Cole X-Dates Boot Camp


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Be the first in the door to talk to homeowners about their insurance policy before it expires with Cole X-Dates. This powerful tool allows you to find just-in-time leads in your neighborhood in seconds. With Cole X-Dates, you can identify and target select homeowners by x-date, home value or purchase date. You can also target condo owners, renters, drivers, referral, life and commercial leads. But that's not all.

Square Footage
Unlimited Searches and Downloads
Mapping Tool to Pinpoint Your Best Prospects
The preview grid allows for customization and there are new ways to find new customers with the Mapping and Age Features. For many, these features are grayed out and cost an additional $99.95 each to add to your account. Call 800-800-3271 to learn more.

At Cole Information, our passion is helping businesses find new customers.

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Cole X-Dates Boot Camp

  1. 1. Boot Camp Get the Most out of Your Subscription 1
  2. 2. Session Framework • New experience • Easy to use and access • Product features including age and map • Questions 2
  3. 3. • Cole Directory Then & Now • Published in 1947 • Blue Book • Criss-cross directory of addresses and phone numbers • Today • In 2012 we delivered millions of expiring homeowner policy leads to thousands of agents. • “Cole has enabled us to reach new homeowner insurance prospects effectively and inexpensively.” -- John H., Insurance Agent 3
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  6. 6. Benefits • Just in time leads for direct mail and telemarketing. • Expiring homeowner policy leads plus: • auto/referral/commercial/condo owners/life • Unlimited searches and downloads. • List flexibility and compatibility. • Mapping tool to pinpoint customers/prospects by street/zip. • Dedicated coaching team. • Complimentary product and marketing webcasts and on-demand videos. 6
  7. 7. Fingertip Prospecting Finding new customers… Finding new customers… 1. 2. 1)Expiration month & state 1)Expiration month & state 2)Zip code or street name 2)Zip code or street name 3)Mailing or telemarketing list? 3)Mailing or telemarketing list? 1-2-3… 1-2-3… Easy as Easy as 3. 7
  8. 8. Why Cole? • Timing is value. Where else can you get lists of homeowners in your area who’s policies are up for renewal by month? • We provide unlimited information. There are no hidden fees, contract or details in the small print. • Multi-Line leads create up-sell opportunities for bundled policies. Search results confirm homeowners with multiple cars and most lucrative homes rise to the top of the list. • Map more referrals. Pinpoint neighbors of your best customers by simply plotting points on a map. • Easy Exporting Options. Agents can export directly to labels, Excel and major carrier exports. 8
  9. 9. Jump Start Your Sales! • Customer care advisors: 800-283-2855 Monday-Friday 8 a.m.-5 p.m. CST 9
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