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HawkSoft

Name: HawkSoft
Rating: 4.5 (2 reviews)

By HawkSoft

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Highlights : About HawkSoft

Agency Intelligence

Client/Customer KPI Report

Rater Integration

Carrier Downloads

Built-in ACORD Form Library

About HawkSoft

HawkSoft is an insurance management solution designed for independent agencies. HawkSoft offers workflows for commercial and personal lines and an auto-documentation process that builds a trail of every client interaction. HawkSoft’s core package includes the reporting suite, Agency Intelligence, giving agents access to vital business metrics and sales pipeline management tools. HawkSoft offers drag-n-drop functionality, real-time quoting, downloads, e-signature, phone integration, QuickBooks integration, pre-fill ACORD forms and certificates of insurance, batch email marketing and texting.

Specifications

Business Size

Small

Deployments

Premise, Cloud

Language Support

English

Platforms

Product Details

Features

Agency Intelligence

Client/Customer KPI Report

Rater Integration

Carrier Downloads

Built-in ACORD Form Library

PDF Writer

Personal and Commercial Workflows

Actional Sales Pipeline Reports

Carrier Website Integration

Accounting Tools Integration

Pre-fill ACORD Forms and Certificates of Insurance

E-mail Marketing

Retention Alerts

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