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InsuranceXdate Knowledge Base
Popular Topics: Pipeline & Search Menu, WC Policy Details, CRM Capability, Reports,
Pipeline & Search Menu
WC Policy Details
WC Data, business details, locations
CRM Capability
Notes, click to dial, contact management, Flags, Groups, Notifications & AgencyDash
Reports
Class, Carrier, Xstate, Carrier Comparison
Integrations
Calendar, CRM integrations, Zapier
Print/Export
Additional Data
OSHA, DOT, Benefits
Mobile App
iPhone, Android
LossRunner
Loss Run release form generator
Settings
Class/Industry Look Ups
Class, GL, SIC Cross-Reference
Data Availability
Benefits Platform
User Questions
Common Usage Questions