Integrated texting that meets federal requirements
Built-in with HawkSoft at no additional cost
Federal compliance comes built in
The TCPA, a law passed by the US Congress, mandates that your clients grant permission to receive texts from your agency. HawkSoft Text Messaging has built-in functionality that requests permission from your recipient to meet this requirement. HawkSoft sends one-click opt-in texts to insureds, automatically opts out clients who use the STOP keyword, and displays the opt-in status for each mobile number on a policy.
Open a texting window from within the client’s file in HawkSoft. Conversations are saved in one place for future reference.
Automated Opt-in & Opt-out
Manage client consent requirements with automated opt-in, opt-out, and opt-in status capabilities.
Conversations aren’t confined to one person’s phone. Multiple people can see text messages and easily pick up the conversation if someone is out of the office.
Get desktop notifications only for the conversations that matter to you.
Dedicated Agency Number
Your agency is assigned a unique texting number with a local area code.
Receive images from clients via text. Simply drag and drop to attach images to client files.
Eliminate Duplicate Work
Mark texts as processed once action is taken to clear them from the agency’s queue. Filter your view to see only unprocessed texts.
See a permanent, uneditable record of the client’s entire text history.
Filter messages by client, conversations you follow, or unprocessed messages.
3 ways your agency can use texting
- Alert clients about renewals, changes to coverage, or other policy updates
- Send appointment reminders to keep your visit top-of-mind for clients
- Receive images for claims, inventory, and more from clients via text