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.
Illustrative — one prompt, a full picture of the insured.
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.
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.
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
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
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
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.
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.
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.
What appointments do I have today?
Move Apex to Quoting and schedule a follow-up with Quipco for Friday.
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.
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.
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?
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.
Plan the day's drop-ins
Read today's appointments, then surface 5 nearby prospects worth a visit — profiled and prioritized.
Kick off the account
Create the account in your AMS, start a loss-run request, and drop a note on the record.
Scan the renewal radar
Check every renewal carrier for new filings, flag at-risk accounts, and line up alternative markets.
Build the outreach
Turn a profile into an email, a brochure, or a leave-behind — written for that specific insured.
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.
Connect
Add the Xdate MCP to Claude, ChatGPT, Gemini, or your custom agent.
Authorize
Sign in with your Xdate account so the agent works with your data and your producer context.
Ask
Prospect, research, act, and watch your renewals — in plain language. Then automate the parts you repeat.
Questions, answered.
What's an MCP?
How does my agent actually use it?
Which tools does it expose?
Is my data secure?
Which AI assistants work with it?
Point your AI at Xdate.
See what your model can do with the data behind every insured. Get set up in minutes.