Xdate PipeLine
Find the best prospects based on your appetite. Supercharge your Business Development.
Exclusive Features
- Commercial Insurance, Retirement, Benefits, OSHA, DOT data
- Search prospects based on an extensive list of criteria
- Manage your contact with a prospect through the biz dev stage.
Explore Xdate Products
Critical Data, Workflow Automation, and Management for Agents, Business Development, and Marketing. Increase productivity and simplify your organization by addressing the most significant pain points for any producer and agency.
PipeLine
PipeBurst
The best data is nothing without a way to access and interpret it. PipeLine gives the tools and resources to find the right prospects in our Work Comp and Benefits databases.
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Manage submission workflows with ease. Organize submissions, tasks, and outcomes across multiple prospects and users. Automate handoffs between business development, agents, and marketing.
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Loss Runs
One of the most significant pain points in commercial insurance sales. Our systems helps agents generate and manage Loss Run Requests with ease. Critical information is pre-filled on request letters utilizing our extensive commercial insurance database, making loss runs a breeze.
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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
Over the last 2 years 29 carriers have decreased their LCM filings, with the average being 12% and a range of 1 to 50%. 105 carriers increased their filings, averaging 8% and with the same range as those that decreased. The remainder are unchanged, all netting out to a 1% market increase. While that's a whole lot of nothing on the surface it might be a good idea to check out where your markets stand, or your competitors.
Not so new, but greatly improved. The new 'Related' tab has been cleaned up to eliminate false-positives due to PEOs, provides better visibility in regards to things like job site operations for contractors and multiple location operation for 4-walled exposures, and is now bridged with the Company Name search. Check out this example!