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Xanatek IMS Reviews & Product Details

Xanatek IMS Overview

What is Xanatek IMS?

Xanatek offers complete agency management, including industry standards ACORD Forms, eMessages, eDocs, downloads, as well as client and prospect management.

Xanatek IMS Details
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Product Description

Xanatek offers complete agency management, including industry standards ACORD Forms, eMessages, eDocs, downloads, as well as client and prospect management.


Seller Details
Seller
Xanatek
Year Founded
1994
HQ Location
South Bend, IN
Twitter
@xanatek
449 Twitter followers
LinkedIn® Page
www.linkedin.com
31 employees on LinkedIn®

Brent S.
BS
Overview Provided by:
President at Xanatek, Inc.

Recent Xanatek IMS Reviews

Allie M.
AM
Allie M.Small-Business (50 or fewer emp.)
5.0 out of 5
"Excellent "
Very easy to use and manage clients. The AL3 downloads are a lifesaver.
Courtney M.
CM
Courtney M.Small-Business (50 or fewer emp.)
5.0 out of 5
"Love IMS!"
So many features available. Simple to use, reliable, and legally stores data. Amazing for our business! Couldn't ask for anything more of this prog...
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2 Xanatek IMS Reviews

5.0 out of 5
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2 Xanatek IMS Reviews
5.0 out of 5
2 Xanatek IMS Reviews
5.0 out of 5
G2 reviews are authentic and verified.
Courtney M.
CM
Licensed Agent/Hiring Manager
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Seller invite
What do you like best about Xanatek IMS?

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. Review collected by and hosted on G2.com.

What do you dislike about Xanatek IMS?

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. Review collected by and hosted on G2.com.

What problems is Xanatek IMS solving and how is that benefiting you?

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. Review collected by and hosted on G2.com.

Allie M.
AM
Licensed Agent
Insurance
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
Business partner of the seller or seller's competitor, not included in G2 scores.
What do you like best about Xanatek IMS?

Very easy to use and manage clients. The AL3 downloads are a lifesaver. Review collected by and hosted on G2.com.

What do you dislike about Xanatek IMS?

Sometimes IMS takes a while to start up but other than that, there’s not anything I dislike about it. Review collected by and hosted on G2.com.

Recommendations to others considering Xanatek IMS:

Pay attention during the tutorials with Xanatek. Review collected by and hosted on G2.com.

What problems is Xanatek IMS solving and how is that benefiting you?

Easy organization of a clients information. Review collected by and hosted on G2.com.

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