HawkSoft

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The only agency management system with a 97% recommendation rate, HawkSoft is designed to help insurance agencies retain clients, grow their business, and measure performance with ease. With over 18 years of customer loyalty on average, HawkSoft delivers a powerful, user-friendly platform trusted by independent agencies.

Key Features:

Retention Alerts to proactively engage clients and improve retention
Lead Management tools for tracking sales pipeline and identifying cross-sell opportunities
Automated communications via batch email, letters, and text messaging
Actionable reports to track close ratios, policies per client, commissions, and more
Seamless API integrations to connect HawkSoft with third-party tools
Client self-service options including e-signature, mobile app access, and self-service certificates
HawkSoft Support with a 97% first-call resolution rate

Best for:

Independent insurance agencies seeking an intuitive and efficient management system
Agencies focused on increasing client retention with proactive service tools
Businesses looking to optimize their sales funnel and maximize revenue opportunities
Teams needing robust reporting and analytics for better decision-making
Agencies requiring automated client communication via email, text, and letters
Organizations looking for seamless API integrations and carrier connectivity
Insurance professionals who value top-tier customer support and continuous platform enhancements