Health Benefits Prospecting

Health & Wellness prospecting database to keep your pipeline full. CRM interface to manage the sales process. One click exporting for easy data migration.

Exclusive Features

Available Data

  • Matched to Property & Casualty, OSHA, DOT, and Motor Carrier data.
  • Provider client lists
  • CRM interface to manage the sales process.
  • One click exporting for easy data migration
  • Market Analysis and Visualization Dashboards
  • Retirement also available.
  • Plan Renewal Date
  • Participants
  • Assets
  • Commissions & Fees
  • Business Location
  • Contact Info
  • Historical Data
  • Accounting Firm
  • Providers
  • Insurance Carriers

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

Eliminate Loss Run Deliberation in Underwriting

Just like Acord apps, thumbing (mousing) through loss runs sucks (just getting them sucks, especially from Erie). Page 1 is the expiring Pkg/Auto with Penn National, page 2 is three years of Zenith WC, page 3-5 is two years of Auto valued from last year, and so on. Unless all lines were with the same carrier, it is next to impossible to organize loss runs in an easily digestible manner. This post covers what to do about it and why you should do it.

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.