HAWKSOFT

Features that you won't find bundled together anywhere else

• Unified Client File Access policies, docs, accounting, log notes, and contact info within 4 clicks or fewer. Get a complete picture of your clients without jumping through endless screens

• Automatic Documentation Our proprietary ACTION MENU system builds documentation, behind-the-scenes, as you engage the workflow. No separate step required.

• Retention Alerts Get notified with a list of clients that need immediate attention. A follow-up task is assigned to your staff when a client's renewal arrives higher than a threshold that you define. Attend to clients you're at risk of losing before it even gets that far.

• Virtual Printer Scan, document, and log any website or program to a client file. It's our own PDF writer.

• Hawk Link Browser Turns the chore of working with multiple carrier websites into a few simple clicks. It floods policyholder data from HawkSoft into carrier websites. Minimize data entry and errors. Save hours every month.

• Batch email marketing Create, test, and send emails directly from any report (such as monthly renewal or cross-sell reports). Email contents are logged in the Unified Client File so any member of your staff can pick up where the last person left off. Follow-ups can be automatically scheduled on your staff's calendar.

• Text messaging Use your local office phone number for sending/receiving. Clients know who the text is coming from because their Caller ID resolves the number to your agency's name. Client replies are documented for E&O.

• Permission-based user setup Control how, where, and which staff accesses data. Define access by user, time, or IP. Multi-office agencies can segment access by location.

• Concierge-like utility builds staff agendas Eliminate the employee management hassle of designing each staff member's to-do list. HawkSoft builds a daily agenda of reminders and tasks. Your staff has their list ready to start their day. Nothing slips through the cracks