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HawkSoft

Agency Management System

Insurance | Insurance Rating Software
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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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