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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
Levitate

Integrations Supported

API Availability

API Availability

Pricing Information

$795.00/one-time

Pricing Information

Pricing not provided
Free Trial Offered?

Supported Platforms

SaaS
Windows

Supported Platforms

SaaS

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online 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 Management

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

Categories and Features

Digital Workplace

Not specified

No-Code Development

Not specified

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