Documenting a Client
(1m 36s)
HawkSoft is self-documenting, logging all client interactions which reduces E&O. This easy-to-use platform improves your agency's workflows.
Text Messaging
(1m 49s)
Enhance your agency's responsiveness and strengthen client relationships with Hawksoft's integrated Text Messaging solution.
Correspondence Templates
(2m 1s)
Streamline your agency's client communications by creating customized templates for emails, letters, text messages, and more.
Batch Email
(1m 39s)
Send clients personalized emails in just a few clicks, saving time and maintaining a personal touch.
Creating a Master COI
(1m 57s)
Create master COIs with ease, ensuring consistency and improving client satisfaction with this powerful tool.
Self-Service Certificates
(1m 47s)
Empower your clients to generate their own Certificates of Insurance (COIs) securely and conveniently, allowing for 24/7 access.
Quote & Bind with HawkLink
(2m 19s)
Use one tool for all carrier and policy servicing needs. Quickly flood information from HawkSoft to virtually any website.
Sales & Retention
(1m 23s)
Improve client retention by tracking new business, renewals, cancellations, and identify new opportunities for growth.
Reporting
(2m 15s)
Leverage Agency Intelligence to make informed decisions that drive growth and enhance client relationships.
