Product Overview
- Agency Intelligence
- Metrics Galore, All in One Place
- Agency Intelligence is HawkSoft’s powerful data analysis engine. Get your agency's Book Of Business, retention, cross-sell, and sales pipeline KPIs (key performance indicators) in one place.
- Agency Intelligence is built right into the HawkSoft management system. There is no additional cost for this important insight into your agency’s metrics and KPIs.
Specifications
- Arm yourself with the right numbers to make informed business decisions and monitor the pulse of your agency
- Expose and assign opportunities for account rounding, cross selling, and sales pipeline forecasts
- Drill down to get details on the policyholders that make up the data behind each KPI
- Create custom reports you can run with one click
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