---
title: Xanatek IMS Reviews
meta_title: 'Xanatek IMS Reviews 2026: Details, Pricing, & Features | G2'
meta_description: Filter reviews by the users' company size, role or industry to find
  out how Xanatek IMS works for a business like yours.
aggregate_rating:
  rating_value: 5.0
  review_count: 2
  scale: '5'
date_modified: '2025-03-10'
parent_category:
  name: Insurance
  url: https://www.g2.com/categories/insurance
---


# Xanatek IMS Reviews
**Vendor:** Xanatek  
**Category:** [Insurance Agency Management Systems](https://www.g2.com/categories/insurance-agency-management-systems)  
**Average Rating:** 5.0/5.0  
**Total Reviews:** 2
## About Xanatek IMS
Xanatek offers complete agency management, including industry standards ACORD Forms, eMessages, eDocs, downloads, as well as client and prospect management.




## Xanatek IMS Reviews
  ### 1. Love IMS!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Courtney M. | Licensed Agent/Hiring Manager, Small-Business (50 or fewer emp.)

**Reviewed Date:** September 10, 2018

**What do you like best about Xanatek IMS?**

So many features available. Simple to use, reliable, and legally stores data. Amazing for our business! Couldn't ask for anything more of this program. 

**What do you dislike about Xanatek IMS?**

The only area I can possibly think to improve would be searching customers. If it is not an EXACT match then it will not appear in the search. Maybe making searches more inclusive by tagging names that are similar spelled or pronounced? I've worked with programs that do so and it is a nice feature.

**What problems is Xanatek IMS solving and how is that benefiting you?**

Storing customer data in a protected program, legally storing notes/files, no longer have to waste physical space in the office with old paper files.

  ### 2. Excellent 

**Rating:** 5.0/5.0 stars

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

**Reviewed Date:** September 11, 2018

**What do you like best about Xanatek IMS?**

Very easy to use and manage clients. The AL3 downloads are a lifesaver. 

**What do you dislike about Xanatek IMS?**

Sometimes IMS takes a while to start up but other than that, there’s not anything I dislike about it.

**Recommendations to others considering Xanatek IMS:**

Pay attention during the tutorials with Xanatek.

**What problems is Xanatek IMS solving and how is that benefiting you?**

Easy organization of a clients information.


## Xanatek IMS Discussions
  - [What is Xanatek IMS used for?](https://www.g2.com/discussions/what-is-xanatek-ims-used-for)

- [View Xanatek IMS pricing details and edition comparison](https://www.g2.com/products/xanatek-ims/reviews?page=1&section=pricing&secure%5Bexpires_at%5D=2026-08-09+21%3A56%3A05+-0500&secure%5Bsession_id%5D=8cf57e95-9e5d-4c87-a33b-e19308f05783&secure%5Btoken%5D=90ccef0a699b7f1f9d2dbb52a4eb1c99abd1cdfc0abdc5beca7424ef896b235d&format=llm_user)

## Xanatek IMS 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

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