Solutions

Omni-channel plans for single agents, agencies, and enterprises including web platform, mobile, exporting, integrations and MCP/API access for all datasets – WC, PEO, Benefits, Non-Profits and DOT. Out of the box features include pipeline management, notes, click to dial, contact management, and market reports. 

Straight forward per user cost structure for large enterprise teams. Combine with bulk data files in JSON or CSV format, and API access to power sales, marketing and strategy.

Lead Market & Calling Services. Set up a prospecting list on Xdate and send it to our callers to schedule phone appointments. Check out the KB article.

Loss Run request automation. Prefilled loss release forms. One click to email the release form to the insured. One click for them to sign, regardless of how many carriers there are. That signature sends the request directly to the carrier, CC’ing your prospect, keeping the incumbent agent unaware. Check out the KB article.

Loss run data extracted to a usable format (csv or json). Check out the KB article.

Insurance carrier filings covering rate and coverage changes, market entries and exits, scoring models and more. It is what’s coming down the pipeline for the entire market. All summarized by ai. Check out the KB article.