Who Uses This Software?

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


Average Ratings

10 Reviews
  • 4.5 / 5
    Overall
  • 4.5 / 5
    Ease of Use
  • 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.

Capterra-loader

I Love IMS! It's the best way to organize an otherwise chaotic influx of data.

Feb 08, 2018
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: What I like most about IMS is that it allows customizable organization. Xanatek has also done well to integrate this software into other programs.

Cons: There isn't much negative to say about this software. If I had to be picky I would note that there are occasionally small buttons that aren't actually clickable and hence you can't input certain data you would otherwise want to. This is very rare and only occurs when I attempt to input a client's website.

Overall: I benefit from being able to make notes for clients that are time stamped, inputting all client data into customized folders, and keeping organized files and data that would otherwise be very difficult to organize.

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
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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.

Our company has been very satisfied with Xanatek's overall support

Apr 10, 2018
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: The software is easy to use and the database enables our office to be on the same page. The features of notes and ability to attach documents is very helpful. It is our "go to" location for our client information.

Cons: We would appreciate having the ability to set font size in the notes section as a default. Very rarely, we have a .pdf that is too large and comes into system blank, so we need to manually scan in to have it correctly attach in the file.

Overall: Streamlines ease of work by having one place to review notes and history of client interactions.

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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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!

Capterra-loader

Everyone is very friendly and helpful every time I call. The system is easy to use and much easier

Dec 07, 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: Very user friendly! And technical support is always very helpful with any question, no matter how many times you ask it!

Cons: Their note taking system is fantastic except I wish it would pull up a little faster to begin note taking when a call comes in.

Overall: We have been able to go paperless with this product!

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!!!!

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

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!

Capterra-loader

A user-friendly and affordable option for insurance agency automation

Aug 09, 2018
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: We appreciate that the program has regularly been updated over the years to keep up with the latest technological developments, including successful integration into other programs. It offers features like prospecting, scheduling, commission downloads, carrier download, document imaging (scanning), web forms, etc. The methods of organization are customizable.
They are very responsive to any customer concerns and have always showed professionalism in handling us whenever we felt the need to call (which was rare).

Cons: Just some minor issues with the layout, but I¿m happy to note that the company is eager to hear customer feedback and use it to continuous improve their product.