Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Maximize your efficiency and boost your sales while saving both time and money with Special Agent, the all-in-one management software designed specifically for insurance agencies. Special Agent boasts a comprehensive suite of robust and user-friendly features that enable you to enhance customer service and drive revenue growth without straining your finances. Reach out to us for a demo or engage with a live representative through our Chat Now feature, and you’ll discover why so many agents who transition to Special Agent become enthusiastic advocates. This software places your entire agency—clients, carriers, policies, and forms—within easy reach. Tailored to align with your workflow, Special Agent is engineered for speed, precision, and overall efficiency. Additionally, it integrates seamlessly with your carriers to eliminate duplicate data entry and ensure you always have the most up-to-date information readily available, making your job easier and more effective. Experience the transformation that comes with adopting Special Agent, and see how it can redefine your agency's operations.
Description
We offer a user-friendly platform powered by cutting-edge technology, combined with limitless training and assistance. Our goal is to help you extract the highest possible value from your agency management system. We focus exclusively on small to medium-sized agencies, prioritizing exceptional customer service. Founded by Brent Sheppard, a former insurance agent, Xanatek was born from his recognition of the need for agents to enhance the value they receive from their management systems. He envisioned a straightforward management solution that would come with comprehensive support and training at a competitive price. His mission is to equip small and mid-sized agencies with the tools necessary to operate and expand their businesses effectively while ensuring they receive the support needed to maximize their use of the technology. Since its establishment in 1995, the company has been committed to empowering independent agents through our sophisticated, cloud-based agency management system. With our platform, agency personnel can easily access essential client information, streamlining their operations and improving service delivery. This focus on efficiency enables agencies to thrive in a competitive market.
API Access
Has API
No
API Access
Has API
No
Integrations
Certificial
No
Formstack
No
Levitate
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
$795.00/one-time
Free Trial
No
Free Version
No
Deployment
Web-Based
No
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
Yes
Mac
Yes
Linux
Yes
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
Yes
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
Yes
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
Special Agent
Country
United States
Website
www.specialagent.com
Vendor Details
Company Name
Xanatek
Founded
1994
Country
United States
Website
www.xanatek.com
Product Features
Insurance Agency Management
Claims Management
No
Commission Management
No
Contact Management
No
Document Management
Yes
Insurance Rating
No
Life & Health
Yes
Policy Management
Yes
Property & Casualty
Yes
Quote Management
No
Product Features
Insurance Agency Management
Claims Management
Yes
Commission Management
Yes
Contact Management
Yes
Document Management
Yes
Insurance Rating
No
Life & Health
Yes
Policy Management
Yes
Property & Casualty
Yes
Quote Management
Yes