---
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. Great Information Management System

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.)

**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.

  ### 2. Great System 

**Rating:** 5.0/5.0 stars

**Reviewed by:** Allie M. | Licensed Agent, Insurance, Small-Business (50 or fewer emp.)

**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.



- [View IMS I pricing details and edition comparison](https://www.g2.com/products/ims-i/reviews?filters%5Bnps_score%5D%5B%5D=5&section=pricing&secure%5Bexpires_at%5D=2026-08-13+17%3A39%3A58+-0500&secure%5Bsession_id%5D=e70c9e32-fd42-4caa-a766-fad60cba386b&secure%5Btoken%5D=33bb0440bc74d691fa3f7fd0f9ddf97273346ae81100df1780ad53c84fa83b96&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
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