Insurance CRM and xDate Tracking that Makes Sense
Feature Rich, Yet Easy to Use Insurance CRM

xDateTrak was designed with hands-on feedback and direction from Insurance Agents to make your Agency more productive!

xDate Centric Application

  • Reports show xDates and Days Remaining by Account
  • Quickly see which xDates are upcoming
  • Select lists by xDate

Contact Management

  • Full contact management features
  • Supports multiple contacts per account

Collaboration

  • Send email messages to team members
  • Individual and team calendars

Marketing File/Document Management

  • Manage submissions and related documents
  • Customizable for your agency

Activity Management

  • Track complete and scheduled activities
  • Individual and Team Calendars
  • Integrates with Google Calendar

Custom Reports

  • Create Custom Reports
  • Download lists for marketing vendors
  • Target accounts by multiple criteria

xDate Vault

  • Download public Workers Comp Information directly into your xDateTrak account for Sales & Marketing purposes
  • Buy data in bulk or on a company lookup basis
  • Currently supporting the State of Georgia (other states coming soon)
  • Additional fees apply

Security and Administration

  • Role level access
  • Data is backed up around the clock, all day, every day
  • SSL Encryption for all transactions
  • Import and Export your data
Your data is safe, secure and available with xDateTrak!
XDateTrak security is a powerful, fully integrated portfolio of services, managed devices and best practices — all designed to ensure the highest levels of security for customer data.
xDateTrak | Copyright © 2012