews in Q4. Mod is trending down — good time to quote and lead with the experience story.
via Insurance Xdate MCP

Illustrative — one prompt, a full picture of the insured.

Plugs into your agent Claude ChatGPT Gemini Cursor Custom agents

An MCP gives your AI context. Xdate's gives it insurance context — the difference between a chatbot and a producer who knows the market. Models are trained broadly. Specialization is what turns them into a high-caliber assistant.

What your agent can do

Three layers of context. One connection.

Start with data, add producer-level actions, then look over the horizon with xRate. Each builds on the last.

01

Data & Research

Pull any business, with the full picture — and its complete history. The fastest way to turn Xdate into a research, prospect, and marketing agent.

  • Run filters & build searches
  • Pull businesses on demand
  • Full company details + history
  • Sales-oriented summaries, out of the box
02

Actions & Routines

Your agent doesn't just look — it works. Producer-level context and user actions turn one-off prompts into routines that run themselves.

  • Find flagged companies & today's appointments
  • Set flags, add notes, schedule follow-ups
  • Create & edit Groups
  • Find and run Saved Searches
03

xRate Radar

See what's coming to your renewals. State-level carrier filings, scored for impact — plus cohort benchmarks that put every account in context.

  • Rate & form changes, new programs, market exits
  • AI filters: sentiment, impact, filing effect
  • TalkPoints cohort percentiles
  • Early-detection radar for your renewal book
01 · Data & Research

From a name to a full picture — in one prompt.

Ask for a business and get the complete insured back: firmographics, coverage, history, and a sales-ready summary. Or mirror your book and let your agent build a matching prospect list, profiled and ready to work.

filter search pull_businesses company_details
xdate-mcp · research
›

Find GL-eligible contractors in Maricopa County, 10–50 employees, x-date in Q4.

↳

214 matches · sorted by renewal date, with premium & mod on each.

›

Mirror my top 20 accounts — pull similar businesses and build a risk profile for each.

›

Draft a one-page leave-behind for Apex Plumbing from their profile.

02 · Actions & Routines

Give your agent hands, not just eyes.

The same tools you use every day — flags, notes, groups, saved searches — now run through your agent. Chain them into routines that fire on a schedule or a trigger, so the busywork happens before you sit down.

flagged_companies set_flag add_note groups saved_searches
xdate-mcp · actions
›

What appointments do I have today?

›

Move Apex to Quoting and schedule a follow-up with Quipco for Friday.

Routine · runs every morning
⟳

Check my schedule, then find 5 prospects near each appointment to drop in on.

⟳

When a prospect is flagged Quoting, create the account in my AMS and start a loss-run request.

03 · xRate + TalkPoints

A forward-facing view of your renewal book.

xRate adds state-level carrier filings — rate and form changes, new programs, market exits — with AI filters for sentiment, impact, and filing effect. Your agent doesn't just flag an at-risk renewal; it tells you what to do about it. TalkPoints adds cohort percentiles so every number has a benchmark.

serff_search serff_filing talkpoints sentiment · impact · effect
xdate-mcp · xrate
›

Which of my renewal carriers filed a rate increase or a CGL exclusion this quarter?

↳

3 carriers · 2 rate hikes, 1 new exclusion — with alternative markets for each.

›

Show at-risk renewals in my book for the next 90 days.

›

How does Apex's premium and mod compare to its SIC / state / size cohort?

Put it to work

Routines that run before you do.

Simple to set up — because the tools are simple. Here's what a day looks like when your agent already did the first hour.

Every morning, 7:00

Plan the day's drop-ins

Read today's appointments, then surface 5 nearby prospects worth a visit — profiled and prioritized.

On flag → Quoting

Kick off the account

Create the account in your AMS, start a loss-run request, and drop a note on the record.

Weekly

Scan the renewal radar

Check every renewal carrier for new filings, flag at-risk accounts, and line up alternative markets.

On demand

Build the outreach

Turn a profile into an email, a brochure, or a leave-behind — written for that specific insured.

Get started

Connected in a couple of clicks.

No new app to learn. Point your agent at the Xdate MCP and it inherits everything you can already do.

1

Connect

Add the Xdate MCP to Claude, ChatGPT, Gemini, or your custom agent.

2

Authorize

Sign in with your Xdate account so the agent works with your data and your producer context.

3

Ask

Prospect, research, act, and watch your renewals — in plain language. Then automate the parts you repeat.

Good to know

Questions, answered.

What's an MCP?
Model Context Protocol is an open standard that lets an AI assistant securely connect to outside data and tools. On its own, a model is a generalist. Point it at Insurance Xdate's MCP and it gains insurance context — the thing that turns a chatbot into a capable producer's assistant.
How does my agent actually use it?
You ask in plain language. Behind the scenes, your agent calls the Xdate tools it needs — running a search, pulling a company's full details, setting a flag, or checking xRate for carrier filings — then works with what comes back. You stay in the chat; it does the clicking. Repeat a task often? Turn it into a routine that runs on a schedule.
Which tools does it expose?
Three layers. Data & research: filters, saved searches, and full company details with history. Producer actions: flagged companies and today's appointments, set flags, add notes, and create or run Groups and Saved Searches. Forward-looking: xRate carrier filings (rate and form changes, new programs, market exits) plus TalkPoints cohort benchmarks.
Is my data secure?
You connect with your own Xdate account, and your agent works within your existing permissions — it can only see and do what your login already allows. Nothing in your book is exposed beyond what you'd see yourself, and you can disconnect the agent at any time.
Which AI assistants work with it?
Claude, ChatGPT, Gemini, or any MCP-compatible client. If your agent speaks MCP, it can connect.

Point your AI at Xdate.

See what your model can do with the data behind every insured. Get set up in minutes.

Get access → Talk to us