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X-Date Prospect System

The X-Date Prospect System's unique software (Lookup Wizard) allows you to focus on businesses that match your criteria and appetite: county, size of business, renewal month, SIC Code (business description) and more.

With over 18 million businesses in existence, just finding the 5 million POLICY DECISION POINTS can be an expensive and time-consuming exercise. The X-Date Prospect System is a proven system that can identify every relevant policy coming up for renewal. The DataListerSM system is easy to use and enables you to tailor event-driven direct mail and sales activities by your prospects' Workers Compensation Renewal dates and/or carrier of record. The Lookup Wizard feature enables you to search easily and quickly by:

  • Key Policy Date (Effective and/or expiration)
  • Industry Code(s)
  • State, County, City, Zip Code
  • Insurance Carrier
  • Number of Employees
  • Coverage Status
  • Employer Name
  • and more...


The X-Date Prospect Record includes the following information components:

    Company Profile Information
  • Employer Name
  • Executive Names
  • Policy Decision Location
  • Employee Size
  • Sales Volume
  • and more...
    Workers Compensation Information
  • X-date
  • Carrier of Record
  • SIC Code (business description)
  • Class Code

(Click to see example of X-Date Prospect Record)

WHAT MAKES THE X-DATE SYSTEM SO VALUABLE?

  • The X-Date Prospect System increases appointments with employers because you are able to time your direct marketing/sales activities to coincide with their insurance renewal dates.

  • You receive actionable leads that multiple quality new business and produce more commissions.


  • Producers are motivated to approach prospects becauseof their enhanced knowledge of the prospect's business.

  • DataLister's Regional Marketing consultants help our customers tailor a solution that fits their needs, size of business, budget and infrastructure.