Average Ratings 0 Ratings
Average Ratings 0 Ratings
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
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