CRM / Marketing Automation Miscellaneous

Contact info

To learn more, contact:

Remarketing, Endorsement, and Proposals within HawkSoft.

What makes us unique?

Built by insurance professionals who understand operations and processes, most agencies are addressing service issues by adding more personnel, both onshore and offshore.

Service Center by b atomic changes the equation by offering API and automated services to account managers and CSRs. Finally, owners can grow their agencies without the headaches of hiring, training, and management. This means that the lowest cost of service finally makes the math work for agency owners.

Features and Workflow

Service Center by b atomic offers a suite of automated workflows that remove manual service processing and transform routine tasks into revenue-driven outcomes. Each feature is crafted to function seamlessly within HawkSoft, allowing your team to dedicate less time to busywork and more time to high-value client service. Below are the key capabilities and workflows that enable this transformation.

  • Automated Remarket - Choose your customers, carriers, and line of business, and let SC quote renewals with your carriers while attaching notes in the policy log in HawkSoft.
  • Proposals - Agency-branded proposals for every renewal, featuring side-by-side coverage and price comparisons, ready for clients.
  • Push Button Endorsement Processing - Access a policy in HawkSoft and click the SC button to create a case and send it for processing.
  • Automated Task Creation/Notification - When SC processes, “tasks” are created in HawkSoft, and an email is sent to your inbox, ensuring nothing slips by your team.
  • Policy Log Notes - Remove the need for manual updates to client notes. SC automatically updates HawkSoft and the carrier.
  • Connected VOIP and Email - Where possible, pre-fill and pre-populate natural language/spoken word service requests for CSR review and sending.

Data Ownership Policy

HawkSoft was provided the following statement by b atomic:

We only retain customer and policy data as long as a customer is active on our platform.

Further information can be found within our Services User Agreement.

HawkSoft has reviewed the resource(s) provided above by b atomic. HawkSoft finds that b atomic supports our general position that an independent insurance agency owns the data they produce.

This should not be interpreted as legal advice provided by HawkSoft. HawkSoft recommends that you carefully review the provided resource(s) from b atomic to make your own informed decisions for your business.