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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

Commercial Platform

User Questions

Common Usage Questions

Popular Articles

  1. Search Menu
  2. Commercial Insurance Data Availability
  3. Business Details & Policy Info

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  • PEO
  • Loss Runs

Contact Info

support@insurancexdate.com

1-888-567-4119

Recent Posts

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