Overview
Insurance Xdate is a distribution and sales intelligence platform for independent commercial insurance agents, providing access to policy expiration data, incumbent carrier information, and premium history to support prospecting and new business development.
The platform offers web and mobile access to workers compensation X-date data across 28+ states, a nationwide database of group health and retirement accounts sourced from 5500 filings, and a suite of prospecting tools including class and carrier reports, loss documentation generators, and CRM and calendar integrations. Data is available through subscription tiers or as bulk exports in CSV and JSON formats.
Founded in 2013 and bootstrapped, Insurance Xdate operates with a small team and serves independent agencies seeking to reduce manual research time and increase pipeline efficiency. Customer testimonials cite reductions of 15-20 hours per month in prospecting research.
Products & Services
Workers Compensation Data
Access to commercial insurance profiles with renewal dates, incumbent carriers, rates, premium history, OSHA data, and DOT datasets. Coverage spans 28+ states and is expanding.
Key Features
- X-date (policy expiration) data for commercial accounts
- Incumbent carrier and premium history
- OSHA and DOT dataset integration
Target Users: Independent commercial insurance agents prospecting for workers compensation accounts
Health and Retirement Benefits Data
Nationwide database of employee benefit plan information compiled from 5500 reporting sources, used to identify group health and retirement sales opportunities.
Key Features
- 5500-sourced benefit plan data
- Nationwide coverage
- Integrated into the Company Details view (added Q1 2026)
Target Users: Benefits-focused independent agents and brokers
Prospecting Platform
Web and mobile application with tools for identifying, qualifying, and tracking commercial insurance prospects.
Key Features
- Prospect targeting and data augmentation
- TalkRunner and LossRunner reporting tools
- Loss release form generator
- Calendar and CRM integrations
- Mobile app with push notifications for market changes
- Lead Capture service on saved searches (launched Q1 2026)
Target Users: Independent insurance agencies managing multi-line commercial prospecting
Data Solutions
Bulk data packages and list append services for agencies and data resellers requiring offline or custom datasets.
Key Features
- Bulk exports in CSV and JSON formats
- List append for prospect enrichment
- Regional and national coverage packages
Target Users: Agencies and data resellers needing custom or high-volume datasets
At a Glance
- Founded
- 2013
- Headquarters
- Wilmington, Delaware
- Employees
- 1-10
- Funding
- Bootstrapped
Category & Focus
- Category
- Distribution & Sales
- Subcategories
- Lead Generation Prospecting Data Sales Intelligence
- Insurance Verticals
- P&C Commercial Workers Compensation Group Benefits
- Target Customers
- Agents/Agencies
Customers
- Single Source Benefits
- NTI Group
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Last updated: 2026-05-11