About IMS 4

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...


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Supported Operating System(s):

Windows 7, Windows Vista, Windows XP, Web browser (OS agnostic), Windows 8, Windows 10, Not Applicable

14 Reviews of IMS 4

Average User Ratings

Overall

4.64 / 5 stars

Ease-of-use

4.5

Value for money

5.0

Customer support

5.0

Functionality

4.5

Ratings Snapshot

5 stars

(12)

12

4 stars

(1)

1

3 stars

(0)

0

2 stars

(0)

0

1 stars

(1)

1

Likelihood to Recommend

Not likely

Very likely

Showing 1 - 5 of 14 results

February 2018

Travis from Douglas and Lanier Agency, Inc.

Verified Reviewer

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

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.

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.

May 2017

Lee from Lee Sharman & Associates Insurance Agency, Inc

Company Size: 2-10 employees

Industry: Insurance

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

May 2017

Excellent value; great tech support and realible

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.

November 2020

Brittany from Christine & Mullen Agency

Verified Reviewer

Company Size: 2-10 employees

Industry: Insurance

Time Used: Less than 6 months

Review Source: Capterra


Ease-of-use

4.0

Value for money

4.0

Customer support

5.0

Functionality

4.0

November 2020

Easy, user friendly insurance management system!

Xanatek provides great functionality and excellent service. The texting option with clients is a HUGE bonus as well.

Pros

It is very user friendly, easy to pick up on how to use it and manage the agency within it. Another pro I like about it, is you can input Prospects as opposed to every input being a Customer. So you can know to reach out to them at a certain point in the future for a quote.

Cons

There isn't much I don't like about this software, there are a few tedious things as one of them is you aren't able to click on such small buttons that you would think are clickable.

February 2015

Amber from Jensen Associates Inc

Time Used: Free Trial

Review Source: Capterra


Ease-of-use

1.0

Customer support

2.0

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!!!!

October 2018

Trevor from Volk's Avanti Insurance Agency Inc

Company Size: 2-10 employees

Industry: Insurance

Time Used: Less than 12 months

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

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!

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.