AgencyZoom

You sell the policy. We automate the rest.
Manage leads without double entry, cross-sell & remarket clients, all while on the go.

• Manage leads in AgencyZoom with data sent from your HawkSoft account that kicks off email and texting automation.
• BoB syncing allows you to view powerful reports and business insights to remarket and retain clients with ease!
• Never miss your goals or hooray moments by taking your agency on the go with AgencyZoom's mobile app.

Schedule a demo to see what 3100 agencies are using to automate their sales processes.

Better Agency

Save time with "done for you" automation. Make more money and close more policies. Better Agency helps with service, claims, and renewals.

• Done for You emails and SMS to prospects and clients.
• Sales, service, and renewal pipelines that communicate with clients at every stage.
• Trigger campaigns and workflows from your HawkSoft data.

Sign up for a 14 day trial of Better Agency and connect your data now using the 'Learn More' button below.

Bluejay Reviews

90% of consumers read online reviews before making a buying decision. Bluejay helps improve and maintain a good online reputation.

• Automatically solicit reviews for sites such as Google, Facebook etc. Boost your overall star rating and online reputation.
• Easily monitor and respond to reviews from one online dashboard and app. Aggregating over 180 Review sites into one hub.
• Share your best reviews on your website & social media. In addition: Surveys, WebChat, Insights & Competitive Benchmarking.

Click 'Learn More' below to visit Bluejay Review's website.

Bridge

Bridge is a revolutionary product that provides AI, automated marketing, texting, video, live web chat and much more.

• CRM functionality and automated marketing using your customer data in HawkSoft + prospect data in Bridge.
• Automatically-triggered campaigns can be sent through email, text message or even voice.
• Includes an advanced phone system. Use in office or anywhere with desk phones or headsets.

Bridge fully integrates with your HawkSoft management system. Learn more at bridge.insure.

Certificial

FREE to Agents and Brokers, Certificial allows you to setup a dynamic, digital connection with all of your Certificate Holders. By passing them coverage data, you will never have to create a COI again!

• No Cost to sync your entire book of business
• Automatically push coverage changes and renewals to Certificate Holders
• Reduce your operational expenses and focus on revenue-generating activities

DONNA powered by Aureus Analytics

Artificial Intelligence and Data Analytics Platform for Independent Agencies to increase policyholder experience, boost retention and cross-sell.

• Customer Sentiment Scoring
• Real-time Predictions and Uplift recommendations
• External Data Integrations and Industry Benchmarking

Fuse by Agency Revolution

Fuse, marketing automation, enables agencies to deliver highly personalized communications to acquire and retain business.

• micro targeting based on policy and client data
• pre-built campaigns for onboarding, referrals, cross-selling
• build campaigns for account rounding, payments, claims, etc

Learn how to scale your marketing communications with Fuse and it’s API integration.

Insurance Agent Mobile App

Reduce costs, retain clients and strengthen engagement by delivering an on demand, personalized, 24/7 self-service platform to clients.

• Customers communicate how & when they want using the processes you want. Simple quick service solutions.
• Seamless automation means clients see policy updates in the App the same day updated in HawkSoft
• Empower Customers and drive down costs: Auto ID cards, Cert & Change Requests, Vehicle, Property & Workplace Accident Reports, Property Inventory

Learn more about IA App/HawkSoft integration to increase retention & service clients.

Levitate

Levitate combines AI-powered software with dedicated marketing coaches to help you build real relationships with clients, prospects, and referral partners.

• Remember key facts and dates about your contacts, then set up customized reminders to reach out
• Account round with personalized, one-to-one emails
• Work with a dedicated marketing coach to craft email content tailored to your business

Grow your business through the lost art of keeping in touch. Visit try.levitate.ai to sign up for a demo.

Podium

Podium enables insurance agencies to increase their online presence and conveniently connect with clients and prospects at critical touchpoints.

• Grow your book of business by increasing your ratings and visibility in the places policyholders are looking for you
• Improve client retention by staying connected to your policyholders in more convenient channels like text messaging
• Communicate seamlessly with teammates, prospects and clients from a single hub

Rocket Referrals

Does staying in touch with clients and building relationships to drive more business feel exhausting at times? Let’s automate it.

• Turn clients who already like you into vocal promoters and uncover unhappy clients who might cancel.
• Flip a switch to stay in contact with clients and improve retention, cross-sells and reviews.
• Automate text messages, emails and handwritten cards to create your own campaigns that run 24/7.

No contract or set-up fees. See how Rocket Referrals works—view all the features

Integrated Raters

HawkSoft can share data from our management system with all major comparative raters serving Independent Agencies.

Integrated Carriers

Use our Carrier Integration and Download List to explore which carriers and lines of business are available to your agency with HawkSoft.

Bridge

HawkSoft has partnered with Bridge (by The Kotter Group) to offer a preferred subscription rate. Agencies that purchase Bridge through HawkSoft will receive $5 off their per-user monthly subscription. This discount does not expire, so you continue to save off retail prices. (Valid on new Bridge accounts registered through HawkSoft).

Lightspeed Voice

HawkSoft has partnered with Lightspeed Voice to offer a preferred extension rate. Agencies that purchase Lightspeed Voice through HawkSoft will receive $15 off their monthly per-extension rate. Lightspeed Voice does not have different tiers of product like many other providers, so this discounted price includes all functionality. Offer valid for new signups through HawkSoft.

QuickBooks Online

HawkSoft and Intuit are partners. This allows us to offer preferred rates to QuickBooks Online (QBO) subscriptions. Agencies that purchase a QBO subscription through HawkSoft save money on the same exact service they would purchase directly from Intuit’s website.

RingCentral

HawkSoft and RingCentral are partners. Our partnership allows us to offer a one-time credit to agencies that sign up for RingCentral through HawkSoft. Use the 'Learn More' button below to see details on this special offer.

TurboRater

HawkSoft is proud to integrate with ITC TurboRater. TurboRater’s web-based system offers real-time rating, underwriting, and single screen quote entry, making it quick and easy for your agency to provide accurate rates to your clients. HawkSoft has partnered with ITC for an exclusive offer to HawkSoft agencies: get TurboRater's Enterprise Plan at no extra cost when you sign up through HawkSoft.

Learn more about TurboRater and how it works with Hawksoft to improve your efficiency. Learn more at getitc.com