Tired of insurance accounting?
Introducing Insurance Accounting Automation
Give your staff the ability to focus their resources on their core competencies while offloading your agency’s insurance accounting needs to a trusted partner.
Our certified professionals understand the interplay between insurance bookkeeping, agency management systems, and carriers. HawkSoft Managed Accounting’s experienced team of bookkeepers and commission specialists are proficient with both HawkSoft and Quickbooks.
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Changing how modern insurance agents handle bookkeeping
HawkSoft Managed Accounting has taken the stress of agency accounting off our plate. We are engaged with professionals who are extremely knowledgeable in all aspects of insurance accounting while providing timely, comprehensive service.
Hawksoft Managed Accounting continues to provide an efficient and cost-effective solution to our agency’s growing accounting and financial needs with pleasant and positive team members.
Benefits of Managed Accounting
Improve Accuracy of Accounting
Improve the accuracy and timeliness of your accounting by taking advantage of proven processes and certified bookkeepers trained on insurance accounting.
Regain Valuable Time
By offloading accounting tasks you can refocus your time on high-impact activities like servicing policyholders, building meaningful relationships with your clients, community outreach, marketing, and sales.
Refocus Your Hiring
Refocus your agency’s hiring on insurance talent (producers, CSRs, account managers) instead of back-office operations like bookkeeping and accounting.
Scale Your Resources
Grow your agency with no obligation to pay salaries or benefits
Choose Which Services
Our Managed Accounting services are categorized into three products that each offer three tiers of service, depending on how much assistance your agency desires. There are no contracts, so you can cancel or change services at any time.
While the services for each product and tier are standardized, our team can provide additional services such as payroll or bank reconciliation on an ad hoc or recurring basis for an additional fee, and we’re happy to bundle multiple products or add-ons.
Managing my agency is so much easier with HawkSoft’s managed accounting service. The team ensures our trust and operating accounting, direct bill commissions, and payroll are done correctly and on time. They review our monthly expenses and find creative ways to save money. Their team is part of our agency family, and we can’t imagine doing our accounting without them.
Yes! I want to learn more about HawkSoft Managed Accounting.
Schedule a discovery call with our team and we’ll consult with you to determine your agency’s needs and which products and tier of service will best suit your agency. Scheduling this call secures your place in line if you choose to proceed with HawkSoft Managed Accounting, but does not obligate you to purchase any service from us.