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rob@insurancexdate.com
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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
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,
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 Filtering for records with DOT filings is available with the Premium Search
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
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
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
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
Notes Page
Published September 8th, 2023 by rob g
Overview (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 most recent note on the account is displayed on the list. Click on a record as yo
Loss Run Release Form Generation
Published April 26th, 2021 by rob g
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 prospect for signature. Also included is a directory of carrier contact data specific to loss run requests so you know where to send and have a way to manage the
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
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
Employee Benefits
Published April 1st, 2023 by rob g
Health Plan Details Overview The upper left contains business info and summary data for Participation... 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 sect
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
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.
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
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
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
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
Retirement Plan Monthly Renewal Volume
Published March 8th, 2021 by rob g
Retirement Plan Renewals by Month, broken down by State
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
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 Single Record Export You can export a single record from the modal ( business details section ) Location Schedule Export You can export the Location schedule from the Locations tab Export File CSV Not to be confused with an
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
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
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
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
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
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
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
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
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
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.
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
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
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
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
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 Mod Assigned Risk
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
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
Search Results/List View
Published February 22nd, 2021 by rob g
Overview List View Fields Name, address, industry code and expiration date are available for all states. Additionally, select fields will appear if available including Exp Mod, LCM filing and Premium. Hover your mouse over the value to view a tooltip (label). Note that PEO's will always use an SIC code, even if class code is available in the sta
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’
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
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
PEO Data Summary
Published February 22nd, 2021 by rob g
Report Includes: PEO count by State & Top 20 PEO Providers by Volume
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
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
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
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
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
Group Health Monthly Renewal Volume
Published March 8th, 2021 by rob g
Health Plan Renewals by Month, broken down by state
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
Search Menu
Published February 22nd, 2021 by rob g
Recent Updates 2023 added 'Movement' - filter by increase/decrease in various price factors. 'Multi-State' is now a Policy Filter, allowing it to be targeted or excluded (previously a data filter) New additions to Quick Find: Bureau ID (dependent on state) DOT # (if required) New Search options available with the Enhanced Search addon: LCM range
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
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 -
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
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
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
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
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 .
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
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,
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