# Xanatek Connect Software Reviews, Demo & Pricing - 2026 > Review of Xanatek Connect Software: system overview, features, price and cost information. Get free demos and compare to similar programs. Source: https://www.softwareadvice.com/insurance/xanatek-profile --- [Home](https://www.softwareadvice.com/) / [Insurance Software](https://www.softwareadvice.com/insurance/) / Xanatek Connect Software Advice offers objective insights based on verified user reviews and independent product and market research. When our advisors match you to a software provider, we may earn a referral fee. Overview [Reviews](https://www.softwareadvice.com/insurance/xanatek-profile/reviews/)[Alternatives](https://www.softwareadvice.com/insurance/xanatek-profile/alternatives/) # 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 - User Interface - Popular Alternatives - Pricing and Plans - Features - User Reviews ## Overview Xanatek Connect 4.6 [(14)](https://www.softwareadvice.com/insurance/xanatek-profile/reviews/) 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. Wondering if Xanatek Connect is right for your organization? Our Insurance Software selection experts can help you in 15 minutes or less. ## Xanatek Connect User Interface ## Popular Xanatek Connect Alternatives Main Product Xanatek Connect 4.6 [(14)](https://www.softwareadvice.com/insurance/xanatek-profile/reviews/) Ratings Breakdown - 4.57Ease of use - 5.0Value for money - 4.79Customer support - 4.73Functionality Pricing Starting at $795.00 one time Get Price Alternative Product [ePayPolicy](https://www.softwareadvice.com/insurance/epaypolicy-profile/) 4.9 [(258)](https://www.softwareadvice.com/insurance/epaypolicy-profile/reviews/) Ratings Breakdown - 4.90Ease of use - 4.77Value for money - 4.83Customer support - 4.77Functionality Pricing Starting at $25.00 per month Get Price Alternative Product [Jenesis Software](https://www.softwareadvice.com/insurance/jenesis-agency-management-profile/) 4.7 [(284)](https://www.softwareadvice.com/insurance/jenesis-agency-management-profile/reviews/) Ratings Breakdown - 4.74Ease of use - 4.74Value for money - 4.88Customer support - 4.62Functionality Pricing Starting at $50.00 per month Get Price Alternative Product [Applied Epic](https://www.softwareadvice.com/insurance/applied-epic-profile/) 4.2 [(141)](https://www.softwareadvice.com/insurance/applied-epic-profile/reviews/) Ratings Breakdown - 3.84Ease of use - 3.73Value for money - 4.20Customer support - 4.06Functionality Pricing Starting at $1000.00 one time Get Price Alternative Product [pVerify](https://www.softwareadvice.com/saas-management/pverify-profile/) 4.3 [(41)](https://www.softwareadvice.com/saas-management/pverify-profile/reviews/) Ratings Breakdown - 4.34Ease of use - 4.03Value for money - 4.42Customer support - 4.34Functionality Pricing Starting at $50.00 per month Get Price Alternative Product [EZLynx](https://www.softwareadvice.com/insurance/ezlynx-profile/) 3.7 [(74)](https://www.softwareadvice.com/insurance/ezlynx-profile/reviews/) Ratings Breakdown - 3.66Ease of use - 3.37Value for money - 3.31Customer support - 3.35Functionality Pricing Available upon request Get Price ## 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 5 86% 4 7% 3 0% 2 0% 1 7% 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. 5 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 5 Ease of use 5 Value for money 5 Customer support 5 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. Read More Brittany B. Verified reviewer Insurance 2-10 employees Used daily for less than 6 months Review source Reviewed August 2021 Great agency management system 5 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 5 Ease of use 5 Value for money 5 Customer support 4 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 Read More AP Amber P. Used unspecified for unspecified Review source Reviewed February 2015 Too Many Updates, too many unused areas. 1 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 1 Ease of use 2 Customer support Read More LS 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 5 Agency automation, organization and great workflow. Pretty much paperless at this point. Ratings Breakdown 5 Ease of use 5 Value for money 5 Customer support 5 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. Read More 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 5 We have been able to go paperless with this product! Ratings Breakdown 5 Ease of use 5 Value for money 5 Customer support 5 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. Read More TK Trevor K. Insurance 2-10 employees Used daily for less than 12 months Review source Reviewed October 2018 GREAT PRODUCT! 5 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 5 Ease of use 5 Value for money 5 Customer support 5 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. Read More CG Christopher G. Insurance 2-10 employees Used daily for more than 2 years Review source Reviewed May 2017 Mr 5 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 5 Ease of use 5 Value for money 5 Customer support 5 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. Read More KF 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. 5 Makes managing my accounts simple! Ratings Breakdown 4 Ease of use 5 Value for money 5 Customer support 5 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. Read More SG 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 5 Streamlines ease of work by having one place to review notes and history of client interactions. Ratings Breakdown 5 Ease of use 5 Value for money 5 Customer support 4 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. Read More 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 5 Ratings Breakdown 5 Ease of use 5 Value for money 5 Customer support 4 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. Read More Showing 1 - 10 of 14 Reviews [See All Reviews](https://www.softwareadvice.com/insurance/xanatek-profile/reviews/) ## Other Top Recommended Insurance Software [EZLynx](https://www.softwareadvice.com/insurance/ezlynx-profile/) **3.7** (74) Recently recommended **5** times [Jenesis Software](https://www.softwareadvice.com/insurance/jenesis-agency-management-profile/) **4.7** (284) Recently recommended **3** times [Applied Epic](https://www.softwareadvice.com/insurance/applied-epic-profile/) **4.2** (141) Recently recommended **3** times [Macaw](https://www.softwareadvice.com/product/266247-Macaw/) **3.6** (22) Recently recommended **3** times Stuck Between Options? Our experts can help you compare Xanatek Connect with other top options, so you can find the best fit for your needs. ## See what companies are saying about Software Advice