What's included in your HawkSoft setup fee?
When you join HawkSoft, we don’t leave you on your own to learn a new system, or force you to rely solely on impersonal resources like help articles. You’ll be paired with a dedicated Software Consultant on our implementation team who has extensive experience using and teaching HawkSoft (average 7 years tenure), with most having worked in independent agencies.
Your software consultant will create a tailored implementation plan for your agency’s first 90 days, based on your specific goals and needs. Personalized training sessions with your consultant are held at the pace and level of depth desired by the agency to make sure your needs are met before, during, and after your move to HawkSoft.
Training includes more than 10 one-on-one sessions on HawkSoft topics like:
- Agency and user setup/configuration and customization
- Creating and managing prospects and customers
- Carrier setup and download processing
- Management functions (maintenance, integrations, data cleanup, reporting)
- Tips and tricks for efficiency in HawkSoft
- Q&A sessions to cover topics important to your agency
“The way the implementation team broke the training down step by step was very helpful, so we weren’t overwhelmed with too much at one time. Having weekly meetings was invaluable. The sessions were mapped out really well, but they weren’t rigid with the agenda. They let our needs regulate each meeting, which was great. Their resourcefulness and helpfulness was incredible. They made you feel like no question was a stupid question.”
Kim Lamb, Lamb Insurance Services
Additional training sessions available
Outside of the sessions with your Software Consultant, additional specialized training sessions are available with experts on HawkSoft’s trust accounting and commission tracking workflows. These complimentary sessions can be held during your first 90 days along with your other training, or any time within your first year.
- Trust accounting
A dedicated Accounting Consultant with experience in independent agencies (average 7 years tenure) can provide training on HawkSoft’s operating accounting workflows and integration with QuickBooks for bank accounting. - Commission tracking
Our Accounting Consultants can also assist with setup for commission tracking and reporting, and provide additional training and materials for these workflows.
“With our previous system, training was mostly video based. With HawkSoft it was live training, and we had hour-long sessions. We were able to ask questions along the way and were still able to ask questions after we had gone through the orientation as well.”
-Joel Dunham, Ovation Insurance
Conversion sessions
For agencies who are moving to HawkSoft from a prior system, we provide additional sessions with a dedicated Conversion Specialist to help you manage the data converted from a prior system. Your Software Consultant will work with your Conversion Specialist to ensure a smooth conversion and communicate with the agency about any issues.
- Conversion preview session to discuss expectations and processes
- Initial data review session to review the data from the initial conversion
- Final review session to review any changes that were requested after the initial review
- Final conversion session to make the agency’s HawkSoft database live
“I would make the move to HawkSoft again in a minute. The way they welcomed us and their helpfulness was amazing. Everybody in the office is very glad that we switched. It wasn’t a scary experience, because the people who worked with us were tremendous. They made the whole process a joy. I’m glad we switched. We’re paying less than with our previous partner and getting more value from it.”
Kim Lamb, Lamb Insurance Services
More resources for new customers
After your first 90 days on HawkSoft, we continue to provide a host of helpful resources to help your agency continue to learn more about HawkSoft.
- HawkSoft User Group
Our user group provides a wealth of resources for HawkSoft, including monthly webinars, example templates to use in HawkSoft, a Facebook group for sharing questions and ideas, and in-person events with agents and HawkSoft experts to help you get more out of HawkSoft.
- Help Portal with videos
Our comprehensive Help Portal guides users through each workflow with simple step-by-step articles, helpful videos, training guides, and interactive learning courses.
- Industry-leading support
Have a question? Pick up the phone and get a real person, based in the US, every time. Ask any HawkSoft customer – they’ll tell you our industry-leading tech support is unparalleled. - Additional services
Need some extra help at your agency? We offer Managed Accounting services for trust accounting, operating accounting, commission reconciliation, bank reconciliation, payroll, and more. For other agency needs, our Client Services team offers billable hours for data cleanup, new feature training, recurring tasks or reports, and more.
