Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Alternatives to Consider

  • Linxup Reviews & Ratings
    118 Ratings
    Company Website
  • Macaw AMS Reviews & Ratings
    5 Ratings
    Company Website
  • Elation Health Reviews & Ratings
    86 Ratings
    Company Website
  • Worksection Reviews & Ratings
    175 Ratings
    Company Website
  • isoTracker Quality Management Reviews & Ratings
    19 Ratings
    Company Website
  • CrankWheel Reviews & Ratings
    186 Ratings
    Company Website
  • RentGuruz Reviews & Ratings
    8 Ratings
    Company Website
  • PBXware Reviews & Ratings
    38 Ratings
  • CMW Platform Reviews & Ratings
    681 Ratings
    Company Website
  • Collect! Reviews & Ratings
    76 Ratings
    Company Website

What is Xanatek?

At our company, we provide an intuitive platform driven by the latest technology, along with unlimited training and support. Our primary objective is to help you maximize the value derived from your agency management system. We specialize in serving small to medium-sized agencies, where exceptional customer service is our foremost priority. Established by Brent Sheppard, a former insurance professional, Xanatek emerged from his understanding of the necessity for agents to enhance the value they gain from their management systems. He aimed to create a simple management solution that would include extensive support and training at an affordable price. His vision is to empower small and mid-sized agencies with essential tools enabling them to operate efficiently and grow their businesses effectively, while also ensuring they have the necessary support to fully utilize the technology. Since its inception in 1995, our company has been dedicated to empowering independent agents through our advanced, cloud-based agency management system. With our platform, agency teams can easily access vital client information, facilitating smoother operations and enhancing service delivery. This emphasis on operational efficiency not only helps agencies succeed but also positions them to excel in an increasingly competitive landscape. Thus, our ongoing commitment to innovation and customer satisfaction remains at the core of everything we do.

What is Agency Matrix?

To achieve optimal efficiency, productivity, sales, and profitability, your agency needs an effective agency management system tailored for independent insurance agencies. It's crucial to select a system that is user-friendly and incorporates advanced technology alongside robust support. Agency Matrix provides innovative software solutions designed to align with your business objectives seamlessly. Managing your agency's operations doesn't have to be a challenge. With Agency Matrix, you can streamline essential tasks like x-date tracking, reconciliation, and client service, enabling you to focus more on generating revenue. Additionally, features such as automated reporting and telephone integration can significantly reduce both time and costs by automatically accessing a client's account based on their incoming call. This streamlined approach ensures that your agency operates at its highest potential, allowing for greater overall success.

Media

Media

Integrations Supported

Certificial
Formstack
Nextiva
Vonage Business

Integrations Supported

Certificial
Formstack
Nextiva
Vonage Business

API Availability

Has API

API Availability

Has API

Pricing Information

$795.00/one-time
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Xanatek

Date Founded

1994

Company Location

United States

Company Website

www.xanatek.com

Company Facts

Organization Name

Zywave

Date Founded

2005

Company Location

United States

Company Website

www.zywave.com/sales-cloud/agencymatrix/

Categories and Features

Insurance Agency

Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management

Categories and Features

Insurance Agency

Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management

Popular Alternatives

Jenesis Agency Management Reviews & Ratings

Jenesis Agency Management

Jenesis Software

Popular Alternatives

Jenesis Agency Management Reviews & Ratings

Jenesis Agency Management

Jenesis Software
Aspire Reviews & Ratings

Aspire

Impowersoft