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

Link To My Agent

Are you taking full advantage of your website?

Let IMS set Your Agency up for Success!

Valuable Technology that is affordable!

As everyone knows, it is incredibly expensive to pay a web developer to create custom web forms for a website. Xanatek has developed forms specifically to meet the needs of your agency. You can link directly to the forms from your site or embed them so that your visitors never know they are not on your website.
Once your prospect or client completes the form, it will be emailed to you immediately. The completed form is drag/dropped into IMS. Link To My Agent will import the form, populate the client and create a task within IMS. No double entry or input mistakes!

Forms

Each agency will have its own set of forms customized specifically for your need(s). Take a look at some of the forms:

 

 

 

 

Contact Us

Personal Auto Quote

Commercial Quote

General Requests

Home Quote

Life Quote

Policy Change

Certificate

Submit a Claim

Here is the great thing! We have based all of the forms upon ACORD™ standards. This means you should have all the information needed to produce a quick and accurate quote or service request.
• Vehicle Identification Numbers
• Driver’s License Numbers
• Claim Information
• Current Carriers
• And More!

For More Information:
If you would like to receive additional information on Link To My Agent from Xanatek, please contact your sales rep for the affordable pricing at 800-875-6033 or email sales@xanatek.com

412 S Lafayette Blvd
South Bend, IN 46601

tech@xanatek.com

sales@xanatek.com

Tech Support 800 820 1665

Sales 800 875 6033