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 Tour

IMS Tour

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Start Screen – Easily access your Clients. Prospects, Reports, ACORD Forms, Tasks and Appointments for the day. Alerts and Carrier Messaging coming soon!
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Client / Prospect Screen – Everything you need to know is at your fingertips. Tabs allow easy access to Contacts, Policies, Notes, Tasks, Attachments, Images, ACORD forms, Accounting information and Activities.
Tags! – This is a user defined option that is unlimited – you can report and sort on these unique tags that are also available with policies and the notes feature!
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Icons alert you to open tasks, open invoices, upcoming appointments and more.
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Contact Screen – Drivers, Non-Drivers, Spouses, Children, Partners, Business Contacts or anyone you want to list!
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View contacts either as cards or in a list view!
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Make unique notes about your clients for easy reference and bring the marketing side to life in your office.
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Policy Screen – A complete list of all your client policies. You can access all policy details, utilize Real Time for links to carrier portals, and have the ability to transfer policy details to comparative raters.
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Our unique policy indicators allow you to immediately see the status of the policy…View Renewals, Cancellations, Binders,New Business,Renewal within 30 days!
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File Center – Go Paperless! Store applications, pictures, declarations, endorsements, tort forms, waivers or ANY document regarding your client. Have a phone system that records your calls?  Attach the .wav files for permanent documentation. Utilize the IMS Image Print driver – It allows you to PRINT ANYTHING to the customer file! No Scanning needed.
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Agency Records – This is your file cabinet under lock and key. Store all of your agency’s “non” customer information here; Agency Agreements, Utility bills, License info, Employee information, Financial records and more!
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Xanatek’s Scheduler – Each user has their own schedule, but is fully networked for all your users. Our schedule links directly to the client/prospect information. Tasks remind you to follow-up with your clients/prospects when you need to. This information syncs with MS Outlook and your phone!
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Multi-View Schedule – View multiple schedules at the same time. You have the ability to schedule and create tasks for any user on the system.
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Reports – Get the information you need. Use one of our pre-defined reports, or customize the information on your report. Need more power, then export to Microsoft Excel to manipulate the data.
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Instant Reporting when you need it!
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Find – Can be found on every tab when viewing a Customer record. Use the Find tool to search within the current customer or even across every customer record in IMS. You can search for complete or partial information (ie only a street name if you don’t know the house number) as well as combining multiple items in your search (ie search for all Auto policies from a specific carrier that are effective in March).