IMS I

What do you like best?

Simple and easy to navigate, and the tech support staff at Xanatek is knowledgeable and always friendly and pleasant to work with. Functionality has improved tremendously since the IMS4 update, and I love the new Merge and Move features.

What do you dislike?

It would be nice if it were possible to merge notes together, for situations where duplicate notes have been entered. I also miss the ability to zoom in on documents in File Center.

Recommendations to others considering the product:

For those seeking an exemplary Information Management System, I would highly recommend IMS and Xanatek, Inc.

What problems are you solving with the product? What benefits have you realized?

Logging accurate and secure client information is extremely important, and one of the most important aspects of my job as an insurance agent. Documentation and notation are a top priority on my list of daily job activities and requirements. Notation is of the utmost importance, and has been a saving grace in Error & Omissions situations.