Last Updated on: December 10, 2024

Data Driven Prospecting with Insurance X-Date, Episode #347

Data Driven Prospecting with Insurance X-Date
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In this episode of the Power Producers Podcast, David Carothers welcomes Rob Gifford and Dan Abercrombie from Insurance Xdate. The trio dives into the journey of building an innovative tool for commercial insurance producers, exploring how Insurance Xdate simplifies pipeline management and prospecting. From leveraging data insights to overcoming challenges in a competitive market, Rob and Dan share actionable strategies and lessons from their experiences, making this a must-listen for producers looking to refine their sales game.

Key Points:

Innovative Pipeline Management

Rob and Dan discuss the inspiration behind Insurance Xdate and how it transforms prospecting with its seamless data aggregation and actionable insights.

Building Credibility Through Data

Rob shares how using rate filings and market-specific data gave him a competitive edge early in his career and how that philosophy drives the platform’s design today.

Navigating Hard Markets

The conversation highlights strategies for producers to stay proactive during market shifts, including the importance of consistent prospecting and leveraging tools to maximize efficiency.

Lessons in Collaboration

Rob and Dan reflect on the value of collaboration within the Power Producers and Killing Commercial communities, emphasizing the benefits of shared strategies and tools.

Entrepreneurial Insights

Dan shares his journey of entrepreneurial successes and failures, showcasing how adaptability and innovation can lead to game-changing solutions in the insurance industry.

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The Power Producers Podcast where we are refining and redefining the sales game.

Kyle Houck

Captive

Captives Have Moved Downstream: Why Middle-Market Producers Must Master the Conversation—Or Get Left Behind

For most of my 20-year career, captives felt like something reserved for the insurance elite—the jumbo accounts, the Fortune-level operations, the companies with multimillion-dollar manual premiums and entire departments dedicated to risk management. If you had asked me ten or fifteen years ago whether a $250,000 account was a legitimate captive candidate, I would’ve laughed. I thought captives were reserved for companies so complex and so large that the only rational way to insure them was to build an insurance company around their risk.

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