Sales: 800.875.6033 | Tech Support: 800.820.1665 | Fax: 574.287.9958 tech@xanatek.com
Tech Support 800 820-1665 | Help Center | Sales 800 875-6033
IMS by Xanatek

Erie Agents

Find out why IMS is Your Best Solution!

IMS Exclusive Erie Alerts!

Daily Alerts Downloaded from Erie Directly to You!

  • Important Notices
  • Immediate Action Required
  • Cancellation Notice
  • Rescind Notice
  • Reinstatement Notice
  • Confirmation of Non-Renewal
  • Final Statement of Policy Balance

Over 600 Erie Agents Rely on IMS by Xanatek!

  • Developed by a former Erie Agent
  • Commission Statement Import which creates producer payable
  • Real Time – Home and Auto
  • Import DSpro Notes
  • Best Erie Download Capability

We Support All Of Your Other Companies

  • Full Client/Prospect Management

  • Date/Time Stamped Notes

  • May Reduce E&O Premium
  • Receipts and Billing
  • Policy History
  • Powerful Reporting – can be exported.
  • Choose Client Server or Cloud Based.
  • One Step Drag and Drop
  • E-Mail w/wo Attachments
  • From the Desktop or Any Folder
  • Internal Calendar Feature – syncs to Outlook and your phone.
  • An Agency Rolodex accessible to all users.
  • Internal Instant Messaging.
  • Exceptional document management functionality, no storage limit!
  • ACORD® Form Updates 

Downloads

  • Policy Data – Commercial and Personal
  • Commissions
  • Claims
  • Activity Notes

Training

Comprehensive training is included with your purchase of IMS. Our versatile live online training approach, along with your dedicated trainer’s guidance, facilitates an effective learning platform for your office.

Monthly Support Includes:

  • All Upgrades
  • Unlimited Training for New Hires and Current Staff
  • Downloads
  • Live Support
  • ACORD Forms and More!
  • Texting

Our Client Satisfaction rate is one of the highest in the industry!

“The IMS system has helped me automate my agency to the point that it has actually reduced my expenses – thus, increasing my bottom line! So, what’s not to LOVE about that? Not to mention their service people are quick, helpful, and just plain nice. Great job Xanatek! A happy client since 2001.”

—Sherie Lake, Lake Insureance, Inc., McConnellsburg, PA

Let us help you achieve an organized office with great E&O protection.