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