Insurance Prospecting FAQ
By Sarah Elfering
Insurance agents are growing their insurance prospecting and taking control of their lead generation with Cole Information’s insurance platform Cole X-Dates. Cole’s data technology powers a multi-channel prospecting strategy by providing insurance professionals with the data they need to grow their sphere of influence and create more quoting opportunities.
Getting started with Cole X-Dates is easy! Check out some frequently asked questions before getting started.
What is an X-Date?
X-Dates are confirmed homeowners who have an expiring homeowner’s policy based on the purchase date of their home.
Where does our information come from and how often is it updated?
Our information is updated every 30 days and is complied from various public records such as real estate transactions, assessor information, and census data.
To learn more about where we get our data visit:
What is Cole Community?
Cole Community is our blog that gets updated with industry-relevant topics, videos, and downloadable content.
Click here to check out Cole Community.
How do I log in?
To login to Cole X-Dates, visit www.colexdates.com
How many people can log in at one time?
It depends on the license you’ve bought. A single-seat license is for one user. For a multi-seat license, each user gets their own login credentials.
What are your hours?
Cole is open Monday-Friday from 8 am-5 pm CST. We can be reached at 800-800-3271 option 2 or drops us an email at email@example.com
How do I cancel my subscription?
Please call our customer service team at 800-800-3271 option 2 or drop us an email at firstname.lastname@example.org
To learn more about your subscription visit:www.colexdates.com/user-agreement/
How do I know when my subscription expires?
To ensure uninterrupted service, your subscription will renew automatically. To know when your account renews, log in to Cole X-Dates and click on my account.
If you have any questions call our customer service team at 800-800-3271 option 2 or drop us an email at: email@example.com
What is Multi-Line Search?
This search targets confirmed homeowners who have two or more adults living in the household.
How do I use the Referral Search?
With the referral tab, you can enter your current customer information and target similar customers based on street or radius search.
What is Age Search?
With this search, you can prospect based on a product or service you offer. This type of search is most commonly used by agents who sell life or health insurance, policies, annuities, long-term care insurance policies or Medicare supplements.
I am searching for a record and get no results. What am I doing wrong?
Remember “less is more” and only enter the required fields. Try removing unnecessary words like street, court, plaza or lane.
What is the difference between all records/ mailing/ telemarketing?
All records provide all the information in our database. Mailing provides you with the highest deliverability based on USPS. Telemarketing provides individuals and phone numbers that are not on the DNC.
I can’t find an address in your database. Why is someone else’s information on my address?
The most common reason for this is the record holder has asked to be removed from the database or we are not able to verify the record information.
I forgot to save a file. How do I find that file?
Log into your account and click on “My Account” and look under recent downloads. We only save searches for two weeks, so if the search is older than two weeks it will not show up.
How many records can I search for or export at one time
If your search exceeds 1,500 records, we can only display up to 10,000 records at a time.
Depending on your subscription level you can download only so many records at once. The starter subscription has a cap of 2,000 record downloads per month. The pro subscription has unlimited downloads per month.
There is a cap of downloading 1,500 records at once, but you can download all of your searches by selecting pages and downloading 1-5, 6-10, etc. until you get all of your records.
Here’s a quick video to help you start increasing your insurance prospecting today!
For over 70 years, Cole Information has been helping insurance agents connect with prospects. Start creating more quoting opportunities today with Cole X-Dates!
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