HawkSoft Agency Management
Agency management system designed to improve retention, growth, and measurement for insurance agencies.
Overview
HawkSoft Agency Management is an agency management system tailored for insurance agencies to enhance operational efficiency and client service. It provides tools for retention alerts, lead management, and actionable reporting to support proactive client engagement and agency growth.
The system offers features such as batch communications, sales funnel tracking, cross-sell and upsell reporting, and detailed agency performance metrics. HawkSoft emphasizes data ownership and provides resources to help agencies understand and maintain control over their client data.
HawkSoft has a strong focus on customer support and long-term client relationships, with a high recommendation rate and average agency retention of 18 years.
Key Features
- + Retention Alerts to identify clients needing attention
- + Lead Management with sales funnel categorization
- + Cross-sell and upsell reporting
- + Batch email, letter, and text message communications
- + Actionable agency performance reports
- + Monthly close ratio and commission tracking
- + Data ownership advocacy and resources