Optimize service, cut costs, enhance workflows with advanced Mobile & Online Customer Service.

What makes us unique?

Insurance Agent App is the only customer service platform that preloads PL & CL Coverage details, including Auto ID Cards, 24/7 and immediately reduces back-and-forth emails, calls, and basic service requests. Insurance Agent App is also the only customer service platform where every service, COI, change request, claim request and shared document is documented as a suspense or log at the policy level in HawkSoft. The two-way automation saves time, reduces errors, and boosts productivity.

Features and Workflow

Insurance Agent Mobile App and Online Customer Service Portal improves workflows, increases productivity, lowers service costs, and delivers fast & easy client self-servicing options with pre-loaded data. Focus on selling and advising and let IA App take care of clients. In addition to self-service your agency branded, multi-lingual app boosts client engagement and referrals.

• App Pre-loaded with Auto ID cards, PL & CL policy coverage details
• Fast, easy bill pay for all carriers and agency bill companies
• Prefilled Change, COI, and Service Requests suspended directly in HawkSoft
• Claims & incident reports prefilled with policy #, vehicle, driver, Lat/long etc. suspended directly in HawkSoft
• Agency branded multi-cadence /multi-email campaigns
• Multi-office data parsing; branded apps for sub-offices with different brand.
• Agency branded: App, Online Portal, ICON, video and social media assets created for you
• Push Notifications
• Easy agent & agency referrals; Property Inventory
• Mutlti-lingual: English, Spanish, and Polish