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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Effective client retention stems from your agency’s ability to provide significant value to its policyholders. HawkSoft's Retention Alerts pinpoint which clients require attention, enabling your team to offer proactive support. Ensure that each interaction delivers a remarkable experience. Accomplish tasks in five minutes that would typically take other agencies twenty-five minutes. Optimize your sales pipeline along with your current clients. HawkSoft's Lead Management categories illustrate clients' positions within your sales funnel. Integrated cross-sell and upsell reports help you identify policyholders who may benefit from additional services. Communicate with your clients through batch emails, letters, text messages, and scheduled outreach. Data loses its value if it's difficult to access or utilize effectively. Keep track of agency health and crucial metrics. Analyze monthly close ratios by producer, the number of policies per client, commissions by carrier, retention rates, and comprehensive book of business reports, among other metrics. Our reports are designed to be actionable, allowing you to execute batch emails directly from the report interface for maximum efficiency. Additionally, staying on top of your clients’ needs can significantly enhance your agency’s overall performance.

Description

Mediatrack completely eradicates the necessity for traditional paper contracts. When clients opt to review their booking through the Mediatrack platform and accept the terms, all pertinent details such as reference numbers, issue dates, ad dimensions, pricing, positioning, expenses, and conditions are seamlessly transferred to the production layouts. Additionally, Mediatrack empowers sales personnel by enabling them to display real-time space availability to clients during face-to-face interactions using tablets and other mobile devices, which enhances their ability to close deals efficiently. This innovative platform creates an ideal environment for managing sales teams of any size, whether small or large. Furthermore, Mediatrack assists sales staff by guiding them in gathering essential information regarding their sales prospects and activities. It also facilitates the swift generation of performance reports, detailing the number of contacts made, conversion rates, contract values, and comparative results against individual sales targets, ultimately driving better performance across the board. This comprehensive approach not only boosts productivity but also enhances the overall sales process.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Canopy Connect Yes 
Certificial Yes 
Formstack Yes 
Gaya Ai Yes 
Levitate Yes 
Pathway Insurance Software Yes 
RenewalCompass Yes 
Sonant Yes 
vBots Yes 

Integrations

Canopy Connect No 
Certificial No 
Formstack No 
Gaya Ai No 
Levitate No 
Pathway Insurance Software No 
RenewalCompass No 
Sonant No 
vBots No 

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Pricing Details

$80.00/month
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac Yes 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

HawkSoft

Founded

1995

Country

United States

Website

www.hawksoft.com

Vendor Details

Company Name

Mediatrack

Country

Australia

Website

www.mediatrack.com.au

Product Features

Insurance Agency Management

Claims Management Yes 
Commission Management Yes 
Contact Management Yes 
Document Management Yes 
Insurance Rating Yes 
Life & Health Yes 
Policy Management Yes 
Property & Casualty Yes 
Quote Management Yes 

Product Features

Publishing and Subscriptions

Advertising Management Yes 
Books No 
Campaign Management Yes 
Catalogs Yes 
Circulation Management No 
Content Management No 
Layout & Design Yes 
Magazines Yes 
Newsletters Yes 
Newspapers Yes 

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