Company Name
Xanatek, Inc.

Product Name
Xanatek Connect

Do you support Mobile Device Access?
Yes

What platform does your software use? 
Native Browser Based

What is your average number of users per agency?
6-10 users

Any additional information you would like to add that Catalyit customers should know:
Agents own their data! We provide one free backup a year. Additional backups are $250. Agency Sales Machine / Sales Pipeline Manager – Great producer tracking, ex-dating, and reporting on producer statistics.

Is custom activity tracking available?
Yes

Is suspense/follow-up tracking available?
Yes

Is task management available?
Yes

Are reminder notifications and alerts available?
Email, Pop-up, SMS

Can the system prioritize and flag notes with important items on top?
Yes

Does your system track all user activity?
Yes

Is reporting on activity data available?
Yes

Is there a dashboard feature included in the system?
Yes

Is the dashboard customizable based on role in the agency?
Yes

Is there a dashboard alert of items past the due date?
Yes

Is location and mapping integration available?
Yes

Microsoft 365 integration available for:
Email, Calendar

Is VoIP integration available?
Yes, native

Is SMS/Texting integrated into your system?
Yes, native

Do you have custom form capability?
No

Do you have fax integration?
No

Do you have signature integration?
Yes, through add-on

Do you have the ability to import schedules?
Yes

Are fillable ACORD forms available?
Yes

Do you provide an open and well documented API?
Yes

What is your document creation capability?
Proprietary word processing, Interface with Microsoft Word

What data sources available for merging into documents?
Contact, Policy, Coverage, Claim

Do you have system security by role and function?
Yes

Is automatic renewal processing available?
No

Do you integrate with comparative quoting systems?
Yes

Please list which comparative quoting/rating systems you integrate with:
TurboRater, PL Rating, Applied Rater, IBQ

Is there carrier submission management available?
No

Are there policy processing workflows?
No

Is there a custom proposal module?
No

Can you split or merge customers?
Yes

Can you split and/or merge policies between customers?
Yes

Can a user customize views for “my” policies, etc?
Yes

Can you archive customer data and documents?
Yes

Can you purge customer data and documents?
Yes

Does your system track claim activity?
Yes

Do you support claim download?
Yes

Does the system support real time interface for claim inquiry?
Yes

What additional capabilities do you provide?

• Automated marketing campaign management
• Sales pipeline management
• Dashboard specific to marketing and sales
• Referral management

Please clarify whether these are native features, or offered as add-ons or through an integrated third party:
Combination of native features and third party integrations

Is scanning and attaching to client file capability included with system?
Yes

Is scanning and attaching to carrier file capability included with system?
Yes

What other features are available with document management/scanning?

• Drag and drop file attachment
• Global document search capability

Is accounting integrated into your system?
No

Select the features that you offer in your system:

• Customer billing
• Third Party integration (Quickbooks, for example)

Are all data fields available for reporting?
Yes

Can you do Boolean searches of data?
Yes

What reports do you have the capability to provide?

• Commission payable reports
• Export reports to Excel
• Production level reporting
• New business reports
• Sales production by employee
• X-date reports

Are commercial downloads available?
Yes

Are personal downloads available?
Yes

Are direct bill commission download available?
Yes

Is agency and employee license tracking available?
No

Can the agency procedures be made available in the system?
No

Is employee time tracking available?
No

What tools are available for customer self-service? 

• Client issue certificates
• Client portal

What type of system support do you provide?

• Support by email
• Support by phone
• Training in-person
• Training using videos
• Training by person virtually