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Xanatek – Insurance Management Solutions (IMS)

  • 4.944.944.944.944.94
  • 4.944.944.944.944.94
  • 4.884.884.884.884.88
  • 4.94.94.94.94.9

Insurance Management Solutions (IMS)-a powerful and affordable, innovative system that offers comprehensive agency management including Client and Prospect management, Scheduling, Document Imaging, ACORD, Commission downloads, Transformation Station, and so much more! You can move to the next level in agency automation by adding the Call Center. The Call Center is a powerful call tracking and reporting system that utilizes your existing phone equipment and links it with IMS.  Designed for agents that have 1 to 50 users that want the power without the big price tag!

Contact Information:

800-875-6033

www.xanatek.com

60 Customer Reviews

  • The program is easy to maintain and use. Our agency has been using for many years and would recommend.. We have had our peers contact us and ask our opinions.

  • Switching to Xanatek and IMS 2 years ago has proven to be the BEST business decision I have made in my 28 insurance year career. I had previously been with a large management system company since 1995, paid a kings ransom in monthly fees, was not thrilled with the system (attaching one email took well over a minute) and loathed having to contact their customer “service”. Sure, we feared something new and yes we were leery re data conversion. But the conversion was painless, Xanatek service is AWESOME and their IMS system has truly transformed the way we do business. My only regret is that we did not discover Xanatek sooner! Thank you!

  • Xanatek IMS took my agency to a next level. I’m 100% paperless, my workflow is efficiency and I’m always a step ahead on the follow up or any issues with a customer. Tech support is fantastic truly, you call they answer, no talking to robots! They connect to your computer right away, always willing to go a step ahead with you. IMS4 has such a good structure, and Xanatek is making it better every day. They listen and apply every agent feedback and you can see results on each update they release. Great price, great support, great system. Should I say more?

  • Overall Rating55555
    Customer Service55555
    Ease of Use55555
    Value for price55555

    I am an Erie Agent and have other carriers such as Progressive, Ohio Mutual, Grange and Safeco. We receive our downloads from Erie, TeamUp, and Ivans. I am using IMS 4.0 which is hosted on my server. IMS 4.0 is the 3rd AMS we have used and is by far the best! The system is simple and the tech support is WONDERFUL! IMS 4 integrates all of our policy and commission downloads. The functionality of the daily management is simple to use. The ACORD library is vast, the diary is thorough. I have not found a better system especially for the price. Well done Xanatek!

  • Also questioning the credibility of these reviews…seems unrealistic ??? anyone use this system recently?

  • Fourty Seven reviews in one week, and six in the over three years since. Sounds pretty unrealistic, Mr. Sheppard…

  • I am Brent Sheppard and the President of Xanatek. In response to Mr Williams January 4th, 2015 post: Every single one of the reviews are by agents who use our system. I would be happy to provide contact information for them. Feel free to contact our office at 800-875-6033.

  • All of the above 5-star reviews are fake. No company on earth gets 100% positive reviews. They have been planted by a Xanatek employee or freelance contractors under fake names. This is pure SPAM and this website by Steve Anderson has now lost all credibility.

  • Overall Rating55555
    Customer Service55555
    Ease of Use55555
    Value for price55555

    I absolutely love Xanatek’s IMS system. It is extremely easy to use and when I can’t figure something out, the staff is always willing to help. The customer service is amazing, efficient, and they are always courteous. Thanks For everything Brent and keep up the great work!

  • Overall Rating55555
    Customer Service55555
    Ease of Use55555
    Value for price55555

    My overall rating of your product is outstanding, my overall rating of your customer service and ease of use is even better than outstanding! I pride myself and my agency on customer service and this is the first company I consider a equal. Your staff is very knowledgeable, courteous and friendly. I would recommend this software to anyone and have without any hesitation. The only thing I would change, is that I would have signed up earlier. Its like having an extra staff person from a time saving and documentation standpoint.

  • Our Agency has been using IMS since 2000 and I cannot imagine running our Agency without IMS. There are almost never any problems, and if there are problems, they are fixed immediately.

    As far as the customer service, I think many companies could emulate Xanatek. You always get immediate, cheerful service and the technicians are all very knowledgeable, and communicate well. If they do not know the answer, it appears they have easy, instant access to someone who does.

    The other thing I really like is their willingness to help with special reports we may need. Although this does not happen very often, they always say YES and, again, it is done promptly.

    I cannot wait to see IMS4!

    Thanks to all of you for the great job you do! I am one of your biggest fans!

  • Overall Rating55555
    Customer Service55555
    Ease of Use55555
    Value for price55555

    This software is as good as the people developing and supporting it, and Xanatek is the best. Our agency chose IMS about 5 years ago, and we’ve never looked back. I’ve recommended IMS to many other agencies.

  • Overall Rating55555
    Customer Service55555
    Ease of Use55555
    Value for price55555

    Anytime I have ever called up there for tech support-which is few and far between due to how well the program is put together-I have always had a pleasant experience with the support person. Everyones professionalism, personable nature and knowledge has been so beneficial to me, as well as the agency. This is a great crew and a great product, and I would recommend it to anybody!

  • Overall Rating55555
    Customer Service55555
    Ease of Use55555
    Value for priceNot Rated

    IMS is very easy to use and if there is ever a question the staff at Xanatek is always helpful and friendly.

  • Overall Rating55555
    Customer Service55555
    Ease of Use55555
    Value for price55555

    We’ve used IMS for a little over 2 years and are so organized we can’t hardly stand it! It has become an integral part of our office and work flow. Customer service is not only efficient and helpful, the people who answer the phone talk to you like you’re an individual. We never dread giving them a call. Our problems are always addressed quickly. We recommend them gladly!

  • We had been with AMS for years. Since moving to IMS, MY productivity has skyrocketed. This system is very intuitive. If a concern arises, they are only a phone call away. And when they answer the phone, I’m happy to hear fluent English instead of broken English.

  • Overall Rating55555
    Customer Service55555
    Ease of Use55555
    Value for price55555

    A great tool for any successful insurance agency. Easy to use and easy to navigate! We would recommend this management system to other insurance professionals. You will be extremely happy you made the investment!

  • Overall Rating55555
    Customer Service55555
    Ease of Use55555
    Value for price55555

    Extremely user friendly. Services our office needs and keeps our notes organized. Helps with consistency with input for all users in the office. Especially love the scanning ability with Zan! If we do have to call for assitance our calls are answered by a representative and handling quickly and efficiently.

  • Xanatek has great customer service. Their system is easy to use so customer service calls are minimal. But when I do call, I get a live person right away and problem solving is fast

  • Easy system to use. On the rare occasion we need assistance the support staff is quick and responsive. I think it’s the best agency management system available.

  • It is always a pleasure to call Xanatak for support. Their staff is always so friendly and knowlegeable. They work to resolve problems in a timely manner.

  • We have been using Xanatek for over 15 years. Using their agency management system frees up time for the staff to focus on customer service and sales activity rather than managing paper. Brent and his staff are always helpful and responsive.

  • We have been on IMS for 7 years. One of the best moves we ever made.The system is very user friendly . The customer servivce and tech support are the best of any other company the we deal with.

  • Overall Rating55555
    Customer Service55555
    Ease of Use55555
    Value for price55555

    We inherited IMS through and agency acquisition. What a GREAT addition to our agency. The system is vey easy to use and saves time when submitting quotes to numerous companies. (We have tried other management systems in the past). We use the scheduler and to-do’s on a daily basis. Soooo glad to be rid of the paper files. Tech support is right on top of things and always goes above and beyond when you need help. We have and would recommend this to any insurance agency out there looking to go paperless!!!!!

  • The agency has been using IMS for about 4 years, myself for 1. It’s one of the easiest programs to learn, it’s incredibly efficient and technical support is fantastic.

  • We have been on IMS for 6 year. Best move we ever made. Had other system before and IMS is far more user friendly. So much easier to use than prior system that it was scary. Love It. Would never change.

  • Overall Rating55555
    Customer Service55555
    Ease of Use55555
    Value for price55555

    Started using IMS June 2003; best tech support in industry. Fast, professional, knowledgeable and friendly. Their document imaging is excellent and easy to use just like the rest of their sywstem. IMS has helped our agency manage business and communication on a cost effective basis. Looked at other systems, but IMS has been our choice because of the value. I have recommended IMS to many other agents, and they too are satisfied.

  • Overall Rating55555
    Customer Service55555
    Ease of Use55555
    Value for price55555

    We would not be able to run our independent agency without Xanatek’s IMS system. It is truly the glue that holds it all together and keeps us organized. I have personally tested the IT department to the max, and they have been the most responsive group I’ve ever had the pleasure to deal with! In addition, this system is very intuitive and has capabilities that I have yet to tap into. I highly recommend Xanatek to anyone considering a management system!

  • Overall Rating55555
    Customer Service55555
    Ease of Use55555
    Value for price55555

    Easy to use system at a very affordable price. Customer service and IT support are phenomenal!

  • Overall Rating55555
    Customer Service55555
    Ease of Use55555
    Value for price55555

    IMS is a GREAT product! I love how easy it is to use and navigate! I love how it is a guaranteed back-up. If there were to ever be a fire, we would lose everything. Since using IMS that fear is gone! I highly recommend using Xanatek’s IMS system. Their customer service is the absolute best as well! Couldn’t be happier with this product!!!!!

  • Overall Rating55555
    Customer Service55555
    Ease of Use55555
    Value for price55555

    Love it! Customer service is always wonderful. They always are helpful and friendly! It is easy to use, and I love the download ability and especially the new commission downloads. Thanks for everything.

  • Overall Rating55555
    Customer Service55555
    Ease of Use55555
    Value for price55555

    We’ve been using IMS for 5 years now and I’ve told many of my peers that if they don’t have IMS they are wasting money and manpower. This system will eliminate at lease one part time file clerk if not more. It is very simple and reliable but when there is a problem or question you can count on a qualified person to answer the phone and take care of it immediately, every time. I cannot praise Brent and his team enough for putting together a great product at a great price.

  • We had an agency management system that didn’t fit the needs of our size agency. Xanatex and the IMS system fit us perfectly. The product itself, the service, and the sales staff have been just what we needed at Rayls Insurance to transition into a paperless agency. I have recommended and will continue, because the value that the agency receives cannot be matched with another comany. The technical support is second to none.

  • I have had IMS for over a year and the service is better than any company that I have ever delt with. They are awesome…

  • We have had IMS since June of 2007. IMS is the best bang for the buck. Tech support is without question outstanding. Everyone resists change, but once you try IMS you wonder how you operated without it.

  • Overall Rating55555
    Customer Service55555
    Ease of Use55555
    Value for price55555

    Love the features and how easy it is to use. Takes some getting used to, but it works WONDERS in keeping my office organized and on top of everything. Love how its helping us go paperless and tech support has been awesome! Xanatek has a great staff–keep it up!

  • Overall Rating33333
    Customer Service33333
    Ease of Use22222
    Value for price22222

    Product needs to be updated to fit todays standards and needs. Images are graining at best. Acords open slowly and the edit fields do not allow for copy/paste option which is very time consuming.
    Help manual needs to be updated with more instructions for agency users.

  • Overall Rating55555
    Customer Service55555
    Ease of Use55555
    Value for price55555

    Our agency loves the customer service! Always available and quick to assist us with any issue we have. I highly recommend Xanatek to anyone looking for a user friendly agency management system.

  • Overall Rating55555
    Customer Service55555
    Ease of Use55555
    Value for price55555

    Our agency has used Xanatek IMS for over 10 years now and it has been a great system. Easy to use and reliability are two things that come to mind when describing IMS. The support from Brian and the rest of the staff is outstanding.
    If you are looking for a simple and affordable Agency Management solution that will also allow you to take your agency into the “paperless” realm, look no further than Xanatek IMS.

  • We have been using Xanatek/IMS system since 2006! I have used other systems but this is by far the easiest program to use. And although there are few times that we have to contact the support staff, ALL of the employees are very knowledgeable and friendly. The person who answers the phone always solves the problem. No callbacks, no transferring, no waiting!!!

  • Overall Rating55555
    Customer Service55555
    Ease of Use55555
    Value for price55555

    Switched from Applied to Xanatek over a year ago. Our only question was what took us so long! Xanatek is easy to learn and performs well. If customer service is needed, they are prompt, courteus and knowledgable.

  • Overall Rating55555
    Customer Service55555
    Ease of Use55555
    Value for price55555

    I LOVE IT! SO EASY TO NAVIGATE.

  • I have been a user of Xanatek for many years now and would like to say how happy I am with the program and site. The time I need assistance with any questions, the Xanatek tech support people are there to assist me with all problems I may have because of questions. I have never had an incident with the program not operating properly and if I did I know the Xanatek staff would be there to assist me. I highly recommend.

  • Overall Rating55555
    Customer Service55555
    Ease of Use55555
    Value for price55555

    We have used IMS for over 10 years here at the agency. It’s been a great tool for many agency initiatives such as agent notes and going paperless. When we have questions or concerns Xanatek is always available for quick and reliable responses. We would certainly recommend any independent agency use IMS as their agency management system.

  • My agency has been using Xanatek for at least 6 years and it has been great. The technicians are very helpful and friendly. Most of all the cost is very affordable for my budget. Would never consider changing to another agency management system.

  • Overall Rating55555
    Customer Service55555
    Ease of Use55555
    Value for price55555

    We have been using Xanatek’s IMS since 2002 and it has been one of the best decisions we have ever made. Gone are the file cabinets clogging up the office, and confusion of whos paper file was on whos desk when a customer calls in.

    Having a paperless filing system has made us more effecient, but having our all our customer infomation and demographics in one place in the IMS database makes targeted marketing to our list a breeze.

    Even after 10 years The customer service at Xanatek has never dissapointed. They are quick to pick up the phone and you will always talk to someone very knowledgable, many times the actual individuals that work directly on the software. And they are excellent at taking customer reccomendations and impletmenting them as features.

    There May be more powerful Management systems out there, but at the price for value provided, Xanatek cannot be beat. It is perfect for a smaller agency startign out or a larger one that needs more sophisticated features that can be added, such as Accord downloads, Realtime integration(we personally dont use this) , and we recently added callcenter which makes proper call documentation a snap.

    Ims Is a great product, made by great people, and they will treat you well. Our experience with them has been fantastic.

  • Overall Rating55555
    Customer Service55555
    Ease of Use55555
    Value for price55555

    The interface is wonderful especially compared to many of the other management systems out there that feel like they were made 20 years ago. The price really cannot be beat.

  • We started with IMS in Maerch 2007 with the idea of going paperless. I did not feel my old management system was doing the job. We are now paperless 90%. Old school habits may still be in the way.
    The main item is the managemant system is very functional, easy to learn, & I still learn new things I can do with it today.

    I have not heard of a Management system that can be as good & affordable.

  • This system is great, very easy to use. The best customer support I have had from any agency management system company.

  • Overall Rating55555
    Customer Service55555
    Ease of Use55555
    Value for price55555

    We having being using Xanatek for close to seven years now, I can’t even begin to explain how awesome this company really is. The offer the total business solution and should be used be all businesses no matter small or big. They have best customer service reps ever. I mean ever. They know everything and know how to handle any problem. Xanatek is always innovating which shows their commitment to its clients. This is the ultimate company with the ultimate package.

  • Overall Rating55555
    Customer Service55555
    Ease of Use55555
    Value for price55555

    We’ve been using Xanatek IMS for about 2 years now. Being a small 3-user agenecy and having come from AMS Prime we have been thrilled with IMS in our agency. The scanning feature has been fantastic – we’ve not created a new paper file for over 2 years and are about halfway done with coverting all of our old files to e-files now within IMS’s ScanCenter. We do not use the Call Center at this time so I can’t comment on it. The support system at Xanatek is the best I’ve ever experienced. We’ve used both DORIS and AMS Prime in the past and wouldn’t ever consider going back after using IMS.

  • Great company to work with, their responsiveness and service are second to NONE. Every time we call for help the person who answers the phone can help us on the spot, no tickets to set up, no waiting for a call back from a drone reading a script. These guys know what they are doing. We love IMS from Xanatek. The bookeeping is a little light but not our biggest problem and scheduled to be upgraded soon. The imaging is integrated and outstanding. Get away from the big guys and call Xanatek. You won’t be sorry. Best move we ever made.

  • My overall rating of your product is outstanding, my overall rating of your customer service and ease of use is also outstanding! The program just works ALL of the time! It’s about as near perfect a program that I ever used. Your staff is very knowledgeable, courteous and reliable 100% of the time. I would recommend this software to anyone without a single hesitatation. Kudos Xanatek!!! (Microsoft could take lessons from you guys!!!

  • Very good system for a small to mid sized agency. Very easy to use, with great customer support. All in all, an easy transistion to go completely paperless.

  • Overall Rating55555
    Customer Service55555
    Ease of Use55555
    Value for priceNot Rated

    Great program! Makes our lives ALOT easier & when notes are done correctly anyone in the office can tell what’s going on with client/prospect.

  • Overall Rating55555
    Customer Service55555
    Ease of Use55555
    Value for price55555

    We made a switch to Xanatek, and have never looked back. Easy to use, intuitive, funcitonal and streamlined are just a few of the adjectives I use to describe their system. And costs less than other systems we had looked at before too!

  • Overall Rating55555
    Customer Service55555
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    Value for price55555

    Program features and customer support are excellent.

  • Overall Rating55555
    Customer Service55555
    Ease of Use55555
    Value for priceNot Rated

    Fantastic company! Xanatek is exactly what you want in a company that you do business with. Professional, prompt attention and GREAT customer service. They have a wonderful product and fantastic people working for them. I would (and have) recommend them to anyone who is in the market for a agency management system.

  • Overall Rating55555
    Customer Service55555
    Ease of Use44444
    Value for price55555

    IMS is a great system for our office; it’s helped us work towards going totally paperless and we have had little to no problems in the almost six months that we have been using it. The Tech Support department is fabulous and always answers all of my questions. Couldn’t recommend it more!

  • Overall Rating55555
    Customer Service55555
    Ease of Use55555
    Value for price55555

    Love how easy and userfriendly IMS is! Makes our job much easier, and we stay organized.

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© Copyright 2017 by Steve Anderson