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
Optimize essential workflows to drive sustainable growth. Agencies require a structured approach to seek and secure new business while simultaneously offering exceptional service to retain existing clients. Equip your agency with cutting-edge technology to automate routine tasks, enabling you to provide outstanding value to both prospects and clients. By leveraging technology, you can stay ahead of qualified leads and maintain your current client base, enhancing your sales, renewals, and service processes. Transform the entire journey—from lead generation to contract renewals—by utilizing the innovative tools offered in the Zywave Sales Cloud. Elevate your competitive edge with our all-inclusive suite of resources designed to generate fresh leads, foster relationships with prospects and current clients, and optimize servicing workflows. This robust platform simplifies your entire sales approach, allowing you to identify and engage new leads effortlessly, manage communications seamlessly, and take charge of prospect meetings by presenting actionable insights. With these tools at your disposal, your agency can achieve remarkable efficiency and effectiveness in all areas of operation.
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
Zywave BrokerageBuilder
No
Zywave CPQ
No
Integrations
Canopy Connect
No
Certificial
No
Formstack
No
Gaya Ai
No
Levitate
No
Pathway Insurance Software
No
RenewalCompass
No
Sonant
No
Zywave BrokerageBuilder
Yes
Zywave CPQ
Yes
Pricing Details
No price information available.
Free Trial
Yes
Free Version
No
Pricing Details
No price information available.
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)
No
In Person
No
Vendor Details
Company Name
HawkSoft
Founded
1995
Country
United States
Website
www.hawksoft.com
Vendor Details
Company Name
Zywave
Founded
1995
Country
United States
Website
zywave.com
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
Insurance Agency Management
Claims Management
No
Commission Management
No
Contact Management
No
Document Management
No
Insurance Rating
No
Life & Health
No
Policy Management
No
Property & Casualty
No
Quote Management
No