Name Shows in Dropdown but I can't view

Published August 11th, 2021 by rob g

As you type the name of a business the system begins offering a list of possibilities. Sometimes you'll see the business name here but when you actually try to search it, you get 0 results. This means our system has identified it to be outside the state you are searching. Switch the state toggle from 'in-state' to 'all' and try again. Check out this

Health Dash

Published August 13th, 2021 by rob g

Overview The health dash is composed of several graphs summarizing key factors in a historical view - Health Premium-Commission compares the premium paid to commission (separate axis) with active participants overlaid Group Health Changes calculates the premium and commission change from year to year, so the YoY difference of the above chart Broker

How do I view a list of all the accounts I flagged?

Published March 5th, 2021 by rob g

Click on the Saved dropdown tab located in the header menu and choose an option This will display all accounts you have flagged in a list view.

Calendar Integration

Published May 12th, 2021 by rob g

Overview Sync Appointments & Follow Ups that you schedule on Xdate with your work calendar Events optimized for mobile access Flexible settings Available for Google Calendar & Microsoft Outlook Benefits : Eliminate redundancy Minimize double bookings Quickly access prospect information from your mobile device Setting up Integration First nav

Exporting Data

Published February 27th, 2021 by rob g

Update Table of Contents Overview Export File Standard Export Fields Premium Search add-on Data Fields Export Package add-on Data Fields Experience Mod Exporting Exporting Limitations Common Questions Overview Downloading Search Results can be downloaded by clicking the Export button located at the bottom of your List View ‍  Export File CSV Not to

Business Details & Policy Info

Published February 22nd, 2021 by rob g

Overview Company Details (upper left) Orange Icons Include weblinks, company profile page, and 'google' it name search   Indicates additional Names and Locations Google Maps Link PEO Provider If we've identified a PEO account, you will also see the provider listed here.    Industry Cross-Reference (upper left) Industry Data displays based on cross-r

This premium looks way to high

Published March 5th, 2021 by rob g

This is due to how PEO policies are reported. The total premium of a given PEO is reported for ALL businesses in the PEO. 

Group Health Monthly Renewal Volume

Published March 8th, 2021 by rob g

Health Plan Renewals by Month, broken down by state

Retirement Plan Monthly Renewal Volume

Published March 8th, 2021 by rob g

Retirement Plan Renewals by Month, broken down by State

Search Menu

Published February 22nd, 2021 by rob g

Overview State Toggle The State toggle allows you to exclude or include businesses domiciled outside the state you are searching e.g. a business domiciled in GA with workers (and therefore coverage) in FL. In-State - Excludes businesses headquartered outside your state All - Includes businesses HQ'd outside your state Location Options (Zip Code Radi

OSHA Data

Published February 22nd, 2021 by rob g

Overview Inspection Info Dates Open date is the date of inspectionModification date is the most recent activity regarding the inspectionLoad date is when the data file was last processed Inspection Type Inspections are typically planned, but will also include referral, employee complaint, reported incident, etc. Planned inspections (also known as pr

Pipeburst

Published February 22nd, 2021 by rob g

Overview PipeBurst is a suite of tools to keep high level details of current coverage in focus, generate loss run release forms and track requests, as well as track active submissions and tasks. Loss Run Release Form Creation Use the coverage matrix to edit policy terms, LOC's and Policy # (prefills based on WC Carrier) Verify business address and c

Health Search Menu

Published July 16th, 2021 by rob g

Overview Location You can search a state by county or zip code radius. Use the orange toggle link to the right of the field to switch between the two. Plan Features This is the type of plan they are enrolled in. Most employers have several (health, dental, etc) so it is particularly helpful if you want to target a less common feature like long-term

Benefits CRM Features

Published August 13th, 2021 by rob g

CRM - Scheduled Events, Flags & Notes Overview Events & Flag Stages Schedule Follow Ups or Appointments, as well as... Overview Events & Flag Stages Schedule Follow Ups or Appointments, as well as Flag accounts from the Account Details   Follow Ups & Appointments appear in the calendar section of your Pipeline Other Flags (Contacted,

PEO Data Summary

Published February 22nd, 2021 by rob g

Report Includes: PEO count by State &  Top 20 PEO Providers by Volume

Health Plan Details

Published August 13th, 2021 by rob g

Overview The upper left contains business info and summary data for Participation, Premium and Commission. The upper right contains individual policies making up the plan The lower left contains contact data. The lower right contains a notes section and CRM features (groups, flags) Policy Level Details Experience Rated Some health plans are experien

PEO Class Codes are messed up

Published March 17th, 2021 by rob g

When PEO's are reported, all businesses within the PEO are typically reported with the same class code. Which class code? The one generating the most premium. Who that made sense to when the regulation was being written, we'll never know. And even if we could publicly chastise, it wouldn't change the fact that we still have to deal with it. So if yo

Retirement Plan Details

Published August 18th, 2021 by rob g

Overview The upper left contains business info and summary data for Participation, Assets and Commission. If accountant is available it will also display here The upper right contains high level plan info - assets, contributions, and performance The lower left contains contact data. The lower right contains a notes section and CRM features (groups,

Retirement Search Menu

Published August 18th, 2021 by rob g

Overview Location You can search a state by county or zip code radius. Use the orange toggle link to the right of the field to switch between the two. Delete Plan Features These are the features of the retirement plan such as ESOP, 401(k), self-employed, etc. Particularly helpful for identifying atypical plan types. Delete Industry Benefit data sets

CRM - Groups

Published February 22nd, 2021 by rob g

Overview Groups are created & assigned in the Account Details modal If the group exists just click to assign. If it does not, you can create it at the bottom Groups are accessed from your Pipeline where you can toggle saved searches & groups Groups offer more specific list segmentation. Use to keep track of referrals, marketing campaigns, pr

Creating Groups & List Assignment

Published February 22nd, 2021 by rob g

Settings

Published February 22nd, 2021 by rob g

Accessing Settings Click on the drop down arrow in the upper right header menu and select 'Settings' User Account Settings Agent Accounts cannot change their email address, this must be done by the Master Account holder (purchaser) Assign To Fields The assign fields are to enable a small amount of communication between different production units. Fo

Mobile App

Published February 22nd, 2021 by rob g

Settings ‍

Commercial Insurance Data Availability

Published February 22nd, 2021 by rob g

Column Order: WC Renewal Primary WC Class Code Loss Cost SIC Code FEIN WC Carrier LCM Filing Policy # WC Premium Mod Assigned Risk

Health List View

Published August 12th, 2021 by rob g

Overview Sort your list by clicking on any of the row headers icons on left indicate web & company page links icons on right indicate contact info availability as well as a short-form indication (not shown) Click on a business to view plan details List exporting is available at bottom left of page Health Plan Details

Retirement Dash

Published August 18th, 2021 by rob g

Overview The Retirement Dash summarizes Assets, Performance & Commission, Participation, Feature and Provider history. Asset Summary This chart compares beginning and ending assets. Hovering over a term will provide a tooltip with the hard numbers. If the line is above the bar, the plan is growing, if below shrinking. Performance Summary This ch

Retirement List View

Published August 18th, 2021 by rob g

Overview Sort your list by clicking on any of the row headers icons on left indicate web & company page links icons on right indicate contact info availability as well as a short-form indication (not shown) Click on a business to view plan details List exporting is available at bottom left of page Retirement Plan Details

DOT Data

Published February 22nd, 2021 by rob g

Overview DOT Summary Mileage reportedOperation typeUnit CountDriver CountAuto Carrier & Policy Info (when required)Unit Breakdown DOT summary data is displayed in the Policy Modal ‍  Look for this icon in List View: Access DOT data from the orange tabs in the Policy Modal Carrier Report

Search Menu

Published February 22nd, 2021 by rob g

Benefits Pipeline

Published July 16th, 2021 by rob g

Overview Pipeline is your main menu. It includes your saved search and groups, events and active opportunities, as well as the search menu Use the toggle in the upper left corner to switch between data sets Latest Flags The top menu includes a name lookup, Sorting & (flag) Filtering The last activity time and most recent note appear below the co

Group Health Data Summary

Published March 2nd, 2021 by rob g

Annual Health Plan Renewals by State, broken down by Participation (sorted alphabetically from left to right) Total Policies over Time, broken down by plan type Current Term Filing Completion Gauge Annual Plan Premium Histogram Annual Plan Pie Chart, broken down by Participation Count 4A = Health 4B = Life Ins 4D = Dental 4H = Long-Term Disability 4

Search Results/List View

Published February 22nd, 2021 by rob g

Update Table of Contents Overview Contact Link Tray Data Icon Tray Exporting & Printing Bookmarks Overview Sort your list (ascending/descending) by clicking on any of the header rows Results The total number of results meeting your search criteria will show at the top of your list. Note that only the first 2,000 will be loaded. We recommend usin

Xstate

Published February 22nd, 2021 by rob g

X-State X-State summarizes multi-state operations. Below is a description of each section. Account Summary indicates number of states with active coverage, number of carriers and groups providing coverage, average LCM, total premium (as available, by state) and premium change from prior term. Premium & LCM Graph indicate changes over time, broke

Active WC Policy Report by State

Published February 22nd, 2021 by rob g

Report includes: Active WC Policies by State Policies matched to Enhanced Data - OSHA, DOT, & Group Benefits PEO Policy & Provider identification  

AgencyDash

Published July 19th, 2021 by rob g

Overview Totally overhauled in 2021, AgencyDash is a real-time report of activity. If you are a Master (main) account holder you have a birds eye view of your team's effort over time, aggregated with industry and class, incumbent carrier, location, and even the day of week/time of day.  It is fully interactive, so if you click on an agent it will fi

How do I Update my Credit Card?

Published March 29th, 2021 by rob g

Updating Payment Info Master Account holders can update payment info. While logged in to your account go to the Subscriptions page -  https://www.insurancexdate.com/subscriptions.php Click on the 'Update' link located in 'Your Payment Method' located in the upper right. Enter new card info and click update card. The new card will be used for all pay

Class Report

Published July 19th, 2021 by rob g

Class Report The class report focuses on the carriers that write the class of business and the general changes over time for the class itself. Carrier Grp LCM's This text chart summarizes the LCM's of a carrier group into percentiles LCM Change This tracks the rate trend for the class over time.  Retained a rolling tally of retained accounts. use in

Carrier Report

Published July 15th, 2021 by rob g

Overview The new Carrier Report has been optimized based on the data available in a given state. At a minimum you will be able to view historical renewal volume broken down by industry, Underwriting tier utilization, and a rolling 12 month win/loss record vs. peers. Trends and segmentation are the themes here.  The first report you view takes a pain

Quick Start Guide

Published February 22nd, 2021 by rob g

CRM - Scheduled Events, Flags & Notes

Published February 22nd, 2021 by rob g

Overview Events & Flag Stages Schedule Follow Ups or Appointments, as well as Flag accounts from the Account Details   Follow Ups & Appointments appear in the calendar section of your Pipeline Other Flags (Contacted, Quoting, etc) appear in the Latest Flags window of your Pipeline (note: these flags are 'sticky' so you can schedule a calenda

Exporting

Published February 22nd, 2021 by rob g

How do I view my team's activity?

Published March 5th, 2021 by rob g

Viewing the Team's activity is available to Master Account holders. There are two ways to view your team's activity: from the Pipeline - ‍ Click on the 'Sub Activity' button located in the Latest Flags section Latest Flags Section Will display your team's recently flagged accounts Schedule (Calendar) Will display their scheduled events from the Agen

Prospect/Policy Details

Published February 22nd, 2021 by rob g

Loss Run Release Form Generation

Published April 26th, 2021 by rob g

Update Table of Contents Overview Insured Info Policy Terms Requested: Carrier Contact Info: Generate: Requesting Loss Runs: Tracking: Considerations: Rules??? Overview We have created a Loss Release Form template, which prefills with the available policy and contact data so all you have to do is confirm, add other lines as needed and send to your p

Pipeline

Published February 22nd, 2021 by rob g

Overview Pipeline is your main menu. It includes your saved search and groups, events and active opportunities, as well as the search menu Latest Flags The top menu includes a name lookup, Sorting & (flag) Filtering The Renewal Date, last activity time and most recent note appear below the company. Click to view the Policy details The Sub Activi

Retirement Data Summary

Published March 2nd, 2021 by rob g

Annual Retirement Plan Renewals by State, broken down by Participation Total Policies over time, broken down by Plan Feature Current Term Filing Completion Gauge Annual Plan Asset Histogram Annual Plan Participation Pie Chart