Retirement Prospecting

Cloud accessed ERISA/Form 5500 prospecting database to keep your 401k and Pension 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.
  • Health & Wellness also available.
  • Plan Renewal Date
  • Participants
  • Assets
  • Commissions & Fees
  • Accounting Firm
  • Providers
  • Insurance Carriers
  • Business Location
  • 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

The Big Gorilla

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.

Don't Fake the Funk on your Company Page

A little embellishment goes a long way. To much, and your credibility comes into question. What's to much? Check out this example.