--- title: IMS I Reviews meta_title: 'IMS I Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter reviews by the users' company size, role or industry to find out how IMS I works for a business like yours. aggregate_rating: rating_value: 4.1 review_count: 4 scale: '5' date_modified: '2026-07-14' parent_category: name: Insurance url: https://www.g2.com/categories/insurance --- # IMS I Reviews **Vendor:** Xanatek **Category:** [Insurance Agency Management Systems](https://www.g2.com/categories/insurance-agency-management-systems) **Average Rating:** 4.1/5.0 **Total Reviews:** 4 ## About IMS I Agency management with document imaging including ACORD, carrier, commission, claim download, and more. ## IMS I Reviews ### 1. Easy Client Search, but Manual Certificate and Binder Entry Is Frustrating **Rating:** 2.5/5.0 stars **Reviewed by:** amanda m. | Personal lines manager, Small-Business (50 or fewer emp.) **Validated Reviewer:** Validated through a business email account **Source: G2 invite:** Invitation from G2. This reviewer was not provided any incentive by G2 for completing this review. **Reviewed Date:** July 13, 2026 **What do you like best about IMS I?** Easy screens and searching for clients for just starting out business. **What do you dislike about IMS I?** No coverages are in there as downloads or adding. It is aggravating to do a cert or binder to have to input it manually. **What problems is IMS I solving and how is that benefiting you?** they are good at helping if needed. ### 2. Great Information Management System **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) This reviewer's identity has been verified by our review moderation team. They have asked not to show their name, job title, or picture. **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through LinkedIn **Incentivized:** This reviewer was offered a nominal gift card as thank you for completing this review. **Source: G2 invite:** Invitation from G2. This reviewer was offered a nominal gift card as thank you for completing this review. **Reviewed Date:** March 21, 2019 **What do you like best about IMS I?** Simple and easy to navigate, and the tech support staff at Xanatek is knowledgeable and always friendly and pleasant to work with. Functionality has improved tremendously since the IMS4 update, and I love the new Merge and Move features. **What do you dislike about IMS I?** It would be nice if it were possible to merge notes together, for situations where duplicate notes have been entered. I also miss the ability to zoom in on documents in File Center. **Recommendations to others considering IMS I:** For those seeking an exemplary Information Management System, I would highly recommend IMS and Xanatek, Inc. **What problems is IMS I solving and how is that benefiting you?** Logging accurate and secure client information is extremely important, and one of the most important aspects of my job as an insurance agent. Documentation and notation are a top priority on my list of daily job activities and requirements. Notation is of the utmost importance, and has been a saving grace in Error & Omissions situations. ### 3. Great System **Rating:** 5.0/5.0 stars **Reviewed by:** Allie M. | Licensed Agent, Insurance, Small-Business (50 or fewer emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through LinkedIn **Incentivized:** This reviewer was offered a nominal gift card as thank you for completing this review. **Source: G2 invite:** Invitation from G2. This reviewer was offered a nominal gift card as thank you for completing this review. **Reviewed Date:** October 10, 2018 **What do you like best about IMS I?** Forget paper files...IMS is the perfect system to manage your clients information. It is very easy to use. I enjoy how it keeps your clients information thoroughly organized. **What do you dislike about IMS I?** I don't necessarily dislike anything; I do wish there was a way for IMS to store client's coverages (liability limits, deductibles, etc.) **What problems is IMS I solving and how is that benefiting you?** IMS provides a management system that makes accessing your client's information very simple. ### 4. IMS 4 Review **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) This reviewer's identity has been verified by our review moderation team. They have asked not to show their name, job title, or picture. **Validated Reviewer:** Validated through a business email account **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **Reviewed Date:** April 20, 2018 At G2, we prefer fresh reviews and we like to follow up with reviewers. They may not have updated their review text, but have updated their review. **What do you like best about IMS I?** IMS allows very easy reporting, and extensive search features. Tasks help us not miss anything that needs completed or followed up on. The best thing is that we get direct downloads from our companies, which automatically update policies at renewal, or when a policy is changed. **What do you dislike about IMS I?** There are some things I feel could be a bit smoother, just in functionality. For instance, being able to select a tag by clicking anywhere, instead if right in a radio button, along with smoother keyboard shortcuts as you go through screens and the program. **What problems is IMS I solving and how is that benefiting you?** The biggest one, is now having updated information at our fingertips without having to do many steps to get there. - [View IMS I pricing details and edition comparison](https://www.g2.com/products/ims-i/reviews?section=pricing&secure%5Bexpires_at%5D=2026-09-02+02%3A18%3A38+-0500&secure%5Bsession_id%5D=ed0c200e-6347-47bb-8f6b-2b326030b643&secure%5Btoken%5D=569c32adba7c6a391a41df3a9571fc643113eb289751d7ea9e5119d2298ae38d&format=llm_user) ## IMS I Features **Administration** - Accounting - Contact Management - Commissions - Sales Tools - Reporting & Statistics - Payment Processing - Email Integration - Task Management - Third-Party Integrations - Accounting Integration - Alerts/Notifications - Calendar Management - Pipeline Management - Commission Management - Email Management - User Management - Forms Management - Invoice Management - Workflow Management - Document Management - Contact Database **Insurance Documentation** - Claims Management - Insurance Policy Management - Invoicing & Receipts - Electronic Signatures - Client Management - Lead Management **Additional Functionality** - Client Portal - Access Controls/Permissions - AI Copilot - Audit Trail - Search/Filter - Commission Calculations - Insurance Rating - Activity Tracking - API - Customizable Templates - Customizable Branding - Document Storage - Property & Casualty - Configurable Workflow - Life & Health - Monitoring - Status Tracking - Customizable Forms - Generative AI - Document Templates - Self Service Portal - Reminders - Customizable Reports - SSL Security - Customizable Fields - Referral Tracking - Quotes/Estimates - Risk Assessment - Email Marketing ## Top IMS I Alternatives - [Applied Epic](https://www.g2.com/products/applied-epic/reviews) - 4.4/5.0 (1,787 reviews) - [QQCatalyst](https://www.g2.com/products/qqcatalyst/reviews) - 4.4/5.0 (667 reviews) - [AMS360](https://www.g2.com/products/ams360/reviews) - 4.3/5.0 (992 reviews)