Documenting a Client
(1m 36s)
HawkSoft is self-documenting, logging every client interaction which reduces E&O. This easy-to-use platform helps your agency improve its day-to-day workflows.
Text Messaging
(1m 49s)
Enhance your agency's responsiveness and strengthen client relationships with Hawksoft's integrated Text Messaging solution.
Managing Daily Tasks
(1m 54s)
Keep your team organized and responsive by integrating tasks seamlessly into your agency's workflows.
Downloads
(1m 9s)
Efficiently import and reconcile downloaded data, ensuring your agency's records remain accurate and up-to-date.
Reporting
(2m 15s)
Leverage Agency Intelligence to make informed decisions that drive growth and enhance client relationships.
Batch Email
(1m 38s)
Send clients personalized emails in just a few clicks, saving time and maintaining a personal touch.
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.
Correspondence Templates
(1m 31s)
Streamline your agency's client communications by creating customized templates for emails, letters, text messages, and more.
