List of Xanatek Connect Customers
South Bend, 46601, IN,
United States
Since 2010, our global team of researchers has been studying Xanatek Connect customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased Xanatek Connect for Agency Management from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using Xanatek Connect for Agency Management include: Path Insurance Agency, a United States based Insurance organisation with 10 employees and revenues of $2.0 million, Matney Insurance, a United States based Insurance organisation with 10 employees and revenues of $1.0 million, Foresight Insurance, a United States based Insurance organisation with 10 employees and revenues of $1.0 million and many others.
Contact us if you need a completed and verified list of companies using Xanatek Connect, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The Xanatek Connect customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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Foresight Insurance | Insurance | 10 | $1M | United States | Xanatek | Xanatek Connect | Agency Management | 2017 | n/a |
In 2017, Foresight Insurance implemented Xanatek Connect as its Agency Management platform. The deployment targeted agency-level client record consolidation and referral tracking for a United States based insurance agency with roughly 10 employees, embedding Xanatek Connect into day-to-day broker workflows.
Operationalization relied on an integration between Xanatek Connect and ClientCircle to run referral and retention program workflows. Functional capabilities emphasized referral capture, client relationship management, automated referral outreach sequences, and referral source reporting, aligning Agency Management functionality with program orchestration for ongoing retention and acquisition.
ClientCircle's Xanatek plus ClientCircle success story cites more than 2,100 referrals generated since signing up in January 2017 and an average of about 300 new clients per year from referrals, figures reported under the Xanatek integration. Xanatek Connect usage is inferred from that success story, and the combined configuration centralized referral intake and retention workflows within the agency management layer to support program scalability and operational consistency.
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Matney Insurance | Insurance | 10 | $1M | United States | Xanatek | Xanatek Connect | Agency Management | 2018 | n/a |
In 2018, Matney Insurance implemented Xanatek Connect as its Agency Management platform. The deployment linked Xanatek Connect with ClientCircle to automate cross-sell email campaigns using agency policy and contact records, applying the Agency Management system to producer outreach and policy servicing workflows.
Xanatek Connect was configured to expose policy and client attributes to ClientCircle, enabling automated email orchestration, segmentation and campaign triggers aligned to policy attributes and lifecycle events. The integration centralized client data flows between the Agency Management system and marketing automation, affecting sales, customer service and producer workflows. The Matney Insurance implementation produced 45 new homeowners policies and roughly $42,000 in additional premiums as reported in the ClientCircle case study, and governance focused on field mapping and scheduled campaign automation to operationalize cross-sell processes.
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Path Insurance Agency | Insurance | 10 | $2M | United States | Xanatek | Xanatek Connect | Agency Management | 2019 | n/a |
In 2019 Path Insurance Agency implemented Xanatek Connect in an Agency Management capacity, integrating it with ClientCircle to centralize client communications and CRM workflows. The integrated deployment with ClientCircle began in April 2019, and the ClientCircle case listing identifies Path as a Xanatek agency, establishing the relationship between Xanatek Connect and ClientCircle for client engagement.
Configuration emphasized CRM workflows and client communication orchestration, using Xanatek Connect to consolidate client records and ClientCircle to automate client outreach and satisfaction tracking. Operational coverage targeted agent-facing service and client service processes across the small, 10-person agency, with rollout aligned to the April 2019 ClientCircle adoption, and the integrated Xanatek Connect and ClientCircle configuration is reported to coincide with a seven point increase in Net Promoter Score to 87.
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