Why Us?

Our teams have extensive insurance expertise and are dedicated to client service.

Xanatek was founded by Brent Sheppard—a former insurance agent—who realized there was an opportunity for agents to get more value out of their management systems. Brent saw an opportunity to create an easy-to-use management system and bundle it with support and training at a value-based price. His goal: give small and mid-sized agents the systems they need to run and grow their businesses while providing the right support to enable them to fully utilize the technology.

Today, the company, which has been in business since 1995, helps independent agents better run their businesses with our advanced, cloud-based agency management system. Using our system, agency staff can access critical client data, process new policies, changes, and service clients, quickly, easily and efficiently.

What we stand for:

Integrity

Integrity is in everything we do.  It’s a code that permeates our service to customers, how we treat our employee teams, and the decisions we make about our products. You own your data.

Using Technology to Simplify

Business is complicated. Technology shouldn’t be. When we develop our solutions, our number one goal is to ensure they are easy to use.

Caring for our Customers

Our culture is built on serving our customers. You don’t wait for answers to questions — we are always there to help. A live person answers 98.5% of calls. 92% are resolved on the first call. We do not increase support fees annually.

Training and Guidance

We believe in providing the right, personalized training that enables you to fully utilize our solution. It’s all included — you can attend a class or request training at any time.

Who We Are