Product Overview
- The foundation of your agency is built on your management system. It affects the two most important functions of your business – retention and sales. Here are some of the things a management system does for your agency.
- Arms you with communication tools to market and build relationships
- Builds history and mitigates E&O by tracking every interaction
- Designs your staff's daily agenda with a system of alerts, reminders, and tasks
- Reports on the health of your business and unmet growth opportunities to take advantage of
- Manages carrier downloads to keep policies updated
- Brings sanity to your workday with a system of procedures and consistent documentation across policyholders and multiple carriers
Specifications
- #1 in usability
- Access all policyholder info and docs in 4 clicks or less! Usability shouldn't take a backseat to functionality. HawkSoft is for those who care about details like reducing the number of steps it takes to complete the actions your agency engages everyday.
- No contracts.
- No gimmicky introductory offers.
- Don't hold your agency hostage to long-term commitments with low introductory offers. These offers mean that your price will skyrocket after the honeymoon is over. Data extraction fees may also be in the fine print.
- HawkSoft has no contracts. We also believe your data belongs to you. Get a copy of it anytime, at no cost.
- Agency Intelligence
- All your reports, no additional cost.
- Instantly access your Book of Business, analyze customer and policy key performance indicators, and dive into actionable reports designed to guide your agency to greater success.
- Your data, any device
- PC, Android, iPhone, iPad, desktop, or laptop. Always get the full HawkSoft system experience and not just a shell with limited features.
- HawkSoft Concierge builds your daily agenda
- Never miss an important policy event or follow-up. Start every morning with a list of reminders and tasks. To-do lists for your agency staff are automatically created and placed on their Start Page.
- Data conversions without excuses
- We transfer more data and docs than any other vendor. Client data, log notes, attachments, accounting, carrier setups, and much more. Work with a Conversions Manager who uses a consultative process. Verify data along the way. We leave out the surprises and excuses.
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