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
Avoid negative trends before they become problems. hawke.ai compiles your marketing data and turns it into an easy to read, comprehensive dashboard for efficient analysis. It helps you identify problems and provides benchmarking statistics so that you can prevent them from happening. Are media spending too much? Are your results not as you expected? Your campaigns are just...not working? hawke.ai will be your second set of eyes and let you know when something is falling behind. Optimize spend across platforms, benchmark performance, review suggestions. hawke.ai's powerful analysis tools will save you time and enable your team to make better decisions. You can customize however you like: integrate with Google Data Studio or share white-label reports. hawke.ai generates reports that contain the exact data points you need at exactly the right time.
API Access
Has API
No
API Access
Has API
No
Integrations
Canopy Connect
Yes
Certificial
Yes
Facebook Ads
No
Flip
No
Formstack
Yes
Gaya Ai
Yes
Google Ads
No
Google Analytics
No
Levitate
Yes
LinkedIn
No
Integrations
Canopy Connect
No
Certificial
No
Facebook Ads
Yes
Flip
Yes
Formstack
No
Gaya Ai
No
Google Ads
Yes
Google Analytics
Yes
Levitate
No
LinkedIn
Yes
Pricing Details
No price information available.
Free Trial
Yes
Free Version
No
Pricing Details
$89 per month
Free Trial
Yes
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
No
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
Hawke Media
Founded
2013
Country
United States
Website
hawke.ai/
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
Marketing Analytics
A/B Testing
No
Campaign Management
Yes
Channel Attribution
Yes
Customer Journey Mapping
No
Dashboard
Yes
Performance Metrics
Yes
Predictive Analytics
Yes
ROI Tracking
Yes
Social Media Metrics
No
Website Analytics
Yes