Insurance Xdate
Lead generation tool for insurance sales teams
Insurance Xdate is a prospecting data and sales software platform for commercial insurance agents. It combines industry-specific datasets with tools to identify prospects, track changes over time, generate reports, and manage production. Data coverage includes workers' compensation and PEOs, group health and retirement plans, non-profit organizations, and DOT/OSHA records.
The platform offers Intelligent Targeting for complex search criteria, What's Changed for historical premium, payroll, and mod tracking, class and carrier market reports, TalkPoint peer comparisons, a Rater for premium estimates, and LossRunner for prefilled loss run release forms. Productivity features include team notes, account groups, click-to-call, calendar sync, and HubSpot and Salesforce integrations. Additional capabilities include real-time notifications, a mobile app for iPhone and Android, Research AI for company background and coverage recommendations, and an MCP server for connecting external AI clients.
Insurance Xdate is built for commercial insurance agents and producers. It is available with a free plan and does not require a multi-year contract.
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