HawkSoft
Point of Contact: Linda Anderson, Sales Manager
Available Services: Agency management system for independent agencies looking to grow their book, establish workflows that retain clients and measure the progress and health of their agency.
IAOA DISCOUNT: 30% off one-time setup fees
Since 1995, HawkSoft is a leader in insurance agency management systems. Created by independent agents for independent agents, HawkSoft powers thousands of agencies and is committed to helping push the Independent Agent channel forward.
Agencies that use our system have seen dramatic improvements in employee productivity, efficiency, sales and retention, and happiness. Agent owners can get a clear strategic picture of their business with automatic reporting that provides key metrics for sales, operations, and top performers. This vital Agency Intelligence is a core feature of HawkSoft and these advanced reports are available at no extra charge.
The HawkSoft Difference
•No binding contracts or data fees if you ever decide to leave
•97% recommendation rate by agencies that use our system
•Agencies using our platform stay on it, on average, for 18 years
•93% first-call resolution by industry-leading customer service
•Proprietary auto-documentation system builds a history for all client interactions
•Auto-fill client/policy information to any carrier site or agent portal without the need of a comparative rater
•Virtual documentation – no paper, printing, scanning, or re-attaching files
Our Promise To You
We stand behind this promise: your investment in HawkSoft will pay for itself in the first year.