All in one multi-channel software and marketing platform.

What makes us unique?

We have decades of combined experience in the Independent Insurance Agency space having built an industry leading software & marketing company. Our focus on both software & digital marketing is very unique in that through our software we can better automate communications and deliver better metrics to clients on ROI.

Features and Workflow

With the click of a button all your contacts and select information can be brought into Anthem CRM to automate email/text communication for such things as cross marketing, birthday, holiday, renewal, and new product promotion to past insureds. You can also order postcards through our CRM! Adding another way to market to your contact database.

• With one click, import multiple client types (Active, Lead, Prospect) from HawkSoft to Anthem Software.
• Optimize automated communication workflows for new and renewing insurance policies.
• Leverage automation to recognize customer events, including holidays and birthdays.
• Social media management and execution.
• Streamline communication processes for roundabout-related claims.