Sales: 800.875.6033 | Tech Support: 800.820.1665 | Fax: 574.287.9958

Insurance Management Solutions (IMS) by Xanatek

A powerful, innovative and affordable system that offers comprehensive agency management, document imaging capabilities, ACORD, Real Time, carrier downloads for policy and commission, and so much more!

  • Designed by insurance agents

    Designed by insurance agents.

    Designed by insurance agents, for insurance agents.  Relevant to you!

    Improved Customer Service

    Improved Customer Service.

    After all, the customer is the bottom line.

    Increased Sales

    Increased Sales.

    An office that communicates well leads to greater productivity and increased customer satisfaction.

  • ACORD

    ACORD.

    Xanatek is a partner in the insurance industry!

    Elimination of Paper Storage

    Elimination of Paper Storage.

    We offer a green solution for the 21st century.

    Real Time

    Real Time.

    Transformation Station is a direct link between IMS and the carrier in real time.

IMS Features

Client and Prospect Management

Client and Prospect Management

Client and Prospect Management

IMS contains a powerful database that allows everyone on the network to access client files quickly and efficiently. Notes, Polices, Tasks, Invoices, Receipts, Document Imaging, Letter Merge, File Attachment, Outlook Email Integration, Reporting, and many other features increase your workflow and reduce your Errors and Omissions exposure.

ACORD™ Support

ACORD Forms

ACORD™ Forms

We have an integrated module that provides access to all necessary industry forms, including state specific forms and we also offer many forms completely filled out from download. Acord Forms pull information from the Client Database and allow users to save template information for their clients. A holder list for certificates is available in a single function and those certificates can be printed to all holders.

eMessaging and eDocuments by ACORD™ are supported by IMS – If your carriers send you messages or documents, IMS can easily help you manage them.

Transformation Station™ / Real Time

Transformation Station

Transformation Station™ / Real Time

Link directly to your carriers that support Real Time from IMS. Please click here for more information.

Downloads

Downloads - Policy, Carrier, Commission and Activity Notes

Downloads – Policy, Carrier, Commission and Activity Notes

This convenient system puts current client information at your fingertips. It updates client files quickly and efficiently on a daily basis, and eliminates much of the tedious data entry. To access the downloads page, please click here.

High Volume and Long-Term Document Imaging

High Volume and Long-Term Document Imaging

High Volume and Long-Term Document Imaging

If you haven’t done so already, now is the time to go paperless in your office. Document imaging along with our ‘print to image’ functionality makes this process a breeze. Access to these files is allowed by user name. Information is date, time, and name stamped for security.

Notes

Notes

Notes

Keep track of specific information for every contact, including phone calls, meetings, follow-ups, product information, etc. Notes are automatically date, time and name stamped. They are a permanent record and can only be appended with new information. Great for E&O back-up!

Policy Information

Policy Information

Policy Information

Individual policy details can be stored for each client. You can view a total account summary on one screen with information such as company name, policy number and type, policy period, policy codes and termination status. An advanced view provides the complete policy detail.

Office Scheduling and Task List Capability

Office Scheduling and Task List Capability

Office Scheduling and Task List Capability

The IMS scheduler is a multi-user contact manager. You can assign client and prospect information to the scheduler and information can be transferred to either the Client or Prospect Databases for long-term storage. By placing all task information in one convenient location, it offers improved scheduling, time management and inter-office communication.

Prospect Management

Prospect Management

Prospect Management

IMS provides an efficient way to enter and store the same information in the Client and Contact sections for potential clients. A Notes section allows you to enter and maintain free-form notes about phone calls, follow-ups and meetings for each prospective client. You can also generate marketing letters and create follow-up reminders.

Reports

Reports

Reports

This section allows you to do mass mailings, labels, letters and much more. You can create your own marketing materials and merge them with the Reporting function to make mailings simple, efficient and economical. A simple interface will allow you to do a mailing to your customer list without creating duplicates.

Raters

Raters

Raters

IMS integrates with many comparative raters. Integration reduces duplicate data entry and provides a fast easy method to get multiple quotes. Please click here to view our list of comparative raters.

The Instant Message

The Instant Message

The Instant Message

This feature is just like many other popular instant messengers. You can send instant messages to anyone else on the system. This list is limited to the IMS users only. Users are not able to chat with friends outside of the network throughout the day.

Our Testimonial

  • We have had IMS since 2009 and could not be happier. That was the best decision we have ever made. We do more and sell more with less staff and less aggravation and less stress. IMS is the backbone of our organization. I highly recommend IMS and I especially recommend it for new start ups. The sooner you sign up the better. At the office we often blurt out, “Thank God for IMS!”.

     

    Christopher J. Goebel, President
    Goebel Insurance Agency, Inc.
    Philadelphia, PA

    Christopher GoebelChristopher Goebel
    Goebel Insurance Agency, Inc.

  • Working with IMS is very simple. It’s very easy…I’m always impressed at how they can dial in and fix everything.

     

    Pete Eisert
    Eisert Insurance Service
    Sterling, VA

    Pete EisertPete Eisert
    Eisert Insurance Service

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    Click here to Hear More Comments from Pete
  • The personnel that I dealt with when converting really took ownership and I felt comfortable when I spoke with them.

     

    Joon Kim
    Vision Insurance Services, Inc.
    Fairfax, VA

    Joon KimJoon Kim
    Vision Insurance Services, Inc.

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    Click here to Hear More Comments from Joon
  • Our agency has been an IMS client for over 15 years. My friends who are on other “BIG” systems can’t believe that IMS offers a full management system at the price we pay. It is time for fellow agencies to pay attention to the fact that Big is not Better! We have amazing customer support, training included for new staff, features that are quick and efficient and a partner that we can rely on.

     

    John Ruch
    Westover Bon Air Insurance
    Richmond VA

    John RuchJohn Ruch
    Westover Bon Air Insurance

  • I would definitely recommend Xanatek to anyone in our business. I think it is an outstanding company to work with and it is certainly the best I have heard of in the agency management system operation.

    Charlie McCabeCharlie McCabe
    McCabe Insurance Associates Inc.

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  • The software is very reliable…it helps you to standardize your way of doing things.

    Laurie LewisLaurie Lewis
    Insurance First

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  • EVERY single person at Xanatek, during every single call we have made since Thanksgiving, has been SO pleasant AND knowledgeable.
    After 14 years on the same system, any change/conversion would be stressful to any agency, but it is such a relief to work with a company like yours that “GETS IT”. And especially during your own stress with the building issues!

    We are all thrilled to be working with Xanatek now and for the rest of our insurance careers! Thanks!

    Bruce Whiting, President
    Whiting Insurance Agency
    Glenmont, NY

    Bruce WhitingBruce Whiting
    Whiting Insurance Agency

  • I am a new client to Xanatek. Over the years I have used both Eclipse and Doris management systems. I wanted to let you know that not only is IMS a superior product but your staff is outstanding! Among your outstanding staff, Dawn Hicks stands out. Both factors proving to me that I made the right choice with Xanatek.

    Sue Traxler
    Traxler Insurance Agency
    Fort Wayne, IN

    Sue TraxlerSue Traxler
    Traxler Insurance Agency

  • Since we moved to Xanatek, our entire staff loves the freedom we have in calling support. We receive immediate and friendly service, there is no hesitation as we know we will be met with great people that will answer our questions with professional and friendly service. We could not be happier with our choice of automation partners.

     

    Mike Williams
    Gladwell Insurance Agency Inc.
    North Carolina

    Mike WilliamsMike Williams
    Gladwell Insurance Agency Inc.

  • IMS has enabled Great Lakes Insurance Associates to manage our information for the last 14+ years. It continues to enhance our customer service. As more and more of the companies we represent create their automation systems, IMS will continue to be the backbone of our client information system. Regardless of what is developed in the industry, you will always need to manage your agency data. IMS has continuously updated their software as we suggest new ideas.
    Whether you are a large or small agency, IMS becomes a complete center for all of your client information, (i.e., document storage, e-mail note storage, photos, etc.). There is no better way to have your files documented in case of potential E & O cases. All the data is time and date stamped.

     

    Pete Zaphiris
    Great Lakes Insurance
    Erie, PA

    Pete ZaphirisPete Zaphiris
    Great Lakes Insurance

  • Its a wonderful program and easy to use. It helped us to get organized and rid of our file cabinets.

     

    Mari Patton
    Patton Insurance Agency
    Muncie, IN

    Mari PattonMari Patton
    Patton Insurance Agency

  • For an Agency Management System that will:

    • Be loved by your staff…
    • Rid your office of the paper chase…
    • Be easy for you to implement and maintain…

    Look no further than Xanateks Insurance Management Solutions (IMS).

     

    Jeff Ryan
    The Ryan Agency
    Hornell, NY

    Jeff RyanJeff Ryan
    The Ryan Agency

  • After using another costly system for years, it was a simple transition to IMS.  Xanatek is extremely helpful and has saved us over 50 percent in cost. The customer service is always available and interested in your ideas for improving their already great system. I would recommend this system to anyone interested in a complete, user friendly and cost effective agency management system whether they have one now or not.

     

    Angie Surra CISR, CLTC, CIC
    St. Marys Insurance Agency Inc.
    St. Marys, PA

    Angie SurraAngie Surra
    St. Marys Insurance Agency Inc.

  • Xanatek has done a wonderful job for our agency. We have used their IMS agency management system for over 10 years without any problems. When it comes to managing your information, paper and appointments, as well as running your agency, I would highly recommend Xanatek as your vendor.

     

    Mike Peterson
    Peterson Insurance
    South Bend, IN

    Mike PetersonMike Peterson
    Peterson Insurance

  • Wow, well thank you very much.
    IMS is closer to perfect than any product that I’ve ever used! The support of IMS is second to none. Any software questions are always answered in a professional, competent and friendly way. We love yall at Xanatek! Thank you for such a great product and for the opportunity to play and win with the IMS Trivia Game!!!

     

    Lynda Evans
    Hinkle Insurance
    Lancaster, PA

    Lynda EvansLynda Evans
    Hinkle Insurance

  • 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!

     

    Scott Latham
    McCartin Insurance, Inc.
    College Park, MD

    Scott LathamScott Latham
    McCartin Insurance, Inc.

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  • The IMS system has helped me automate my agency to the point that it has actually reduced my expenses — thus, increasing my bottom line! So, whats not to LOVE about that? Not to mention their service people are quick, helpful, and just plain nice. Great job Xanatek! A happy client since 2001.

     

    Sherie Lake
    Lake Insurance, Inc.
    McConnellsburg, PA

    Sherie LakeSherie Lake
    Lake Insurance, Inc.

  • Your tech people are the best thing since they canned beer!

    Bryce Williams
    Bryce Williams Agency
    Raleigh, NC

    Bryce WilliamsBryce Williams
    Bryce Williams Agency

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