The only system with a 97% recommendation rate.
Average time agencies stay with HawkSoft
First-call resolution when agencies call on us for help
Agencies using HawkSoft that recommend us to other agencies
HawkSoft is so much a part of my agency’s DNA that if — at any point in the future — HawkSoft did not exist, that would be the day that I’d put my agency up for sale.
McClain Insurance Services
Strong retention is a result of your agency offering meaningful value to policyholders. HawkSoft's Retention Alerts identify which clients need attention so your staff can deliver proactive service. Deliver that "wow" experience on every interaction. Do in 5 minutes what other agencies do in 25 minutes.
Get more from your sales pipeline and existing clients. HawkSoft's Lead Management categories show where clients are in your sales funnel. Built-in cross-sell and upsell reports identify policyholders to whom you can offer additional services. Use batch email, letters, text messages, and scheduled communications to reach your clients.
Data is meaningless if it's hard to get or act upon. Measure agency vitals and key indicators. Monthly close ratio by producer, policies per client, commissions by carrier, retention, book of business reports, and much more. Our reports are actionable so you can do things like send batch emails right from the report view.