Xanatek
Insurance Agency Management System.
Overview
Xanatek offers the Insurance Management Solutions (IMS) agency management system, available as both a desktop and a cloud-hosted solution. It provides tools for policy management, customer relationship management, document imaging, and reporting. Xanatek focuses on providing a powerful and user-friendly system with a strong emphasis on customer support and data ownership.
✨ Key Features
- Policy Management
- Customer Relationship Management (CRM)
- Document Imaging & Management
- ACORD Forms
- Commission Tracking
- Reporting
- Carrier Downloads
🎯 Use Cases (4)
✅ Best For
- A core agency management system for small to mid-sized independent P&C agencies.
💡 Check With Vendor
Verify these considerations match your specific requirements:
- Agencies looking for a modern, fully browser-based UI and extensive marketing automation features.
💻 Platforms
✅ Offline Mode Available
🔌 Integrations
🛟 Support Options
- ✓ Email Support
- ✓ Phone Support
💰 Pricing
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