Features & Quick Stats
Key Features
- Manage Your Clients & Prospects
- Connect Sales Machine
- Enhanced Communication
- Comparative Rating
- Workflow Tools
- Carrier Downloads
- Invoices & Receipts
- Commission Downloads
- Dashboard & Reporting
- Industry & Integration Partners
Core Business
How Xanatek Connect Helps Independent Agents & Brokers
Integrations
Partnerships
Product Reviews
Xanatek Connect Videos
Xanatek Demo
Xanatek Connect Product Spotlight
Xanatek Connect Resources
How Tariffs Could Impact Tech in Independent Insurance Agencies
Changing Agency Management Systems? Here’s How to Make Training Work for You
The Trouble with Training: Agency Change Management Strategies That Work
Vendor Relationship Red Flags: What Agents Should Avoid
Your Data May Be Safe Today: 10 Things That Will Keep It That Way
Product FAQs
Agency Management System
Suspense/follow-up tracking?
Yes
Avg number of users per agency
6-10 users
Electronic signature feature offered as add-on or through third party
As an add-on
Direct bill commission download available?
Yes
Electronic signature integration?
Yes, through add-on/third party
Track all user activity?
No
Purge customer data/documents?
Yes
User customize views for "my" policies?
Yes
Employee time tracking available?
No
Personal downloads available?
Yes
Custom proposal module?
No
Location/mapping integration?
Yes
Support real-time interface for claim inquiries?
Yes
Ability to import schedules?
Yes
Comparative quoting/rating systems integrations
TurboRater, PL Rating, Applied Rater, IBQ
Agency/employee license tracking available?
No
Dashboard feature included?
Yes
Marketing capabilities native/add-ons/through third party
Other
Integrate with comparative quoting/rating systems?
Yes
Tools available for customer self-service
[Client issue certificates, Client portal]
Split/merge customers?
Yes
Task management?
Yes
Commercial downloads available?
Yes
Boolean searches of data?
Yes
Open documented API?
Yes
Track claim activity?
Yes
System support provided
[Support by email, Support by phone, Training by person virtually, Training using videos, Training in-person]
Support claim download?
Yes
Accounting integrated?
No
Split/merge policies between customers?
Yes
All data fields available for reporting?
Yes
Software/platform access
[Native Browser Based]
Reporting on activity data?
Yes
Document creation capability?
Both proprietary word processing and Microsoft Word
Document management/scanning features available?
[Drag and drop file attachment, Global document search capability]
Reporting capabilities
[Commission payable reports, Export reports to Excel, Production level reporting, New business reports, Sales production by employee, X-date reports]
Agency procedures available in system?
No
Fillable ACORD forms?
Yes
Marketing capabilities
[Automated marketing campaign management, Sales pipeline management, Dashboard specific to marketing and sales, Referral management]
Data sources available for document merging
[Contact, Policy, Coverage, Claim]
Dashboard customizable by agency role?
Yes
SMS/Texting integrated?
Yes, native
Scanning/attaching to client file capability?
Yes
Policy processing workflows?
No
Automatic renewal processing available?
No
Dashboard alert of items past due?
Yes
Custom activity tracking?
Yes
System security by role/function?
Yes
Carrier submission management available?
No
Fax integration?
No
VOIP integration?
Yes, native
Custom form capabilities?
No
Microsoft 365 integration
[Email, Calendar]
Reminder notifications/alerts available
[Email, Pop-up, SMS]
Archive customer data/documents?
Yes
Scanning/attaching to carrier file capability?
Yes
Accounting features offered
[Third party integration (e.g. QuickBooks), Customer Billing]
Prioritize/flag notes?
Yes
Mobile device access
Yes