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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 OneLink?

OneLink was created specifically for agency owners in response to the demand for a more advanced and all-encompassing technological framework within the insurance industry. As a leader in this field, OneLink presents a comprehensive and adaptable solution that allows you to gain complete control over your agency's operations. Featuring an intuitive interface, you can easily create hierarchies and manage user access with minimal effort. It also provides the capability to track potential clients alongside repeat business, helping you uncover new opportunities to broaden your insurance services, all from a single platform. The system simplifies the processes of payment tracking and commission management, offering both manual and automated options with a wealth of customization possibilities. Moreover, OneLink generates a variety of reports, including insights into production metrics, policy summaries, call performance, and commission tracking, delivering this data almost instantly. Recognizing the unique requirements of the insurance sector for effective lead management, OneLink integrates ForcedLead technology to ensure your agency stays updated with current contact opportunities. Ultimately, OneLink is crafted to boost productivity and streamline workflows, solidifying its position as an essential asset for any insurance agency while also ensuring that users can adapt it to their specific needs. With its robust features and adaptability, OneLink stands out as a transformative solution in a competitive landscape.

Media

Media

Integrations Supported

Certificial
Formstack

Integrations Supported

Certificial
Formstack

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

Intruity

Date Founded

2008

Company Location

United States

Company Website

onelink.intruity.com

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

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