Business Details
31 Years
experience
Trusted Insurance Agency Management Software
At Xanatek, we have dedicated ourselves to revolutionizing insurance agency management systems since 1995. Our mission centers on delivering intuitive, cloud-based software solutions specifically designed for small and mid-sized insurance agencies. Founded by former insurance agent Brent Shepparda, our platform emerged from firsthand industry experience identifying critical gaps in existing management systems. We combine cutting-edge technology with comprehensive support, offering unlimited training and 24/7 technical assistance to ensure maximum value for our clients. Our commitment to integrity permeates every aspect of our operations, from customer service to product development decisions. The cloud-based Connect platform enables seamless data access, policy processing, and client management while maintaining robust security protocols.Our team's extensive insurance expertise ensures our solutions address real-world challenges faced by independent agents. We prioritize user-friendly design principles, ensuring our technology simplifies rather than complicates business operations. Our customer-centric culture guarantees 98.5% live call answering rates and 92% first-call issue resolution. We maintain transparent pricing structures without annual support fee increases, demonstrating our long-term commitment to client success. With over 25 years of industry experience, we continue developing innovative tools like XanaSign, XanaFuel, and integrated rating systems to help agencies enhance efficiency and grow their businesses.
Services
Agency Management Software
Cloud-Based Solutions
E-Signature Integration
Automated Marketing
Comparative Rating Tools
Mobile Access
API Integrations
Technical Support
Training Programs
Data Security
Details
- Year established: 1995
Highlights and features
- Insurance industry expertise from former agents
- Founded in 1995 with proven track record
- Cloud-based system with 24/7 access
- 98.5% live call answering rate
- Unlimited training with no annual fee increases
What people say
Excellent value
Great tech support
Reliable software
User-friendly interface
Quick issue resolution
Services
Agency Management Software
Our cloud-based Connect platform streamlines insurance agency operations with centralized client data management, policy processing, and commission tracking. The intuitive interface enables efficient client communication, document management, and workflow automation. Designed specifically for independent agents, it integrates rating tools, marketing automation, and reporting features to enhance productivity.
E-Signature Integration
XanaSign provides secure electronic signature capabilities within our management system. This feature enables agencies to complete documents remotely, reducing processing time while maintaining compliance. The integration ensures seamless workflow from document preparation to client signature, improving transaction efficiency and customer satisfaction.
Automated Marketing
XanaFuel offers automated marketing solutions for insurance agencies, including client outreach campaigns and prospect engagement tools. The system enables personalized communication strategies while maintaining compliance with industry regulations. These features help agencies build stronger client relationships and increase retention rates through consistent, targeted messaging.
Technical Support
We provide comprehensive technical support with 98.5% live call answering rates and 92% first-call resolution. Our team offers personalized training sessions and maintains system uptime through proactive maintenance. The support package includes remote assistance, knowledge base resources, and monthly training webinars for continuous user education.
Comparative Rating Tools
XanaRate delivers fast, accurate insurance quotes from multiple carriers through integrated rating engines. The system supports both our proprietary rater and third-party solutions like Applied Systems Rater. This feature enables agents to quickly compare options and provide competitive pricing to their clients.
People
Brent Shepparda
Founder
Former insurance agent with 25+ years industry experience who identified critical gaps in agency management systems. Transformed firsthand knowledge into Xanatek's customer-centric software solutions that combine technology with practical usability for independent agents.
Questions
What insurance agency management features does Xanatek offer?
Our Connect platform includes client database management, policy processing, commission tracking, e-signatures, comparative rating tools, automated marketing, and integrated reporting features.
Is Xanatek's software cloud-based?
Yes, our system is fully cloud-based with mobile access, enabling secure 24/7 data access and real-time updates across all devices.
What support options are available?
We provide phone, email, and remote technical support with 98.5% live call answering rates and 92% first-call resolution during business hours.
Do you offer training for new users?
Yes, we include unlimited personalized training with no additional fees, plus monthly webinars covering system updates and best practices.
Can I integrate Xanatek with other systems?
Our platform supports API integrations with third-party solutions and works with Zapier for expanded connectivity options.