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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 Tabillo?

Tabillo is a web-based platform that combines Customer Relationship Management (CRM) with Business Productivity features, built on a robust enterprise-level architecture. At present, we offer intuitive and predictive Sales Automation tools specifically designed for small and medium enterprises. These businesses often face challenges related to ineffective communication among teams and cumbersome processes, primarily due to the high costs and intricate nature of existing customizable CRM options. In an era where post-PC solutions are becoming the norm, there is a pressing need for an application that is user-friendly, mobile-optimized, and cost-effective. Our platform also provides critical User Engagement metrics for technology firms, enabling clients to gain valuable insights into how their software is being utilized by customers. This knowledge equips businesses to spot opportunities for both upselling and cross-selling while also identifying early indicators of potential customer churn. Overall, Tabillo is dedicated to enhancing the operational efficiency of smaller enterprises through innovative and accessible solutions that meet their unique needs. By focusing on these areas, we aim to empower businesses to thrive 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

Tabillo

Date Founded

2011

Company Location

Canada

Company Website

www.tabillo.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

Digital Workplace

Activity / News Feed
Calendar Management
Chat / Messaging
Content Management
Document Management
Employee Directory
File Sharing
Knowledge Management
Surveys & Feedback
Task Management

No-Code Development

AI-Assisted Development
Business Process Automation
Collaborative Development
Data Aggregation and Publishing
Deployment Management
Drag & Drop
Integrations Management
Iteration Management
Performance Monitoring
Requirements Management
Templates
Visual Modeling
Web / Mobile App Development
Workflow Management

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