HawkSoft brings sanity to your workday by helping you take control of retention, growth, and staff productivity. Providing innovative solutions since 1995.

Joined December 2010
902 Photos and videos
Standardize renewals and service communications without duplicating data thanks to our enhanced integration with Pathway. This new two-way integration allows for mutual customers to reduce manual follow-ups with automated engagement tracking. #HawkSoftPartner Learn more 🧵
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How do you handle renewals? 🤔 Anthony Schulz from @Prostar_ins built an over 90% retention rate with a simple strategy: call every personal lines client before renewal for a coverage review. Click the link below to learn more from Anthony 🧵
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HawkSoft retweeted
Do you still own your book or are you signing your book over? The first question every agency owner should ask before joining a network. Michael Ley from HawkSoft breaks it all down in the season 3 finale of Connected Conversations. #insurance #podcast
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"If it isn’t in HawkSoft, it didn’t happen." Join Peggy Sellman over on the HawkSoft User Group (HUG) blog as she shares tools in HawkSoft that help her agency achieve their goals. One being: running book of business reports to understand where money is made/lost. More info 🧵
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Welcome RevitPay to the #HawkSoftPartner Program! 👏 RevitPay processes payments directly in HawkSoft, helping agencies accelerate premium collection, automate reconciliation, and improve cash flow visibility. Learn more by clicking the link below 🧵
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HawkSoft retweeted
Austin Panter's favorite part of the job? Supporting people at the worst moment of their life and helping make them whole again.
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Welcome to the #HawkSoftPartner program, Voley! 🥳 Voley centralizes every client conversation (texting, web chat, and other messaging channels) into a single, supervised, and defensible system accessible directly inside HawkSoft or in a modern dashboard. More info below 🧵
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A practical path to AI implementation, according to #HawkSoftPartner Cara. 1️⃣ Start with a high-volume workflow 2️⃣ Map the current workflow 3️⃣ Introduce AI as an assistive layer 4️⃣ Integrate into existing systems 5️⃣ Expand across workflows and teams Learn more 🧵
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HawkSoft retweeted
If your tech stack runs your agency…you’re not independent. Own your data. Connect your systems. Take back control. Read more: hubs.li/Q04fhp8q0
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A fantastic episode with HawkSoft customer, Kevin Panter! Give it a listen below. 👇
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Take control of your agency's future with data-driven business insights through our new partnership with IA Valuations. This partnership will allow for mutual customers to gain actionable insights for growth planning, carrier negotiations, and M&A opportunities. More info 🧵
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Are you unlocking the full potential of the data in your AMS? 🤔 @AgencyRev joins us over on the HawkSoft blog to discuss how your agency can see growth in client retention with smart automations. More info 🧵 #HawkSoftPartner
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