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

Does cold calling work? I want to do an Email Blast or Direct Mail Campaign. Does that work?

The facile answer to your facile question is YES. If you contact the right person, at the right time, and say the right things, do the right things, and follow through the process you WILL land that account. But you won't land all of them. No one does. And if you're banking on a (insert prefix) mail campaign that doesn't include a phone call or three, you're bound for failure (or worse - mediocre results). You know how I can tell top Producers from the rest? The top Producers spend their time figuring out how Insurance Xdate is going to fit in and improve an already successful strategy. We never brought an agency back from the grave, that I know of, but that's not what we do anyway. Xdate is a fixed constant in an otherwise variable sales equation. Confused yet? Read on.

Overview of Voluntary, Assigned Risk & Markets of Last Resort

In this post we'll give you a basic overview of the various Workers Comp markets, which relates to how coverage is placed for an insured - were they voluntarily written by a carrier in the private market or was the prospect forced to apply for coverage via the state to have insurance 'assigned' to their account?