HawkSoft is committed to being your partner and helping you succeed. We encourage you to use these resources to help choose a worthy management system.

• Capabilities of a great system
• Questions to ask all vendors before choosing a management system
• Converting to HawkSoft
• 3 questions to ask vendors about your client data
• Why Automate?
• Why HawkSoft is Unique
• Agency Intelligence Reporting Suite
• The HawkSoft Story and Core Values
• HawkSoft User Group (HUG)

Client Emails & Phone #s
Today, you can request from your Nationwide Sales Manager, free of charge, a CSV file containing email addresses and phone numbers for a client. Requests should be delivered in July.

Old Log Notes
In December 2020 all Nationwide agencies will receive, free of charge, a backup CSV file containing old log notes (from AGCM) for all policies (prospects, active, and inactive).

If you need old log notes prior to December, an agent may request the following, free of charge, from their Nationwide Sales Manager beginning June 1, 2020

• eDocs for active policies: Agents may request the download of old log notes (from AGCM) for all active policies. The data will be in the form of policy specific eDocs, downloaded via IVANS, and will become available to you in July.
• CSV files for prospects, active, and inactive (exception request): Nationwide’s standard is to not allow early delivery of CSV files. However, agents may request an early delivery of a CSV file containing old log notes (from AGCM) for all policies (prospects, active, and inactive). There is no guarantee that this early request will be granted. If the exception is granted, files will be delivered in July.

Importing files into HawkSoft
HawkSoft can take your eDocs and CSV files and import the data into our database for a flat fee of $250 per file, assuming no additional changes are requested by the agency.

• Cornerstone (former EZLynx customer)
• BRIQ Insurance (former EZLynx customer)
• HawkSoft vs. EZLynx
• HawkSoft vs. QQ Catalyst
• Bethel (former AMS360 customer)
• Arneson
• HawkSoft User Testimonials

HawkSoft has helped many agents like yourself transition from a captive agent to being independent. It can be overwhelming comparing the various management systems. Join us and other Nationwide agents as we take you on a weekly tour of HawkSoft’s features and capabilities. We will help you gain a better understanding of what workflows you will need as an independent agent and how HawkSoft can help meet those needs.

First webinar: Thursday, March 5th, 2020

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