Who Uses This Software?

Small to medium sized insurance agent looking for a friendly, easy-to-user, and affordable management system.


Average Ratings

6 Reviews
  • 4.5 / 5
    Overall
  • 4 / 5
    Ease of Use
  • 4.5 / 5
    Customer Service

Product Details

  • Starting Price
    $795.00/one-time
  • Deployment
    Cloud, SaaS, Web
    Installed - Windows
  • Training
    Documentation
    Webinars
    Live Online
  • Support
    Online
    Business Hours

Vendor Details

  • Xanatek
  • www.xanatek.com
  • Founded 1994
  • United States

About IMS I

Agency management Software including ACORD, Carrier Download, Real-Time, Commission Downloads, Document Imaging (Scanning), Scheduling, Email with Outlook, Prospecting, Call Center, Web Forms, and more!


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IMS I Features

  • Claims Management
  • Commission Management
  • Contact Management
  • Document Management
  • Insurance Rating
  • Policy Management
  • Quote Management

IMS I Reviews Recently Reviewed!

Excellent value; great tech support and realible

May 24, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: I've been a user for nearly 14 years and have been very satisfied. They've made excellent improvements over the years and have kept pace with the advancements in technology. Tech support is second to none. I get fast, professional service each time I call. Fortunately, I don't have to call very often. I truly believe that Xanatek is an excellent value for any agency wanting to become automated. Whether your a large or startup agency; you can't go wrong.

The technical help is excellent. I get fast, professional and friendly service each time I call. In addition, I think the service is still an excellent value. Thanks for a great system and professional service. Keep up the good work.

Overall: Agency automation, organization and great workflow. Pretty much paperless at this point.

Excellent company and extremely patient and great people to work with.

May 11, 2017
5/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Extremely
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Pros: Has everything I need. The forms and "zanning" capabilities are great. I love that the people never make you feel techno-ignorant, which many of us can be; always so willing to help!

Cons: I still think some "space" could be used more effectively, but I love that Xanatek is always asking for feedback and continues to improve their software.

Overall: Makes managing my accounts simple!

Mr

May 11, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: Your agency management system works great. It is exactly what we need, no more, no less. The big thing is that you are very responsive when we have questions or need help. We almost always get a live person and the issue is resolved immediately. We hardly ever call anymore but we still appreciate it. Great Product for a Great Price.

Overall: This has saved us countless labor hours. We used to have 4 full time employees and 1 part time employee. We have 3 full time employees and one is not licensed. We get more work done with less people. This means tangible $$$ savings. You every aspect of the program and it will pay for itself in no time.

A time saver and great management tool.

Jul 02, 2015
5/5
Overall
4 / 5
Ease of Use
5 / 5
Customer Support

Comments: This has been a great organizer for us. With everything at our finger tips it has saved time and let us grow with a smaller number of employees. It is also great that we can keep notes on all things going on in the agency to back up what we are doing. We have 5 locations and it has been great to be able to get to all files in any location I may be in.

Vendor Response

by Xanatek on July 10, 2015

Great!

IMS has been a terrific partner! We have used the system for 10 years (updates are seamless)

May 19, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: The interface is straight forward, and easy to implement.
Brent and his team are eager to help and solve any issues that may arise.
IMS has is able to add user and locations to accommodate our needs.
I am happy to speak with any prospective new agents to answer specifics.

Greg Aldridge
Aldridge Insurance
1323 N. Ironwood
South Bend, In. 46615
Phone 574-232-9999
Fax 574-232-8232
Cell 574-340-0809

Too Many Updates, too many unused areas.

Feb 04, 2015
1/5
Overall
1 / 5
Ease of Use
2 / 5
Customer Support

Comments: This software is the worst I have see. For over two years since the BIG update, the system has gone down hill. For over two years we have asked for credit balances to be added to the accounting, all we get is excuses. I mean come on, what do we do with credits once we get a return premium? Oh yea we keep a spreadsheet to share since the system can't handle it. And to get a renewal report or any report for that matter is a math equation?? Don't purchase this, it will make your life harder!!!!