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Xanatek Expands its Foothold to Better Serve Small and Mid-Sized Insurance Agencies

Insurance CIO Outlook | Wednesday, July 21, 2021

The provider of agency management software has built a new site and improved its product offerings.

FREMONT, CA: Xanatek, a provider of agency management systems (AMS) for small and mid-sized agencies, is pursuing its goal of assisting agents in getting more out of their systems. In the West, the company grew by building a new office in Colorado Springs, CO.

Xanatek's solution got developed to cover a critical market need by offering a management system tailored to small and mid-sized agencies and improved training and support. Employees work for Xanatek in South Bend, Indiana, Colorado Springs, Colorado, New York, and Florida. The new offices in Colorado Springs, which are close to many of the company's new clients, allow the company to give the kind of customer care they want during their working hours.

"Independent agents work within the communities they serve. We want to give them the same experience when working with their agency management system that they give to their own clients," said Brent Sheppard, CEO of Xanatek. "As a former agent myself, I understand the power an agency management system has on sales, service and profitability within the agency. Having the system that works with your agency and getting the support you need when you need it is critical, especially in today's market. We want to make sure that our customers can get the support they require, when they need it most – during their hours of operation."

With its recent acquisition of Agency Sales Machine, tracking software that monitors producers' sales production, Xanatek is helping its agencies gain an advantage. Users will be able to conduct lead acquisition audits to fine-tune their sales techniques. The solution would be implemented into the current Xanatek platform and made available to users as a new feature at no cost.

Sheppard commented, "Harnessing the power of data is essential for agents to be competitive and survive in this tough market. So much of that information is located right in their agency management systems. We don't just want to be a system that helps agents organize customer information. We want to enable them to take this information to the next level by analyzing it and using those insights to secure more wins and ultimately grow their business."

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