Xanatek Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency

Xanatek – Claims in Policy details

Arshad Hussain — Sat, 26 Jul 2025 11:28:55 +0000

We have introduced a new enhancement in the Policies module. Under each policy detail, a Claims section has been added, which displays data integrated from Xanatek.

Use Case: This enhancement allows users to view all associated claims directly within each policy detail, improving accessibility and context.

It streamlines workflows by integrating Xanatek claim data into the Policies module.

To View the Enhancement:

Navigate to the Policies module.
Under Policies select any Policy.
Click on Claims.

Here, you can see the claims information

Claims data originating from Xanatek is now being integrated and displayed within InsuredMine, ensuring seamless access to relevant information.

The post Xanatek – Claims in Policy details appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

Xanatek/InsuredMine Activities Sync

Avinash Barik — Mon, 11 Nov 2024 08:11:16 +0000

With the Xanatek and InsuredMine Activity Sync, users can simplify syncing various activities between InsuredMine and Xanatek, including calls, notes, SMS, tasks, emails, files, and eSignatures. This update allows users to configure sync operations as either automatic or manual, providing flexibility in managing data consistency across platforms.”

Use Case: Easily sync activities between InsuredMine and Xanatek, ensuring consistent, up-to-date client data across platforms.

To configure sync operations for Xanatek within InsuredMine, follow the instructions provided below.

Note: Below mentioned are the types of Sync operations either set to (Auto or Manual) ensures that data between InsuredMine and Xanatek is consistently mapped and updated. This process includes transferring and updating information such as Activity, Call Logs, Notes, SMS, Task, Email, Files and eSignature.

To View the Enhancement:

Note: Before performing this sync operation, make sure the account is synced from IM to Xanatek.

Click on the settings module.
Within configuration, select ‘Auto/Manual Sync.’
You will now be able to restrict activities sync from InsuredMine to Xanatek and select the sync option to either ‘Auto or Manual.’

Activity Sync: InsuredMine View (Manual Sync) IM → Xanatek

Click on the Activities Tab.
To manually sync, click on the ‘Sync with Xanatek’ Option.

Xanatek View After (Manual Sync):

After manual syncing, the activity will appear under the ‘Note’ section within the Communication Tab of the entity.

Xanatek View After (Auto- Sync):

Set the Activity Sync settings to Auto:

Navigate to the Auto/Manual Sync fields present within the settings module and set the Activity sync to Auto.

Next, add the activity in the Activities tab.

Search for the synced account from From IM to Xanatek.

Go to the Communication Tab.
Within this tab, Notes and Activities will be synced automatically.

Call Logs Sync: InsuredMine View (Manual Sync) IM → Xanatek

Suppose, the Call Logs sync settings is set to ‘Manual’ as shown in the image above.

IM To Xanatek (Auto Sync):

Notes Sync: InsuredMine View (Manual Sync) IM → Xanatek

Suppose, the Notes sync settings is set to ‘Manual’ as shown in the image above.

Select Notes Tab and then click on ‘Add Note.’
Then, click on the ‘Sync to Xanatek’ Option to manually sync to Xanatek.

The Notes added within InsuredMine will show-up within Notes once synced.

Notes (Auto Sync) IM to Xanatek:

Select Notes Tab and then click on ‘Add Note.’
Once added click it will automatically sync to Xanatek.

Once synced the notes will be visible under the communication tab under the Note section.

SMS Sync: InsuredMine View (Manual Sync) IM → Xanatek

Suppose, the SMS sync settings is set to ‘Manual’ as shown in the image above.

Select communication Tab and then click on ‘Text’
Once done with sending text, click the manual sync button ‘Sync with Xanatek’

Once synced, the SMS will be visible under the communication tab under the Note section.

SMS (Auto Sync) IM to Xanatek:

Select communication Tab and then click on ‘Text’
Once done sending text, click the manual sync button ‘Sync with Xanatek’

Task Sync: InsuredMine View (Auto Sync) IM → Xanatek

If Task sync settings is set to Auto.

Task Sync: InsuredMine View (Manual Sync) IM → Xanatek

Email Sync: InsuredMine View (Manual Sync) IM → Xanatek

Email Sync set to ‘Manual’ from Settings.

Email Auto Sync (IM to Xanatek):

Email Sync set to ‘Auto’ from Settings.

Email will automatically be synced to Xanatek

E-sign sync: InsuredMine View (Manual Sync) IM → Xanatek

E-sign sync settings set to :Manual

Activity Sync from Xanatak to IM

Data for Entities, Contacts, Policies, Notes, and Tasks is synced from Xanatek to InsuredMine via the ‘Daily AMS Sync’ button.

Notes Sync:

For the Entity, click to create a note.
Update the description and details.
Click Save.

Note will then be added within Xanatek.

Click on the ‘Daily AMS Sync’ button to pull data from Xanatek to InsuredMine.

Notes will be then visible within InsuredMine within the same synced account Notes Tab.

Task Sync:

For the Entity, click to create a task.
Update the description and details.
Click Save.

Tasks will then be added within Xanatek.

Click on the ‘Daily AMS Sync’ button to pull data from Xanatek to InsuredMine.

Task will be then visible within InsuredMine within the same synced account Tasks Tab.

The post Xanatek/InsuredMine Activities Sync appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

Xanatek/InsuredMine 2-way Integration

Avinash Barik — Fri, 08 Nov 2024 10:11:38 +0000

The Xanatek Integration enables a 2-way sync of accounts, contacts, and policies between InsuredMine and Xanatek, ensuring accurate and up-to-date client data across both platforms for enhanced efficiency.

Use Case: Manage your client information and ensure that data is accurately mapped and consistent across both platforms.

To configure sync operations for Xanatek within InsuredMine, follow the instructions provided below

Note: Below mentioned are the types of Sync operations either set to (Auto or Manual) ensures that data between InsuredMine and Xanatek is consistently mapped and updated. This process includes transferring and updating information such as accounts, contacts, and policies between the two systems.

Navigate to the Settings Module.
Within configuration, select AMS Sync Fields.
You will be able to view Account/Contact/Policy Sync>> set it as Auto or Manual.
Click Save.

What is Auto & Manual Sync?

The process of auto and manual sync involves how data is mapped and updated between Xanatek and InsuredMine. Here’s a breakdown of how each type happens.

Auto Sync:

Auto sync is an initial setup process in InsuredMine within the settings module. Once the setup is configured to Auto, InsuredMine automatically maps your data without the need of any manual intervention.

Manual Sync:

To View the Enhancement:

If you’ve initially set up Manual Sync in InsuredMine as shown in the image above, you’ll need to manually sync your data between Xanatek and InsuredMine as needed. Simply choose the accounts, contacts, or policies you want to sync, and click the sync option to update your data whenever you like.

Suppose, you have selected the sync configurations for Account/Contact/Policy Sync as Manual and clicked save as shown in the image below

(InsuredMine View):

From IM to Xanatek: Accounts, Contacts & Policies will be synced.

Accounts Sync: From IM to Xanatek (Manual Sync)

Navigate to the Accounts module.
Select any Account.
Click on the ‘ Xanatek Not Synced’ label option as shown in the image above

OR,

Account 360 Page:

You can also click on the account and navigate to the Account 360 page of the account to manually sync the account.

A pop-up will then appear saying: Success Sync is in Progress Please refresh after a minute.

Once synced, you will be able to view the sync label status changed to ‘Xanatek Synced.’

Note: The account must carry a primary contact despite the account being either personal or commercial; otherwise, you won’t be able to sync it to Xanatek. Next, Accounts, Contacts, and Policies will sync automatically in Auto Sync. But In Manual Sync, Accounts and Contacts will sync together, you will need to manually press the sync button for Policies.

Contacts Sync: From IM to Xanatek (Manual Sync)

Navigate to the Contacts module.
Select any contact.

Click on the ‘Sync option’ as shown in the image above.

OR,

Contact 360 Page:

You can also click on the contact and navigate to the Contact 360 page of the contact to manually sync the contact.

A pop-up will appear saying: Success Sync is in Progress Please refresh after a minute.

Once synced, you will be able to view the sync label status changed to ‘ Xanatek Synced.’

Policy Sync: From IM to Xanatek (Manual Sync)

To sync policy, click on the label that says ‘Xanatek Not Synced’ to manually sync the policy to Xanatek.

A pop-up notification will then appear saying: Success Policy synced to AMS Successfully.

The Policy then will be successfully synced to Xanatek.

(Auto Sync):

If the AMS sync fields are set to: Auto.

If there is a non-synced contact and the sync configuration is set to Auto from the settings module, the account, contact or policy will be synced automatically to Xanatek.
For Example, here shown an image of a contact getting automatically synced to Xanatek without manual intervention.

As the name suggests Auto Sync, you won’t have to manually click on the sync button. And once synced, you will be able view the sync status as ‘ Xanatek Synced.’

Click on the contact to navigate to its contact 360 page.

View Sync records for (Account/Contact & Policy) in Xanatek:

After successful Sync you can view the Sync record for Account/Contact & Policy within Xanatek as shown in the image below:-

(Xanatek View)

View Entities, Contacts & Policies After Sync
(Account after Sync) – From IM to Xanatek

Type out the account name that you entered within IM to search in Xanatek and then press Enter.
Next, you will be able to view the Account, click on it to view the details.

Account details summary getting reflected after successful sync from IM to Xanatek.

(Contact after Sync) - From IM to Xanatek

Type out the entity name within Xanatek and then press Enter.

Next, you will be able to view the Contact details within the entity, click on it to view the details.
Contact details getting reflected after successful sync from IM to Xanatek.

(Policy after Sync) - From IM to Xanatek

Xanatek Sync to IM (What all are getting Synced)

As this is a 2-way integration, you will be able to sync entities, contacts, and policies from Xanatek to IM as shown in the image above.

How to pull the data from Xanatek to IM?

Accounts:

Contacts:

Policies:

Once the entity data including contacts & policies is added within Xanatek.
Next, hit the Daily AMS sync option present in the header menu in InsuredMine , to map the entities data from Xanatek to IM.

Once the daily AMS Sync button is hit, you can view the mapped data within InsuredMine as shown in the image above for entities, contacts and policies.

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