Product Overview
- We’re a Team: Together Everyone Achieves More
- Sometimes unforeseen events (such as COVID-19), staffing changes, or a period of fast growth can affect your available resources, making daily tasks seem overwhelming. HawkSoft’s Client Services offers billable consulting services to give your agency the boost it needs to optimize productivity and growth.
- While our Product Support team is available to answer basic workflow and technical questions, sometimes you need more training to acquire deeper knowledge to perform core functions with confidence. HawkSoft’s Client Services can be a part of your team, providing recommendations on how to maximize the use of HawkSoft and help you accomplish more when resources may be stretched thin.
Specifications
- Improve and Accelerate Training
- Get new hires quickly up to speed on the basics of HawkSoft, or train staff on the responsibilities of another coworker who is going on leave.
- Regain Valuable Time
- Relieve or help staff with tasks like creating customized reports, email templates, database cleanup, or developing a cadence for recurring tasks. Being able to offload these duties helps you refocus your time on servicing policyholders and
- building relationships.
- Refocus Your Hiring
- Refocus your agency’s hiring on insurance talent (producers, CSRs, account managers) instead of spending lost time on training and tedious tasks.
- Scale Your Resources
- Grow your agency with no obligation to pay additional salaries or benefits on tasks that can be accomplished with our team’s help.
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