Agency Management System
Your agency management system is your most important employee. Choose a worthy one.
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
2 Secrets to Agency Nirvana
- Use automation to drive efficiency
- Choose an intuitive system that your staff can easily learn and apply
5 Questions Agencies Wished They Had Asked Before Choosing a Management System
“We fell in love with HawkSoft. The Monday morning we came to work after the data conversion, my entire agency was working in HawkSoft without any training. It's that intuitive!
HawkSoft updates their software so many times, and they never charge us for it. You’d be a fool not to take this system.”
#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 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.
All the reports you want.
No additional cost.
Powerful reports for Renewals, Close Ratio by producer, Activity Reports by CSR or office, Revenue per client, Retention, Prospecting, and much more.
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.
"HawkSoft is the one system that improves our agency productivity with exceptional features and utilization of current technology."
"Re-quoting business and documenting files have never been so easy. HawkSoft makes us more efficient and organized. Every independent agency should consider it."
"HawkSoft allows me to get all of my work done in a regular workday, leaving me time for family."