Xanatek offers complete agency management, including industry standards ACORD Forms, eMessages, eDocs, downloads, as well as client and prospect management.
Xanatek IMS
Xanatek IMS
Xanatek offers complete agency management, including industry standards ACORD Forms, eMessages, eDocs, downloads, as well as client and prospect management.
10.0/10
(Expert Score)
★★★★★
Product is rated as #3 in category Insurance Agency Management Software
Customer Reviews
Xanatek IMS Reviews
Courtney M.
Advanced user of Xanatek IMS★★★★★
What do you like best?
So many features available. Simple to use, reliable, and legally stores data. Amazing for our business! Couldn't ask for anything more of this program.
What do you dislike?
The only area I can possibly think to improve would be searching customers. If it is not an EXACT match then it will not appear in the search. Maybe making searches more inclusive by tagging names that are similar spelled or pronounced? I've worked with programs that do so and it is a nice feature.
What problems are you solving with the product? What benefits have you realized?
Storing customer data in a protected program, legally storing notes/files, no longer have to waste physical space in the office with old paper files.
