Monthly close ratio by producer, policies per client, commissions by carrier, retention, book of business reports, and much more. Allows many windows open at once in case we get client calls one after another. We've been members for about five years and have enjoyed our experience more than the other management sytems we've used in the past. Anthony Rollins Rollins Insurance. I wish you were able to open another window by just clicking another tab verses Ctrl, Alt, N.
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What good is investing in fancy tools if they are too difficult hawksovt use? There are many features that enable us to save time when handling our clients.
HawkSoft Software
Management is delightful to work with and very receptive to agency needs. Every HawkSoft agency gets the complete management system, not a lunch menu that nickel-and-dimes them for every feature.
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Attend to clients you're at risk of losing before it even gets that far. HawkSoft offered an innovative and affordable solution to this issue and since being with them, they have been a superior partner in adapting to emerging technology and taking user suggestions to improve the product.
I am a mostly commercial agency and use download.
Feature Tour
I most appreciate the support and dedication of Hawksoft to help us succeed in using Hawksoft. They price their systems to accomodate both large and small agencies.
Their people never make you feel like your issue is insignificant or that your computer skills are lacking Hawksoft is an affordable, yet feature-rich agency management program for small to medium sized insurance agencies. I'm actually struggling with finding something I don't like about HawkSoft. It takes a bit of time to fully learn all the features it has to offer. Intuitive - easy to use.
hawksogt
The Monday morning hasksoft came to work after the data conversion, my entire agency was working in HawkSoft without any training.
Very well structured for windows use.
HawkSoft Software - Reviews, Pricing & Demo
Some of the things I would expect to match up do not and we have to adjust them manually. The only thing that I don't like is that you are very limited to what you can customize for individual use.
We don't limit the education to just hawksogt system though. Simple to install and maintain. While at national user group conference, agency owner to founder of HawkSoft "I wish we could do this in HawkSoft. If you have a question, you can check the training guide real fast.
Sagar from Pi tech Solutions Pvt. Has been very positive - we always know help haksoft just a phone call away if we need it. Agencies using HawkSoft say that working with our employees is like a breath of fresh air.
The support staff is wonderful whenever you have to call in to ask a question. At the end of the day, we're just in the trenches doing our work and you're trying to find a system that will be simple, fast, efficient, and effective. Your staff has their list ready to start their day. They're a fantastic company.
Which makes the ease of doing business that much smoother for our agency. Retention Alerts Get notified with a list of clients that need immediate attention. I guess you get what you pay for. On a scale ofI rank Hawksoft an 11! We chose Hawksoft because we were told that every line of business could be combined into 1 management system except for investments of course and that is not as simple as it sounds.
Never miss an important policy event or follow-up.
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