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Metrics Galore, All in One Place

Agency Intelligence™ is HawkSoft’s powerful data analysis engine. Get your agency's Book Of Business, retention, cross-sell, and sales pipeline KPIs (key performance indicators) in one place:

  • Arm yourself with the right numbers to make informed business decisions and monitor the pulse of your agency
  • Expose and assign opportunities for account rounding, cross selling, and sales pipeline forecasts
  • Drill down to get details on the policyholders that make up the data behind each KPI
  • Create custom reports you can run with one click

Agency Intelligence is built right into the HawkSoft management system. There is no additional cost for this important insight into your agency’s metrics and KPIs.

"Agency Intelligence is awesome!
Not only do I get summarized info, but with 2 clicks I can drill down deeper into the data."

Joe Hershey, CPCU, CIC Definitive Insurance Solutions, LLC

HawkSoft believes that independent agents know how to do their jobs far better than a developer. In building Agency Intelligence™ we turned to real independent agents and thought leaders in the insurance industry. Chuck Blondino, of Safeco Insurance, penned an insightful analysis of successful agencies that echoes much of what our internal research revealed. You can read Grow Your Agency & Improve Your Marketing by Tracking Key Metrics here (we highly recommend it!).

...marketing efforts should be the result of knowing where your new business comes from, and how much revenue you make from the new business, so you can focus on how to drive in more and keep more.

Chuck BlondinoSafeco Insurance