Salesgenie review for insurance agents: data, pricing and permitted use
Salesgenie is Data Axle's search tool for business and consumer prospects, with insurance filters and Form 5500 benefit plan data. You search, save lists and export the records you buy.
Benefits plan end dates come from filings, while the homeowner x-date has no published method. Plans start at $99 a month, and exports use credits.
- Best for
- Agents who prospect consumers, businesses and benefit plans from one search tool
- Data type
- Business and consumer database with Form 5500 plan data
- Renewal date
- Filed plan end dates for benefits. The homeowner x-date has no published method
- Lines
- Home, auto, life, commercial and employee benefits
- Price
- From $99 a month for one user. Exports use credits
- Do Not Call check
- No. The terms put screening on you
- Delivery
- CSV, Excel, Salesforce and HubSpot
- Trial or sample
- Free account with hidden contact details
Our take
Salesgenie suits an agency that sells across lines and wants one place to find homeowners, car owners, businesses and benefit plans. Its map tools, saved searches and alerts go further than most list sellers.
The Form 5500 plan end date is a filed date. The homeowner x-date filter has no published method, so test it first.
Credit prices aren't posted, which makes the real monthly cost hard to judge before you talk to sales.
Pros
- Consumer, business and benefit plan data in one tool
- Saved searches that add new matches and send alerts
- Exports straight to Salesforce and HubSpot
- A free account to test filters and counts
- Buy one-time lists without a plan
Cons
- Packages run 12 months before you can cancel
- You do your own Do Not Call screening
- Cell numbers come with no consent to call
- No published method behind the homeowner x-date
Data sources and dates
| Source | What it gives you | How often it updates |
|---|---|---|
| Form 5500 filings | Plan sponsor, participants, service providers and plan end date | Filed up to seven months after the plan year ends |
| County deed records and phone checks | Confirmed homeowner status and mortgage details | Daily to monthly, by source |
| Census and postal data | Likely homeowner status and housing type | Daily to monthly, by source |
| Vehicle makers, dealers and service centers | Vehicle make, model, year and purchase date | Daily to monthly, by source |
| Business filings, directories and company websites | Industry, size, sales and executive names | Daily to monthly, by source |
| Tax, voter and utility records | Consumer names, addresses and household details | Daily to monthly, by source |
- Renewal date
- Plan end dates for benefits. A homeowner x-date filter for P&C
- How it's built
- Plan end dates come from Form 5500 filings. The x-date filter isn't labeled filed or estimated
Two kinds of dates. The benefits plan end date comes straight from a filing. The homeowner x-date has no published method, so test it before you rely on it.
Coverage
- Lines
- Homeowners, auto, life, commercial and employee benefits
- Prospect type
- Consumers, households, businesses and benefit plans. None of them asked for a quote
- States
- All US states. Canadian business and consumer data too
Fields, filters and sample
Fields you get
- Email where available
- Employee count
- Executive title
- Form 5500 participants
- Form 5500 plan end date
- Form 5500 plan sponsor
- Form 5500 renewal date
- Form 5500 service providers
- Home value
- Homeowner status
- Mortgage sale month
- NAICS
- Name
- New-business indicator
- Phone
- Postal address
- Sales volume
- SIC
- Square footage
- Vehicle identification number
- Vehicle make
- Vehicle model
- Vehicle purchase date
- Vehicle year
Filters
- Age
- Agent or broker
- Children in household
- City
- County
- Employee count
- Form 5500 plan end date
- Home value
- Homeowner or renter
- Household income
- Housing type
- Industry
- Insurance carrier
- Marital status
- NAICS
- Plan participants
- Radius
- Sales volume
- SIC
- State
- Vehicle attributes
- Years in business
- ZIP code
No sample file is published. The free account shows hidden records, filters and counts.
Freshness and accuracy
- Update schedule
- Daily for some sources, monthly for others. More than two million updates a month
- Accuracy the vendor claims
- 96.1% correct company name, address and phone
- How it was measured
- An audit Salesgenie credits to the University of Nebraska Omaha. No date or sample size given
Pricing, credits and exports
| Plan | Price | Billed | What you get | Users |
|---|---|---|---|---|
| Free accountLooking before you buy | $0 | None | Search and save lists with contact details hidden. Buy one-time lists | 1 |
| BasicSolo agents who buy as they go | From $99 | Monthly | Unlimited searching. Exports use credits you buy | 1 |
| ProAgents prospecting every month | From $149 | Monthly | A monthly credit allowance and campaign tools | 1 |
| TeamAgencies sharing leads | From $299 | Monthly | Lead assignment, reporting and team admin | 5 |
Starting prices as of October 2026, from the Salesgenie packages page. Plans can be customized, so your quote may differ.
Good to know before you buy
- Each exported or printed record uses one credit. An email address uses one more.
- Buyer Intent, which shows business topics a company is researching, adds $50 a user each month.
- Saved lists in a free account last 60 days.
Which plan has it
| Feature | Free | Basic | Pro | Team |
|---|---|---|---|---|
| Search and counts | ||||
| See contact details | ||||
| Monthly credits included | ||||
| Campaign tools | ||||
| Lead assignment and team reports | ||||
| Users | 1 | 1 | 1 | 5 |
Phone, email and Do Not Call
- Phone numbers
- Business and consumer, landline and mobile
- Cell phone flag
- Cell numbers may be included. Data Axle says it has no consent to call them
- Do Not Call check
- Not done for you. You subscribe to the lists and screen your use
- Your part
- Consumer phone numbers show only after you give your FTC registry account number or sign a waiver
- Where present. Costs an extra credit
Having a phone number or email on a record is not consent to call, text or email that person.
Permitted use
- How you may use it
- Your own business, under your order terms
- How long
- While you subscribe. One-time lists stay downloadable for 12 months
- Who can use it
- Your business. Sharing needs written approval
- Resale
- Not allowed unless your order says so
- Credit and underwriting use
- Not allowed. No credit, jobs, tenant screening or personal insurance underwriting
- After you cancel
- Stop using it and destroy it within 30 days
Delivery and connections
| Connects to | Type | Direction | What it does |
|---|---|---|---|
| Salesforce | CRM | Out | One-click export with field mapping |
| HubSpot | CRM | Out | Sends a list straight to HubSpot |
| Microsoft Dynamics | CRM | Out | Named as a connection. Details aren't published |
| Quoteburst | Quoting | Out | Sends prospects to the quote tool used by Allstate agents |
| CSV and Excel | File | Out | Downloads the records you buy |
- Download formats
- CSV and Excel
- API
- Offered through Data Axle. No public Salesgenie reference
Search, lists and alerts
- Search
- Business and consumer filters with include and exclude rules
- Territories
- Draw on a map or set a radius up to 150 miles. Team leads can be assigned
- Saved searches
- Yes
- Alerts
- New matches for a saved search, with optional email notices
- Lead tracking
- Notes, tasks, status and tags
Getting started
Open a free account
No card needed. Search, count and save lists with contact details hidden.
Set your area
Draw it on a map or use a radius, and upload past customers to leave out.
Pick a plan or buy one list
Choose a monthly plan or buy a one-time list.
Export or send to the CRM
Download a file or push it to Salesforce or HubSpot.
Help comes by phone, chat and the help center. Paid plans get an account manager and training.
Contract and refunds
- Term
- Packages start with 12 months
- Renewal
- Month to month at the current rate after the first term
- Canceling
- After the first term. Some list order pages charge half the order to cancel
- Refunds and bad records
- $0.40 for each bad record above 8% on eligible lists. Claim within 90 days. Email lists don't qualify
- Your data when you leave
- Stop using it and destroy it within 30 days
- Terms
- Salesgenie terms and the Data Axle master product suite agreement
From the Salesgenie terms, data guarantee and Data Axle master agreement, checked in October 2026. The guarantee is a limited-time offer.
What users say
What reviewers say most often, as of October 2026.
What users like
- Ease of use
- Filters and list building
- Support and onboarding
What users dislike
- Contacts that are wrong or out of date
- Confusing filters
- Extra costs for data
Salesgenie alternatives
- InfofreeFrom $1,500 a yearSimilar search tool with a 24-hour free look
- ListShackFrom $50 a monthLarge monthly downloads for a flat price
- LeadsPleaseFrom $99.50 an orderBuy one list online with no subscription
- Judy DiamondFrom $300 a state each yearForm 5500 renewals built for benefits brokers
- Exact DataFrom $0.21 a recordThe same consumer data sold as ready-made lists
See every option in insurance data providers.
Frequently asked questions
How much does Salesgenie cost?
Basic starts at $99 a month, Pro at $149 and Team at $299 for five users. Exports use credits on top.
Are Salesgenie renewal dates filed or estimated?
Benefits plan end dates come from Form 5500 filings. The homeowner x-date filter has no published method.
Does Salesgenie scrub Do Not Call numbers?
No. The terms make you subscribe to the lists and screen your own calls.
Does Salesgenie send leads to my CRM?
Yes. It exports to Salesforce and HubSpot, and Microsoft Dynamics is also named.
How long can I use a list from Salesgenie?
While you subscribe. A one-time list stays available to export for 12 months.
Can I cancel Salesgenie any time?
Packages start with a 12-month term. After that they run month to month.
How we researched this review. We based this review on the pricing, terms and product pages published by Salesgenie, reviewed in October 2026, together with our team's experience working with insurance agents and agency owners since 2008.
Corrections
Vendors change their pricing all the time and they don't email us when they do. So if you see a price on here that's gone up, a plan Salesgenie quit selling or a contract term that reads different now, let us know and send the link to the page where Salesgenie has it. Somebody here pulls up that page and checks it before we change anything on ours.