Sai
Call now
Call now
Website
Call
Insurance Xdate is where new business begins. Industry relevant prospecting data, software to manage and track production, simple data migration, and integrations that make sense. If you are looking for a sales solution that isn't bundled with strings or multi-year contracts look no further. We are the ultimate unpackaged advantage. Commercial insurance is competitive.

Knowing the renewal date and Carrier isn't enough anymore. Purpose is required to differentiate yourself, and compelling reasons are needed to gain entry to the best opportunities. That is why Insurance Xdate goes past the current term policy data: cross-referencing rates, group benefits, OSHA and DOT datasets to deliver the most comprehensive insurance profile available.

Employee Benefit plans can range from the simple to complex, and although the 5500 reporting is an excellent resource, on its own it is not a sales resource. That is why Insurance Xdate consolidates the paperwork and magnifies what is most relevant to a new sales opportunity, making the most of what's available by identifying Experience Rated health plans or retirement plan performance net of contributions, for example, to help brokers and advisors stand out from the crowd.
Services
If timing were everything the renewal date would be enough, but today's environment requires something more.
Broader data sources with a deep history for better early-stage qualification, market analysis to establish credibility, and rate aggregations for a compelling reason to gain entry to the best opportunities.
Join 3,000+ productive agents and see what sets Xdate apart.
Look further than the current term.
With over 50% of our database carrying three or more years of WC history, our Producers can easily spot the shoppers from real opportunities.
Basic or complex, group benefit filings are packed full of data and have excellent contact information.
Whether your target market is small business Short-Form filers, or 100+ page juggernauts, you'll certainly enjoy our comprehensive benefit profiles and CRM software for simplistic production management.
Starting at $25/mo for single-user you can't go wrong.
Total assets, performance and commissions are just a couple ways our advisors identify new opportunities.
Up to 7 years of key plan performance metrics, advisor history and compensation make it easy to spot pain points.
What do you call a CRM that is preloaded with prospects and constantly updated?
We call it a Pipeline.
Currently in its 3rd version, Pipeline is our flag ship product and has been evolving since 2014.
Available for the Commercial and Benefits data platforms.
Target businesses with any combination of location, renewal date, industry, size, incumbent carrier and 11 other industry relevant data points (not including the exclusion options).
Simple and intuitive.
If you're tired of using spreadsheets or don't have a slick, (often expensive) CRM system to feed, our platform includes effective tools for managing new business activity and keeping team members in their respective lanes.
Workers Comp Class Codes are a way to group together various types of businesses that have similar (risk) characteristics.
At a state level the experience (premiums, losses, etc.) of businesses within a class are analyzed by the state's respective rating bureau (many using NCCI) to determine expected cost of losses, otherwise known as the Loss Cost or Base Rate (in a competitive rate market).
For more information, check out this post on Loss Costs & Loss Cost Multipliers.
Many Class Codes have more than one description.
What is a Loss Cost?
What is a Loss Cost Multiplier?
As a Commercial Insurance Producer, why is this information important to me? Grab that 'world's best insurance agent' mug, fill it up with some cheap office coffee and lets get cracking.
Thanks to current technology (last 15 years), practically all operations conducted in a typical insurance office can be done remotely, and for a very reasonable price point.
No obligation, you won't be charged anything.
We just hope that once you join, you might check out all that Insurance Xdate has to offer Agents, Agencies, and Carriers.
Reviews
Review Sai

Be the first to review Sai.

Write a Review