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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
Custom-branded mobile applications that empower your customers to shop, schedule services, process payments, and perform various tasks directly from their smartphones are essential. We provide seamless online shopping experiences that work harmoniously with your existing software systems. Our interactive showroom and cashier kiosks simplify self-service and accommodate all payment methods, including cash transactions. With a strong foundation in insurance, we deliver diverse agency and carrier services designed to enhance your online sales and customer service capabilities. You can monitor your sales and marketing performance in real-time through user-friendly dashboards. Additionally, our call center technology ensures a dependable method for processing payments and providing services over the phone. QuotePro offers comprehensive web, mobile, and kiosk solutions that facilitate quoting, selling, and securely accepting payments, whether online or in a physical store. Our advanced analytics dashboard allows your team to effectively track sales and pinpoint potential areas for business growth. This holistic approach ensures you stay ahead in both customer engagement and operational efficiency.
API Access
Has API
API Access
Has API
Integrations
Canopy Connect
Certificial
Formstack
Gaya Ai
Pathway Insurance Software
vBots
Integrations
Canopy Connect
Certificial
Formstack
Gaya Ai
Pathway Insurance Software
vBots
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
HawkSoft
Founded
1995
Country
United States
Website
www.hawksoft.com
Vendor Details
Company Name
QuotePro
Founded
1991
Country
United States
Website
www.quotepro.com
Product Features
Insurance Agency
Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management
Product Features
Insurance Agency
Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management