Agency Management System

Insurance | Insurance Rating Software

https://www.hawksoft.com/ 8668844680
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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.