Increase Agency Productivity & Efficiency
- An average of 3% of documents are lost or misfiled and have to be recovered at an alarming cost of $120 per document.
- The average office worker makes 61 trips per week to the fax machine, copier and printer.
- It costs about $25,000 to fill a four-drawer filing cabinet and over $2,100 per year to maintain it.
(Source: Gartner Group, Coopers & Lybrand, Ernst & Young)
Today's Electronic File
- No more putting the customer on hold to pull the file
- Allows you to electronically store anything you would put in a paper file and more
- High-speed scanning allows for paper document storage
- Digital photos
- Email correspondence
- Company Downloads
- Information from websites and other electronic media
- Digital recordings (i.e. voicemail messages)
- Customer information is more “portable”
- Send letters with pre-filled information
- Create ACORD Forms faster and with fewer mistakes
- Move customer information to company websites
- Move customer information to and from rating software
- Email ACORD Forms, letters, change requests, etc. without printing or faxing
Increase Retention and Customer Satisfaction
- Every policy/customer file on every desktop. Access information with the click of a mouse.
- Complete file history easily viewable without “digging” through a paper file
- Let the software “remember” customer information for you, including: prior insured vehicles, drivers, customer birthdays, and billing info
- Cross sell needed products
Reduce E&O Exposure
Quickly Document All Conversations
- Staff is more likely to document if they can quickly retrieve the customer file versus pulling the customer file to write a note
- Self-Documentation
- As transactions are created, HawkSoft automatically creates transaction history
- Create Follow-ups
- No more lost post-it notes
- Automatic reminders
- Find and correct problems before the insured calls
- Record and Track Customer Payment
- Date/Time stamp
- E&O carriers recommend offsite copies of documentation
- Not possible with paper files - Catastrophic loss (i.e. Fire means complete loss of customer documentation)
- Electronic files can be backed-up and stored anywhere and have an unlimited number of copies
- More timely and accurate information
- Out of order papers in the paper file causes incorrect information to be given out
- Downloaded information means you have updated information before the customer
- Develop and monitor agency procedures
Increase Sales Opportunities
- Marketing reports on the customers that already know and value you
- Cross sell
- Referral requests
- Mass mailing form letters
- Re-quote prospects
- Regular customer contact
- Birthday mailings
- Holiday mailings
- Policy review at renewal
Increase the Value of Your Agency
More Effective Management of Agency
- Track company commissions
- Better trust account management
- Track new business production
- By producer
- By company
- Identify changes in your market faster
- Track customer contact
- Activity reports
- Monitor adherence to agency procedures
- On average, agencies that use automation have 1.4 fewer employees per 1000 customers
- Electronic files are more efficient than paper files
- Increased efficiency means increased profitability
- Agencies that use automation have higher values at time of sale
- Faster and more accurate customer service increases policy retention
“HawkSoft has positioned our agency to be more efficient and organized. Re-quoting business and documenting files has never been so easy. Every independent agency should consider HawkSoft." |
Anthony Rollins
Rollins Insurance, Florence, KY
