Xanatek Connect 2026: Benefits, Features & Pricing

Wondering if Xanatek Connect is right for your organization?

Our Insurance Software selection experts can help you in 15 minutes or less.

On this page

Overview
Pricing and Plans
Features
User Reviews

Overview

Xanatek Connect

4.6

(14)

Pricing

Starting at $795.00 one time

About Xanatek Connect

IMS 4 is an on-premise and cloud-based solution that helps insurance agencies manage various administrative operations such as document storage, drip marketing, receipt generation and more. Professionals can store clients’ policy details in a centralized database, assign tasks to multiple staff members and streamline customer interactions via texts or email.

Agencies can access the file center to automatically link documents with notes, tasks, previous interactions and Association for Operations Research and Development (ACORD) forms. Managers can use IMS 4 to process invoices, create customizable dashboard reports and organize them according to user-defined categories and tags. Additionally, it lets insurers download renewal documents related to claims, policies or commissions and collect clients' signatures on official documents

IMS 4 offers integration with ActiveCampaign, which enables businesses to monitor the entire sales pipeline and implement strategies accordingly. Pricing is available on request and support is extended via phone, email and other online measures.

Xanatek Connect Screenshots

Xanatek Connect Pricing and Plans

Starting price: $795.00 one time

Free Trial

Free Version

Basic

$795.00

per user, one time

No plan information available

Confused about pricing? We've got you covered.

Get a personalized pricing breakdown tailored to your specific needs—no guesswork, no generic estimates.

Xanatek Connect Features

Popular features found in Insurance
Activity Tracking
Audit Trail
Contact Management
Document Management
Insurance Rating
Policy Management
Quotes/Estimates
Self Service Portal
Workflow Management
More features of Xanatek Connect
Claims Management
Commission Management
Document Storage
Insurance Policy Management

Xanatek Connect User Reviews

Overall Rating

4.6

Ratings Breakdown

86%

Secondary Ratings

Ease of Use

4.6

Value for money

5.0

Customer support

4.8

Functionality

4.7

Travis P.

Verified reviewer

Used daily for more than 2 years

Review source

Reviewed February 2018

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

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.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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.

Brittany B.

Verified reviewer

Insurance

2-10 employees

Used daily for less than 6 months

Review source

Reviewed August 2021

Great agency management system

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 :)

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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.

Vendor Response

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!

Replied September 2021

Amber P.

Used unspecified for unspecified

Review source

Reviewed February 2015

Too Many Updates, too many unused areas.

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!!!!

Ratings Breakdown

Ease of use

Customer support

Lee S.

Insurance

2-10 employees

Used daily for more than 2 years

Review source

Reviewed May 2017

Excellent value; great tech support and realible

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

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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.

Lori H.

Verified reviewer

Used daily for less than 2 years

Review source

Reviewed December 2017

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

We have been able to go paperless with this product!

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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.

Trevor K.

Insurance

2-10 employees

Used daily for less than 12 months

Review source

Reviewed October 2018

GREAT PRODUCT!

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!

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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.

Christopher G.

Insurance

2-10 employees

Used daily for more than 2 years

Review source

Reviewed May 2017

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.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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.

Karen F.

Verified reviewer

Insurance

2-10 employees

Used daily for more than 2 years

Review source

Reviewed May 2017

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

Makes managing my accounts simple!

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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.

Stephen G.

Insurance

2-10 employees

Used daily for more than 2 years

Review source

Reviewed April 2018

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

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

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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.

Rufina B.

Verified reviewer

Insurance

10000+ employees

Used monthly for less than 12 months

Review source

Reviewed August 2018

A user-friendly and affordable option for insurance agency automation

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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.

Showing 1 - 10 of 14 Reviews

See All Reviews