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rob g
rob@insurancexdate.com
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Exporting Data
Published February 27th, 2021 by rob g
Overview Downloading Search Results can be downloaded by clicking the Export button located at the bottom of your List View Multiple Record Export (not the whole list) Use the Picklist to select multiple records from a list Single Record Export You can export a single record from the modal ( business details section ) Location Schedule Export You
Zapier
Published April 21st, 2023 by rob g
Overview Xdate's Zapier app enables you to send data to your other systems, as well as finding a company in our database and updating or adding data fields to your system that triggered the look up. For example, you could simply create a new lead in AgencyZoom when the Save flag is used, or have a notification sent to marketing when you use the Quo
WC Policy & Business Details
Published March 31st, 2023 by rob g
Features Anything that is orange does something. At the top left (next to the business name) you'll see web and company page links, and a google name search shortcut. When there are additional names and/or addresses, you'll see a double arrow icon, which will display the additional information. This info is also available in the Locations tab, whic
Map View
Published January 2nd, 2024 by rob g
Overview New for 2024 we have built a map view for the online platform. You can view search results of up to 200 records, as well as any of your Flag folders. Got an appointment on the other side of town this week and want to see if there's anyone else worth talking to? That's exactly what this is for. Simply click the map toggle located at the top
Notes Page
Published September 8th, 2023 by rob g
Overview (2024 update) Master Account holders can now view their Team's notes (see below) (2023 update) The Notes page provides a list of all the accounts you have left a note on. The list is ordered descending by the date the note was made. Access Access the Notes page via the Flags dropdown button located in the upper right header menu- View The
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
Class Report
Published July 19th, 2021 by rob g
Overview The class report focuses on the carriers writing this class in your state - retention, new biz and lost biz. It provides annual trends at the carrier group level, indicating the net change in volume year over year to spot the winners and losers over time for the top 10/15 carrier groups. Depending on the state you are in it will also includ
Batch/Group Editing & Updating
Published September 8th, 2023 by rob g
Overview (2023 update) You can now edit or update multiple records at once. This can be done from a List View (search results), Group, Flag or Note folders. So anywhere there is a list, you can do it. Record Selection You can select individual records from a list, or select all on the page. You can select more by scrolling to other pages before maki
The Class Report
Published March 29th, 2023 by rob g
The Class Report enables wide visibility into a particular Class or SIC code at a national or state level. Find the top writers, who's won or lost the most, what their monthly rate trends look like, and more. Access from the Tools drop down - https://www.insurancexdate.com/class-report.php Notes on Filtering: Use class or sic code, but not both at
PEO Targeting & Data
Published November 3rd, 2021 by rob g
PEO Data Overview There are a couple drawbacks to how coverage is reported when through a PEO, and it can vary. This article covers search considerations, data interpretation, and condenses other PEO information found throughout the guides. The data availability depends on if local regulation requires a 'policy type' indication to be reported. Most
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
WC Search Menu
Published February 22nd, 2021 by rob g
Recent Updates (2024)Industry Groups transitioned to NAICS Sub Group categories, added NAICS codes. Retired the 'range' option (2024)Added Tenure (included with the Enhanced Search add-on) - this is how long they've been with their current provider (2023)added 'Movement' - filter by increase/decrease in various price fa
Contact Management
Published March 31st, 2023 by rob g
Many businesses include contact information. Possible fields include Name, Title, Phone, Email and Linkedin profile link. Features The phone numbers are click to dial , if you use a VOIP phone service (most of us do). You can google a phone number by clicking on the magnifying lens next to the number. (deprecated) If the business has operations i
Health Data
Published February 27th, 2025 by rob g
Overview Plan Highlights Includes: Plan Effective date Plan End date Participants Commission paid Total Premium (sum of all policy premiums) Insurance Plan Data Carrier and Broker info is found on the left, followed by covered participants, premium and commission/fees. The premium includes a Cost per Participant calculation (premium divided by numbe
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 Code Look Up
Published February 3rd, 2022 by rob g
Overview The class code look up resource lets you look up class codes by numerical code or description, as well as pull up a list of a given state's approved class codes, and is available here - https://www.insurancexdate.com/class Class Code Phraseology & Description The individual class code pages include most if not all phraseologies as well
Notes, Scheduling & Flags
Published March 31st, 2023 by rob g
Notes Notes are the most used feature on Xdate. Next year's volume of opportunities is influenced heavily by this year's work, so take advantage of it with this feature. To make a note just type in the 'make a note' field. Remember to press enter, which actually logs the note. Like contact data, notes are visible to all team members on the same Age
Retirement Data
Published February 26th, 2025 by rob g
Overview Plan Highlights Includes: Plan Effective date Plan End date Reported Participants Net Assets Commission paid Return on Assets (net of contributions) Bond Ratio - ERISA requires a bond equal to 10% of the beginning of year assets Financials The financials section includes current filing highlights with a historical view of total assets and r
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 Incumbent Agency Payroll Mod Assigned Risk
DOT Data
Published February 27th, 2025 by rob g
Filing Highlights At the top you'll see the DOT # and filing year, with milage, units and drivers to the right. Also included is inter/intra state indication, and hazmat. Insurance Data Insurance Provider includes the Auto Insurance Carrier, and typically program related information like where it was sourced. Coverage is reported with an effective
Assigned Risk
Published April 1st, 2023 by rob g
Overview All states have a market of last resort, for some it's a State Fund, others it is the Assigned Risk market. In states that have a State Fund, you'll see it in the carrier selection. For A/R, it is a Policy filter. Assigned Risk Rates In most states there is an assigned rate for this market, so the Carrier LCM can more or less be disregarde
AgencyDash
Published July 19th, 2021 by rob g
Overview Accessed from the header menu Totally overhauled in 2021 (and tweaked mid-2022), 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 full
CRM Integrations
Published December 27th, 2021 by rob g
Overview Our CRM integrations allow users to push individual accounts to their respective CRM system (HubSpot, Salesforce) including company details such as carrier, xdate, etc, as well as contacts and notes. While this integration can also update existing records, there are caveats to the process that our outside our control, and are detailed in a
Health Search Menu
Published February 26th, 2025 by rob g
Geographic Criteria Found here Industry Criteria Found here Active Participants Size criterion based on number of participants Contract Type Target based on type of coverage provided Carrier Group Target based on the carrier providing coverage Premium Size criterion based on total premium paid Commission Revenue criterion based on the commission pai
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
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 by clicking the Group button in the bottom tray Groups are accessed from your Pipeline where you can toggle saved searches & groups Groups offer more specific list segmentation. Use to keep track of
Emailing
Published May 9th, 2024 by rob g
Overview You can now send emails directly from the policy details page, without leaving your list. It is not set up as an email campaign system, rather to send those typical one-offs that come up while making sales calls. Like an appointment confirmation, or sending agency literature following a conversation or voicemail. Setup First you'll need to
HawkSoft
Published May 14th, 2024 by rob g
Do you use HawkSoft? Now you can download a CMSMT file, which can be imported into your AMS, cutting out a bunch (not all) of manual entry. It's super simple. Setup Go to Settings: https://www.insurancexdate.com/settings.php Look for the Hawksoft Export toggle and turn it on. How to Use Single-Record Export Button This will change your single record
PEO Data Summary
Published February 22nd, 2021 by rob g
Report Includes: PEO count by State & Top 20 PEO Providers by Volume
TalkPoint
Published November 4th, 2021 by rob g
Overview TalkPoint was created for users to leverage a prospect's potential pain points and provide factual information of the reason you think there is a beneficial opportunity. We do this by analyzing available data points like LCM filings, Premium to employee count, and incumbent carrier performance with a pool of their peers (ranging in size of
Locations
Published March 31st, 2023 by rob g
The Locations tab contains all locations associated with the insured and WC coverage. It includes FEIN, named insured, address and the year the location was added. Note that we began tracking this 2020, so that is the earliest year you'll see. New locations indicate growth, whether organic or through acquisition. It is helpful to reference the names
Search Results/List View
Published February 22nd, 2021 by rob g
Overview WC List View Fields Name and city/state/zip industry - Primary WC Class Code or SIC code when class isn't available Exp Mod (when available) LCM filing (when available) Premium (when available) Expiration Date Hover your mouse over the value to view a tooltip (label). Retirement List View Fields Total Assets Liabilities (typically $0)
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 March 31st, 2023 by rob g
iPhone download Android download Nearby Businesses The mobile app shows businesses in your local vicinity on a map. Note you do to have Location services enabled in the app settings to do so. You can also move the map to see businesses in other areas. You will see a 'Search this area' button appear when you move the map. Perform name searches by cl
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.
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
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.
Click to Dial
Published March 29th, 2023 by rob g
If you use a VOIP phone, you can likely utilize the click to dial feature. So if you use a service like Zoom Phone or RingCentral you can click on the number instead of dialing. That's why the phone numbers are orange, in case you were wondering. You will need your service's desktop application installed on your computer. If you have a ‘soft phone’
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
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
NAICS Look Up
Published February 3rd, 2022 by rob g
Overview The NAICS look up page lets you search by numerical code or description and is available here - https://www.insurancexdate.com/naics.php While rarely used in Workers Comp, NAICS codes are wildly specific and provide more information than you'll be able to keep track of. They are organized by major group (first 2 digits) Major Groups As note
Carrier Report
Published July 15th, 2021 by rob g
Overview The Carrier Report focuses on the incumbent at the state level. At a minimum you will be able to view historical renewal volume broken down by industry, Underwriting tier utilization, and a rolling 6 month win/loss record vs. peers. Report Filters PEO records and multi-state policies have been excluded from the counts. This report is intera
Notifications
Published January 1st, 2023 by rob g
Overview Notifications build and expand on the various change tracking we already display by, as the name implies, adding notification of the change as well as a way to surface the one's relevant to you. Notification Page Access Click on the 'bell' icon located in the header menu- List Filters Filter the list by notification type, source or state u
Printing
Published March 31st, 2023 by rob g
List Printing You can print your list by clicking on Call Sheets at the bottom of your list- Long Call Sheets provide full details: Short Call Sheets abbreviate to fit five records per page: Single Record Printing You can print a single record by clicking on the print button at the bottom of the modal. When printing single records you have the optio
Retirement Search Menu
Published February 26th, 2025 by rob g
Geographic Criteria Found here Industry Criteria Found here Active Participants Size criterion based on number of participants Plan Features Type of plan (401k, 403b, etc) and features of the plan (ESOP, profit sharing, etc) Assets Size criterion based on total assets in the plan. Uses end of year (Net) assets Commission Revenue criterion based on
SIC Look Up
Published February 3rd, 2022 by rob g
Overview SIC Code Look Ups are performed in the same manner as most others, you can search by numerical code or description, and is available here - https://www.insurancexdate.com/sic.php They are organized by the Primary Group (first two digits) so you can also see what operations are contemplated under Agricultural Production Crops, for example -
GL Lookup
Published February 3rd, 2022 by rob g
Overview The General Liability code look up resource lets you look up by numerical code or description, and is available here - https://www.insurancexdate.com/gl.php In addition to the general description for the code, there is also a cross-reference available for commonly associated WC class codes , SICs & NAICS .
The Carrier Report
Published March 29th, 2023 by rob g
The Carrier Report enables wide visibility into a particular Carrier Group at a national or state level. See growth or decline at the state and industry level, who they've won and lost business to, rate trends and more. Access from the Tools drop down - https://www.insurancexdate.com/carrier-report.php Notes on Filtering: Use class or sic code, but
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
The Carrier Comparison
Published March 29th, 2023 by rob g
The Carrier Comparison lets you compare up to 5 carriers side by side. Drill down by class or SIC, and state. Access from the Tools drop down - https://www.insurancexdate.com/carrier-comparison.php Notes on Filtering: Use class or sic code, but not both at the same time. Doing so just eliminates the states without a class code. 20 states have clas
OSHA Data
Published February 27th, 2025 by rob g
Inspection Info At the top is the inspection date on the left, and to the right are the number of violations, number of Employees recorded, private/public establishment, union or non-union and type of inspection. Inspections are typically planned, but will also include referral, employee complaint, reported incident, etc. Planned inspections (also
LossRunner
Published April 26th, 2021 by rob g
Overivew LossRunner was created in 2021 and is used for generating Loss Run Release forms as well as carrier request contact management, with an emphasis on keeping the incumbent agent unaware. Our 2025 update now includes a 1 step E-Signature process for your prospect, and automated carrier request routing (currently via email only). So if the pro
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