Main features of HawkSoft are:
The main benefits of HawkSoft are its rich feature set, ease of use, and great integrations. Here are more details:
Agencies enjoy HawkSoft’s features as it allows them to improve their business operations by providing data-driven insights. This makes decision-making processes easier and more accurate. With its Agency Intelligence feature, it helps companies monitor the trends surrounding itself. The Book of Business tool makes reporting easier and more accurate. Furthermore, the feature enables the viewing of KPIs in their sales pipeline. Information about cross-selling and retention are centralized in the system. These include information about active policies, the average lifetime of average customers, customer retention rates, new policies, leads and more.
HawkSoft also supports many app integrations. Rater integrations are also supported and thus re-quoting is now faster. The platform is fitted with accounting capabilities. The year-end tax preparation is done automatically by the system. Plus, the solution can also be integrated into the accounting tools already being used.
With HawkSoft, users become connected with carrier websites in real-time. Through this, they can communicate with insurance policyholders directly. Transmitting files and other data will be no problem. Updates, too, will be received without a hitch. No switching of program windows is necessary. All of these can be done in the centralized hub.
This information hub is managed by a native document management tool. Certificates, forms, and letters are filed in an orderly way. With a library of ACORD Form and prefilled forms, entering data is easier and less time will be consumed. Making PDF files and editing them is such a breeze as it is automated. This is thanks to the Virtual Printer feature. With these, Certificates of Insurances can be easily pulled up and generated in the platform. All these tools help users streamline their workflows, save time, and increase productivity.
The following HawkSoft integrations are currently offered by the vendor:
HawkSoft pricing is available in the following plans: