Choosing a Management System
A great management system can bring sanity to your workday, increase retention, grow revenue, and reduce costs.
Bring Sanity to your Workday
Less time servicing means more time selling
With HawkSoft, you can be the agency that does a transaction in 10 seconds instead of 5 minutes. HawkSoft’s intuitive workflows bring efficiency to your day, giving you more time to nurture your relationships and grow your book of business.
Keystrokes matter to us.
HawkSoft is optimized to quickly handle common everyday tasks. Scan documents or website pages directly into client files. Access carrier websites from within the client file, giving you immediate access to policy info.
Client policies on a single screen in 4 clicks
HawkSoft shows you all policies for a household or business on a single screen. Four clicks is all you need to access complete client data!
Increase Sales & Retention
Access to meaningful data and reports in 2 clicks
Gain instant access to the overall health of your Book of Business, retention, cross-sell, and sales pipeline KPIs (key performance indicators) with Agency Intelligence, HawkSoft’s advanced reporting suite available at no extra charge.
Targeted sales efforts and cross-selling made easy
Capturing website leads into HawkSoft is effortless and can be easily tracked with our automatic documentation capability. Use HawkSoft’s Sales Pipeline to proactively manage prospects and customer relationships and identify opportunities with clients through cross-sell reports.
Grow Revenue While Reducing Costs
Go paperless and save employee time and costs
Scan docs, pictures, and insert a screen-capture from any website or program directly to the client file. Read our Automation Brochure to see how much going paperless can save your agency.
Save on staff costs with intelligent workflows
HawkSoft’s workflows and automatic self-documenting features eliminate double-entry, provide pre-filled ACORD forms, automatically receive policy updates from carriers, and integrate with comparative raters. Cut out the busy-work and save your agency valuable hours and employee costs.
Reduce time to train new employees
Save time and money on employee training with HawkSoft’s intuitive workflows and detailed HELP System which provides easy to understand training guides and videos.