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.
Benefits of working with HawkSoft’s experts
Improve and Accelerate Training
Get new hires quickly up to speed on the basics of HawkSoft, or train staff on the responsibilities of another coworker who is going on leave.
Regain Valuable Time
Relieve or help staff with tasks like creating customized reports, email templates, database cleanup, or developing a cadence for recurring tasks. Being able to offload these duties helps you refocus your time on servicing policyholders and
building relationships.
Refocus Your Hiring
Refocus your agency’s hiring on insurance talent (producers, CSRs, account managers) instead of spending lost time on training and tedious tasks.
Scale Your Resources
Grow your agency with no obligation to pay additional salaries or benefits on tasks that can be accomplished with our team’s help.
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!
Fees
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 Customization
|
| Clean Up Package |
|
| New Features Package |
|
| 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.