Features & Quick Stats
Key Features
-
Client and Policy Management
-
Integrated Communications — SMS, email, and VoIP integrations
-
Carrier Downloads — personal and commercial lines
-
Workflow and Task Management
-
Invoicing, Receipts, and Commission Downloads
-
Dashboards and Reporting — customizable by role
-
Industry Integrations — CRM, comparative rating, VoIP, AI, and more
-
Open API — supports additional connections and custom solutions
-
Comparative Rating — available through integrated partners
-
Microsoft 365 Integration — email and calendar
-
Cloud-Based SaaS — accessible from virtually anywhere
-
Accounting (Beta) — full double-entry accounting, agency billing, reconciliations, and more
Core Business
How Xanatek Connect Helps Independent Agents & Brokers
Independent insurance agencies work best when their teams can find the information they need quickly and confidently. Too often, that information is scattered across multiple systems.
Xanatek Connect brings client records, policies, documents, communications, and workflows together in one connected platform. Your team knows where to look, can respond to client questions more quickly, and can manage daily work without constantly switching between systems.
Built specifically for small and mid-sized independent agencies, Connect is easy for every team member to learn and powerful enough to grow with your agency. Unlimited training is included from day one, including training for new hires, at no additional cost.
Integrations
Xanatek Connect integrates with many of the tools independent agencies already rely on, including Agency Revolution, AgencyZoom, AndDone, b atomic, BrightFire, ClientCircle, Glovebox, HubSpot, InsuredMine, InChanted, Levitate, PL Rating, Zywave (ITC), TurboRater, Lightspeed, RingCentral, Nextiva, XILO, Zapier, and many more.
Partnerships
ACORD, AUGIE, Catalyit, IAOA, IVANS, MIAA, PIA, The Big "I," and Iroquois Group.
Catalyit Team Review
Helping Small and Mid-Sized Agencies Get More Value from Their Agency Management System
Published: June 2026
What we like:
- Xanatek has a clear focus on serving independent insurance agencies rather than trying to be a broad business management platform. Its agency management system was built specifically for insurance workflows.
- The company was founded by a former insurance agent, and that background is evident in its emphasis on practical agency operations and usability.
- Unlimited training and support are central to the offering rather than optional add-ons. For agencies concerned about adoption and ongoing education, this stands out.
- Xanatek Connect combines core agency management functionality with comparative rating, downloads, reporting, workflow tools, and integrations that many agencies rely on daily.
- The platform appears particularly focused on helping smaller agencies access technology and support that may otherwise be difficult to implement and maintain internally.
Things to consider:
- Agencies already deeply invested in a larger enterprise AMS ecosystem may find that switching platforms requires careful evaluation of workflows, integrations, and migration requirements.
- Larger agencies with highly specialized operational needs should assess whether Xanatek's feature set aligns with their complexity and scale requirements.
- While the platform offers a growing integration ecosystem, agencies should confirm that their specific third-party tools and carrier workflows are supported.
- Organizations looking primarily for a CRM, marketing platform, or customer engagement solution will still need to evaluate how those tools fit alongside the AMS.
Summary
Xanatek is an agency management system provider focused on helping independent insurance agencies run their operations more efficiently through a cloud-based platform designed specifically for insurance workflows. The company's primary mission is not simply providing software—it is helping agencies get more value from the technology they already depend on every day.
Why should agencies care? Because many AMS decisions ultimately succeed or fail based on adoption. During our review, we found Xanatek places emphasis on training, support, and helping agencies incorporate the system into their daily processes rather than simply delivering software licenses.
What stood out during our review was the combination of insurance-specific functionality and a service model centered on smaller and mid-sized agencies. The company's messaging consistently focuses on usability, accessibility, and ongoing support rather than feature overload.
We also came away with the impression that Xanatek understands a common challenge within independent agencies: many agencies do not need more technology—they need to get better results from the technology they already have. That theme appears throughout the company's platform, training philosophy, and customer support approach.
Key Features:
- Agency management system built specifically for independent insurance agencies
- Client and prospect management
- Personal and commercial lines downloads
- ACORD forms and insurance-specific workflows
- Comparative rating integrations
- Task management and workflow tracking
- Dashboard and reporting tools
- Electronic signature capabilities through XanaSign
- Open API and integration ecosystem
- Client self-service capabilities including portals and certificate access
Best fit for:
- Small independent insurance agencies
- Mid-sized agencies seeking a cloud-based AMS
- Agencies looking to replace manual or fragmented workflows
- Organizations that value hands-on training and support
- Agencies wanting an AMS with integrated insurance-specific functionality and industry partnerships
May not be ideal for:
- Large enterprise agencies with highly customized operational requirements
- Agencies unwilling to invest time in implementation and workflow adoption
- Organizations seeking a standalone CRM rather than an agency management platform
- Agencies whose primary need is marketing automation rather than operational management
Deeper Dive
The Problem Being Solved: Many independent agencies struggle with fragmented processes, disconnected client information, inconsistent workflows, and underutilized agency management systems. Even when agencies invest in technology, they often fail to fully adopt the capabilities available to them.
Xanatek's approach is to provide a centralized system that manages client data, policy information, downloads, workflows, communications, and reporting while helping agencies actually use the platform effectively.
Why It Matters to Agencies: An agency management system sits at the center of nearly every client and operational workflow. When staff spend time searching for information, duplicating work, or managing disconnected systems, productivity and client service can suffer.
For small and mid-sized agencies in particular, maximizing efficiency without adding headcount can have a meaningful impact on growth, retention, and profitability. Xanatek's focus on training and support appears designed to help agencies achieve those outcomes rather than simply deploy software.
What Stood Out to Us: What stood out during our review was Xanatek's long-standing focus on independent agencies and its commitment to customer support as a core component of the product experience. The company repeatedly emphasizes that agencies should receive ongoing guidance, training, and assistance without additional support fees.
We also liked the fact that the platform was designed by individuals with agency experience. While many AMS providers support insurance agencies, Xanatek's origin story and market focus suggest a strong understanding of the day-to-day realities faced by smaller independent agencies.
Final Thoughts
We came away from our review viewing Xanatek as an agency management provider that understands a challenge many agencies face: software alone does not improve operations unless people actually use it effectively.
What impressed us most was the company's consistent focus on helping agencies maximize adoption through training, support, and practical guidance. While many vendors emphasize features, Xanatek appears equally focused on helping agencies realize value from those features over time.
Independent agencies evaluating agency management systems—particularly small and mid-sized organizations looking for a combination of insurance-specific functionality and ongoing support—may find Xanatek worth further evaluation. Agencies that believe successful technology adoption is just as important as software capabilities should take a closer look.
* Unbiased review based upon information and insights available at the time of publication.
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