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