HawkSoft and Producers XL Announce Strategic Partnership

We spent four months chasing insurance brokerages. On paper, it was perfect. Compliance requirements everywhere, high document volume, and every broker is buried in paperwork. This had to be our market. We customized demos. Tailored the pitch. Got meetings with mid-size brokerages. In hindsight, the next part is painful. After months working the pipeline, I learned how the industry works. Every insurance brokerage runs on an Agency Management System. Applied Epic. AMS360. HawkSoft. One of those or something similar. Here’s the rub. They’re not tools, they’re businesses in a box. They handle policy admin, quoting, billing, claims, client management, compliance, accounting, and yes, documents. All in one system. Documents aren't a separate function in insurance. They're generated inside the AMS as part of the policy workflow. You can't swap out just the document layer. It's like trying to replace the transmission on a moving car. Given, their document management sucks compared to DoxFlowy, but it doesn’t matter. It’s good enough. And switching AMS platforms? That's a $25K to $80K project that takes 12 to 18 months. Some agencies keep paying for the old system for years after migration because not all the data transfers cleanly. Nobody was going to rip out a piece of their AMS to use us for documents. Even the ones who hated their current setup. That’s the rub. Vendor lock-in is real and almost insurmountable. At least, for us it was. The conversations were always polite. "Looks great." "Let us circle back." Nobody circled back. A market that needs what you sell and a market that can actually buy what you sell are two completely different things. We learned that the expensive way. Refocused on service businesses with lighter tech stacks. Closed more in 8 weeks than we'd pipelined in four months of insurance meetings. Sometimes the smartest market decision is the one you walk away from.

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

The amount of shit you can get done with a manually pulled report from Hawksoft isn't talked about enough.

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 🧵

Thank you @HawkSoft

A fantastic episode with HawkSoft customer, Kevin Panter! Give it a listen below. 👇

Really appreciate the welcome from the Hawksoft User Group team! I’m grateful for the conversations, the energy, and the chance to connect with so many people who are committed to leading well and showing up for their teams. Thanks again for having me - it was a privilege.

Why do we @paradisoins Love @HawkSoft Well family owned and we own the data. Thank you for supporting our agency.

Our move to the new platform was big! Lots of new things coming. Do legacy systems push updates every week? 🤔

@HawkSoft ain’t legacy @RealJeffWhite 🤜🤛 You all are a very established big beefy counterpunch 💪

Remote Virtual Assistant - worldwide 🌐 Pay: $7.00 - $7.00 / hr Requirements: •2 years of experience in personal lines insurance or insurance administration. •Strong understanding of home, auto, renters, and umbrella coverages. •Familiarity with AMS systems (like EZLynx, HawkSoft, or Applied Epic) is a plus. •Excellent English communication skills (written and verbal). •Highly organized, detail-oriented, and comfortable working remotely. •Tech-savvy — proficient in Microsoft Office, Google Workspace, and CRM tools. •Reliable internet connection and availability during U.S. business hours. Apply 👇 laulau.breezy.hr/p/a518e1982…

The Hawksoft story open.spotify.com/episode/0t6…

Wesley is taking over his whole sweet blanket @RealJeffWhite, thanks team @HawkSoft!

Thank you for the feature, @Catalyit! At HawkSoft, our customers' success is our success. That's why creating an intuitive product and offering remarkable customer service is so important to us.

Standing out isn’t easy, but HawkSoft is doing it delivering a true “Purple Cow” experience through innovation, personal service, and smart design. See how: hubs.li/Q03z2x9T0

Going viral on social media isn't the answer. Developing your brand and creating relevant content is the way to go. Recently, I picked up the pen again to write a blog for @HawkSoft titled, "Creating an Effective Social Media Campaign." Give it a read below if you want. 🔗

For sure, I love the hawksoft story.

If it’s any consolation, HawkSoft was one of the early adopters of that saying. This year, we celebrate our 30 year anniversary.

Thanks to partners like @HawkSoft we provide the tools and insights independent agents need to thrive. Their support makes it all possible! 🔗 Learn more about @HawkSoft here: hubs.la/Q03rtX3w0 🔗 Find out more about ACT: hubs.la/Q03rv02l0