Feature Tour

Grow your book

• Website Lead Capture
• Email marketing
  • Easy campaign-setup directly from reports
  • Upsell additional coverage
  • Cross-sell more policies
  • Market to prospects in your sales funnel
• Sales Pipeline Reports
• Submission Tracking
• Sales Proposals
• Home and Auto Rater integration
• Carrier quoting & connectivity
• Workers' Comp
• Import/Export

What good is investing in fancy tools if they are too difficult to use? HawkSoft delivers an all-inclusive management system to grow your book of business with the ease-of-use that allows your staff to quickly learn and apply the tools.

Retain more clients

• Uprate alerts notify you when premiums increase
• Carrier Downloads automatically retrieve carrier policy documents
• Auto-documenting system using proprietary Action Menu
• Activity tags to easily view & report on client interaction topics
• Robust task management for client & agency tasks
• Document management at no extra cost. Store all files in the management system.
• Account Rounding & Renewal Reports
• Batch Email
• Rater integration for easy requoting
• Text messaging built into the system at no extra cost
• Insured mobile app gives your clients 24/7 access to policies, coverages, and ID cards
• Agent Portal gives your staff browser-based access to clients, policies, and coverages from any internet-enabled device
• Self-service Certificates portal lets your clients access, add, or edit certificate holders, generate approved certificates, and send to the cert holder.

Your bread and butter depends on client retention. The intelligent automation built into HawkSoft allows you to automatically learn of clients that need urgent attention. The auto-documentation system ensures every client interaction - whether it is a phone call, incoming email, text message, or an email campaign - is logged as history.

Measure performance

• Agency Intelligence™ reporting and KPI engine
• Commission management & statement importer
• Accounting + QuickBooks integration

Check your agency vitals with our Agency Intelligence dashboard. You can also create custom reports at any time using our Report Generator.

Commission Importer saves hours of work and hundreds of dollars in bookkeeping expenses every month. Import Excel or CSV commission statements with fields automatically mapped to HawkSoft's accounting system.

Communication Tools

• Email marketing
• Text messaging
• Phone system integration
• Carrier downloads
• HawkLink Browser - integration and automatic datafill with carrier websites
• Letters and templates
• Document management with drag-n-drop
• Built-in ACORD Form Library
• Pre-fill ACORD Forms and Certificates of Insurance
• Virtual Printer (PDF Writer)