Xanatek

Point of Contact: Brent Sheppard, President

Available Services: Agency Management Software

IAOA Exclusive Discount Code;  10% on startup price

Xanatek is a leading provider of agency management software and solutions for independent agents. For more than 25 years, Xanatek has offered a powerful and affordable systems for agents to run and grow their businesses. Brent Sheppard, President of Xanatek, began as an insurance agent and took his love for technology to the next level by helping other agents simplify their document storage and imaging. Fast forward to the present day, Xanatek now offers Connect, a cutting edge, cloud-based agency management system.

Xanatek Connect allows your agency and staff to maximize efficiency, increase profits and better serve your clients. The easy-to-use system provides access to client and policy records, stored documents, reports, ACORD forms, carrier downloads, improves client communication with integrated email and texting, and so much more! Xanatek Connect is a device independent system that is accessible via any internet browser on any device. Xanatek offers an open API, Zapier connections and direct integration to further enhance the system by collaborating with 3rd party services. We continue developing enhancements by utilizing the latest in technology for today’s modern agency.

Our expertise and passion for helping agencies succeed is the core of what makes Xanatek so unique. We believe in providing the right, personalized training that allows you to fully utilize our system. 98.9% of inbound technical support calls are answered by a live person, so you can get immediate assistance. That’s why no matter the size of your agency, you have unlimited training and support with industry experienced support staff! Technology shouldn’t be complicated, so we have the right people to assist you and make sure your agency can focus on providing the best service to clients and growing your business!