We’re a Team: Together Everyone Achieves More

Sometimes unforeseen events (such as COVID-19), staffing changes, or a period of fast growth can affect your available resources, making daily tasks seem overwhelming. HawkSoft’s Client Services offers billable consulting services to give your agency the boost it needs to optimize productivity and growth.

While our Product Support team is available to answer basic workflow and technical questions, sometimes you need more training to acquire deeper knowledge to perform core functions with confidence. HawkSoft’s Client Services can be a part of your team, providing recommendations on how to maximize the use of HawkSoft and help you accomplish more when resources may be stretched thin.

Without the exceptional work of Cindy Frink in HawkSoft Client Services, who runs our analytics and crunches numbers on a monthly basis, our agency would be lost -- like endeavoring on a long road trip without a map or GPS. With HawkSoft’s help we are able to monitor the pulse of our agency, know how our producers are performing, and make impactful business decisions to successfully guide the future of our agency. I love that I don’t have to remember to do it! The reports are there and ready when I need them.

Mike Greenstein Waterford Insurance Center, Winter Springs, FL

Benefits of working with HawkSoft’s experts

The HawkSoft Client Services team is available to supplement your existing staff on a per project or recurring basis.

Service Menu

Services can be purchased as a standalone project or on a recurring basis. You can mix and match services as needed!


We will do an analysis of your requested project and deliver an estimate of fees. Services are billed at $150/hour with a 2-hour minimum. Services will begin after your signed approval. Discounts are offered on longer projects.

Packages What’s Included
Optimization and Customization Package

Workflow Recommendations
We run activity reports, review Policy Company Setup, and make recommendations on how to gain efficiencies based on best practices. Training sessions are provided as needed.


  • Setup suspense/log templates
  • Policy company maximization
  • HawkLink mapping of carrier websites

Clean Up Package
  • Report clean up: recommendations to achieve more accurate reporting
  • Policy Company Setup Review
  • Archival of old clients
  • Quarterly cleanup schedule
New Features Package
  • Train staff on new features from recent releases
  • Provide customized training on any feature your agency is interested in
Recurring Tasks Package

We’ll help you bring cadence to running daily, weekly, or monthly reports, performing file maintenance, or any task of your choice that bogs you down.

Schedule a discovery call with HawkSoft Client Services

Want to learn more about HawkSoft Client Services’ consulting packages? Schedule a discovery call where we can learn more about your agency’s needs and prepare a custom quote. Scheduling this call does not obligate you to purchase the service from us.

Schedule a call with HawkSoft Client Services

Home » Client Services