ProspectBase™ is a web-based knowledge and management development system for marketing, underwriting, agency management and field associates within the commercial property & casualty insurance industry.

The system provides the business intelligence needed to target high probability prospects. Each comprehensive prospect profile is compiled from unique market intelligence sources and proprietary DataLister^SM information, including carrier of record and policy X-dates. Other sources include Dun & Bradstreet, Experian and InfoUSA. Available specialty data includes property ownership information, premium estimates and commercial vehicle ownership information and other industry specific content.

With our ProspectBase™ Development System, field associates can find answers to:

• Who are the absolute best prospects in my region or territory based within our underwriting guidelines?
• What is our total all-lines opportunity to insure this employer?
• How well have we penetrated targeted segments in each key geographic area?
• What do we know about our prospects from outside sources and previous contact activity?
• How can we positively steer agency business development activities to meet our underwriters’ appetite?
• What are the Worker Compensation policy X-dates and carrier of record?

For marketing and sales planning you can find answers to:

• Where are our pockets of opportunity (low penetration - high opportunity)?
• How should we prioritize our sales efforts and apply our resources?
• How can we assemble, distribute, track, and measure interactions between field representatives, their agencies, and the carrier’s best prospects and customers?

Why is ProspectBase™ so valuable and different?

The web-based system is designed to be an easy to use, but powerful tool for field associates to work with agencies to increase premiums. What makes it so valuable is:

• It provides a disciplined and unified business development focus for the entire business unit. Customized, tactical, and planning views (searches) are created for each client.
  
  (Click here to see a customized ProspectBase™ home page w/ View List)
  
  
• The integration and uniqueness of various sources of information provide opportunities to close more sales and to increase cross-selling opportunities. Enhanced Prospect Record can include:
  • X-date and carrier of record for Workers Compensation
  • Policy decision location
  • Description of business: SIC’s, sales volume, employee size
  • Web address
  • Executive names – such as CFO
  
  (Click here to see a customized ProspectBase™ Business Development Record Sample)