Prospect PEO & Payroll

The most advanced, timely and accurate PEO property and casualty data available. Target the right prospects, at the right time. Get insights into the market, and your competition.

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
  • PEO Provider
  • Policy Xdate
  • Premium
  • Current Carrier
  • Industry Code
  • Lead Location
  • Company Size
  • Contact Info
  • Historical Data

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

2019 - Q1 - Updates to Contact Data & Interface

NEW DATA! We just cross referenced employee benefit data (health/retirement) for contact information and added to the WC database. New features for 2019 include contact voting buttons, Carrier Group color-coding in the Carrier History section and an LCM Heatmap in the Class Report section.

Work Smarter, Not Harder

How are other agencies making use of your service? Are they getting results? We get these questions a lot. Given the competitive nature of our product and the insatiable thirst for new business that you maniacs have, it shouldn’t be hard to believe that our users’ respective methods and approaches are closely guarded and rarely shared…and vary greatly.