# Xanatek Connect Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about Xanatek Connect Software - reviews, pricing plans, popular comparisons to other Insurance products and more. Source: https://www.capterra.com/p/50219/IMS-I --- # Xanatek Connect Software Review 2026: Features, Integrations, Pros & Cons Last updated on March 13, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. Independent research methodology Capterra’s researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. [Learn more](https://www.capterra.com/resources/proprietary-data-research/) How Capterra verifies reviews Capterra carefully verified over 2.5 million+ reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI. [Learn more](https://www.capterra.com/resources/how-we-verify-reviews/) How Capterra ensures transparency Capterra lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Capterra is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider’s website. [Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/) [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[Features](#features)[Pricing](#pricing)[Support](#support)[Reviews](#reviews) Xanatek Connect ## What is Xanatek Connect? Xanatek is insurance agency management software providing cloud-based solutions to help insurance agencies grow. The software offers an intuitive interface with features like document signing, real-time rating, and automated marketing to streamline agency operations. Unlimited training and support aim to maximize value for users. ## What is Xanatek Connect used for? [Insurance](https://www.capterra.com/insurance-agency-software/) Top alternative Featured Overall rating Based on 14 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price $795 Per User, One Time Free trial not available Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Xanatek Connect?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=http://www.xanatek.com&name=Xanatek Connect) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Xanatek Connect 4.6 (14) VS. [4.7 (56)](https://www.capterra.com/p/225457/Anagram/reviews/) Starting Price $795 Per User, One Time Starting Price $27 Flat Rate, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.6 (14) Ease Of Use 4.6 (56) Value For Money 5.0 (11) Value For Money 4.6 (48) Customer Service 4.8 (14) Customer Service 4.7 (54) ## Xanatek Connect alternatives [4.7 (283)](https://www.capterra.com/p/119068/Jenesis-Software/reviews/) Starting price $70.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 98% of reviewers rated it above 4 stars [4.7 (11)](https://www.capterra.com/p/21759/Cloud-Claims/reviews/) Starting price $2500.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars [3.7 (73)](https://www.capterra.com/p/102928/EZLynx/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 62% of reviewers rated it above 4 stars Highest Rated [4.9 (79)](https://www.capterra.com/p/166909/A1-Tracker/reviews/) Starting price $200.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars [View all alternatives](https://www.capterra.com/p/50219/IMS-I/alternatives/) ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. Insurance Policy Management 5.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Create, administer and manage insurance policies for various customers and insurance lines Claims Management Process of submitting and following up on claims with insurance companies Commission Management Tracking, calculating, and paying commissions and earnings to employees Contact Management Manage, organize, and store contact information Document Management Store, manage, and track all electronic documents in a centralized location Document Storage Store and organize documents in a centralized system Xanatek Connect 7 features Process of submitting and following up on claims with insurance companies Tracking, calculating, and paying commissions and earnings to employees Manage, organize, and store contact information Store, manage, and track all electronic documents in a centralized location Store and organize documents in a centralized system Create, administer and manage insurance policies for various customers and insurance lines Generate quotes or estimates for customers Get Advice We can help you find the software with the features you need. Features 4.7 (11) 4.7 Based on 11 reviews ## Pricing Value for money 5.0 (11) Basic $795.00 Per User,One Time Value for money 5.0 (11) 5.0 Based on 11 reviews Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 4.8 (14) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.8 (14) 4.8 Based on 14 reviews ## User reviews Overall rating 4.6 Based on 14 reviews Filter by rating 5(12) 4(1) 3(0) 2(0) 1(1) Mentioned topic Sorted by most recent Brittany B. Licensed Customer Service Representative Insurance ### "Great agency management system" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 August 31, 2021 We are solving multiple problems of easy of access to a customer's policy. Their support system if something is wrong is so easy. They are always available when the error message pops up :) Pros The accessibility of being able to see all of our clients ion one platform, that is very easy to use! Cons The only thing I dislike about it, are the error messages that we get when we drag and drop an email from Outlook into Xanatek but that isn't on Xanatek - it's Outlook. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor September 2, 2021 Brittany, We are so glad to hear you're enjoying our easy to use system for managing your client's data! With Xanatek Connect, our 100% browser-based system, we have setup the Outlook email sync for 2-way email communication. Give us a call or email your sales representative if you haven't already signed up to access Connect. This will eliminate the need to drag and drop emails into the system. We look forward to helping you get the most from your Xanatek system! GF Gretchen F. CSR Insurance ### "Management Systems" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 July 9, 2020 Cant say enough good things about this system and how fast we learned how to use it. Pros So easy to use, you can correct your mistakes, merge duplicate clients together. We can also text clients Cons Not all the information for a Binder comes over and we have to input the information. Takes a little more time Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor July 21, 2020 Thanks for the review! TK Trevor K. Operations Mgr/Producer Insurance ### "GREAT PRODUCT!" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 October 9, 2018 Our customer support rep was a huge factor in us going with Xanatek. She presented the program and its usefulness to us as we were on the same level. The program worked better than what we were using, Instar, and she showed us how we could be more efficient using it. We have seen some improvements since we purchased it and we are seeing more coming. They listen to the people using it and work to make it even better. The Accounting has been great and easy to use. Reports are detailed and the price was even better. They have offered numerous amounts of training, as well as when we did the switch, which they got all our information and clients moved with no hiccups. Downloads have been great and now getting downloads from commercial vendors is even better! I cant say enough good about Xanatek and their team! Pros I like that they moved all old files from old system to the new system and everything was there!!! The ease of use has been great even for the old timers! ;) Soooo much more can be done with this compared to our old system. Cons I haven't found a true con yet...If I were to pick something it would be that, I don't have enough time to do more with it and use it to its fullest potential. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. GN Gary N. President Insurance ### "IMS / XANATEC FOR INSURANCE" 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 August 21, 2018 SUPPORT HAS BEEN VERY GOOD .. THEY PROVIDE AN EXCELLENT PRODUCT AT A VERY MANAGEABLE COST Pros The product is one of the most competitive programs in our industry that still provides excellent service and functionality Cons Technology is a necessary evil in our industry :) Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Response from Vendor August 24, 2018 Thank you for your find words and review! Rufina B. Insurance Agent Insurance ### "A user-friendly and affordable option for insurance agency automation " 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 August 9, 2018 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. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. SG Stephen G. Owner Insurance ### "Our company has been very satisfied with Xanatek's overall support " 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 April 10, 2018 Streamlines ease of work by having one place to review notes and history of client interactions. 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. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Travis P. Independent Insurance Agent ### "I Love IMS! It's the best way to organize an otherwise chaotic influx of data." 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 February 8, 2018 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. 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. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Lori H. Office Manager/Licensed CSR ### "Everyone is very friendly and helpful every time I call. The system is easy to use and much easier " 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 December 7, 2017 We have been able to go paperless with this product! 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. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. LS Lee S. President Insurance ### "Excellent value; great tech support and realible" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 May 24, 2017 Agency automation, organization and great workflow. Pretty much paperless at this point. 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. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. KF Karen F. Agency Owner Insurance ### "Excellent company and extremely patient and great people to work with." 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 May 11, 2017 Makes managing my accounts simple! 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. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. [View all Reviews](https://www.capterra.com/p/50219/IMS-I/reviews/) Independent research methodology Capterra's researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. [Learn more](https://www.capterra.com/resources/proprietary-data-research/) How Capterra verifies reviews Capterra carefully verified over 2.5 million+ reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI. [Learn more](https://www.capterra.com/resources/how-we-verify-reviews/) How Capterra ensures transparency Capterra lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Capterra is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider's website. [Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/)