Features & Quick Stats
PL and standard CL agencies
Key Features
- Quick and easy producer onboarding
- Effortless compliance
- A single source of truth for your agency
Core Business
Licensing compliance
How AgencyZoom (test) Helps Independent Agents & Brokers
AgentSync empowers insurance carriers, agencies, and MGAs to unleash operational efficiencies, reduce risk, and fuel growth.
Integrations
Salesforce
Partnerships
Salesforce, Varicent
Subscriber Deals
Catalyit Team Review
A Powerful CRM Solution to Maximize Your Sales and Service Process
Published: Jan 8, 2024
Key Features:
- Custom Workflows: Tailor your sales and service pipelines to fit your unique needs.
- Insightful Reporting: Get a clear view of your business performance, from close ratios to new policy data.
- Service Capabilities: Automate client onboarding, endorsements, and renewals to boost retention.
- Automated Tasks: Set up reminders and follow-ups, freeing you up to focus on what matters most.
Things to consider:
- System Compatibility: Double-check if AgencyZoom works seamlessly with your management system.
- Lead Integration: Confirm if your lead provider can integrate with AgencyZoom.
Summary:
Created by independent agents, HawkSoft is a leading insurance agency management system for agencies looking to grow, retain, and measure their book of business. With an easy-to-use interface, HawkSoft provides effective workflows for personal and commercial lines of business. Users can customize some tasks using Hot Buttons, which assists in reducing the number of steps in the workflow. Users can easily perform daily tasks such as endorsements, notes, document storage, suspense, ACORD forms, and track sales activities using the Sales Pipeline. HawkSoft currently offers two implementation options: online and local in-office installation. A new, updated browser-based version is in the process of rolling out to new and existing customers.
Key Features:
- Two-Click Rule – HawkSoft tries to implement a two-click rule for most items within a workflow
- Access to Live Customer Service
- Data Ownership
- Agency Intelligence – Reporting
- Sales Pipeline
Personal Lines Rater:
Personal Lines Rating integration is provided for most personal lines raters, along with carrier integration using HawkLink. This helps agencies obtain quick and accurate quotes for their clients. With the addition of the HawkSoft API, other leading insurtech products can integrate their solutions, providing a robust technology suite. For a more detailed list of integrations, please visit the HawkSoft Partner Page.
Reporting:
Some of the key functionality of HawkSoft resides in the ability to provide reporting on key performance indicators using their Agency Intelligence Reporting. Agency Intelligence provides staff and owners insight into the key data needed to manage the agency and help improve performance. When it comes to managing production, the Sales Pipeline provides an in-depth overview of the sales process.
Accounting:
All insurance (trust) accounting, including commissions and end-of-day reports (payments), is provided within the system. General Ledger accounting is done through HawkSoft’s integration with QuickBooks.
Downloads:
Communication with carriers is easy using HawkSoft’s download capabilities. Downloads are provided using IVANS and Team-Up. Downloads for Policy Data, Claims, eDocs, and Direct Bill Commissions are available with most carriers. (Contact HawkSoft for a complete listing.)
Support:
As a user, you become a member of the HawkSoft family. Customer service is one of the most important aspects of HawkSoft, with many of its staff having prior experience working in agencies. They are also open to enhancement requests. Don’t forget the HawkSoft User Group, a great way to interact with other Hawksoft users.
Training and Setup:
Most onboarding and training can be completed within 30 to 45 days. HawkSoft offers training guides, training videos, webinar sessions, and live online meetings.
Integrations with Third-Party Programs:
HawkSoft is one of the leading systems for providing access to outside vendors that want to connect to their management system. They have a long list of connections in place and are very open to almost anyone who wants to integrate. This is a real plus for an agency.
Data Ownership:
HawkSoft’s Agreement Terms & Conditions states that “Client Data remains the sole ownership of the Customer.” Agencies can download their data at any time at no cost.
Final Thoughts:
HawkSoft is a great system for most any size agency. Most of their users are small to mid-size. It provides a simple, easy-to-use interface along with exceptional agency intelligence reporting. Customization of Hot Buttons allows users to reduce the number of keystrokes for daily tasks. Basic insurance accounting is available. For general ledger accounting, you will need to use the QuickBooks integration. They have a simple licensing agreement that is not term-based, but rather month-to-month, and do not charge for data extraction or early termination fees. If your agency is looking for a privately-owned vendor focusing on customer service, HawkSoft would be a great fit.
* Unbiased review based upon information and insights available.
Product FAQs
Online Applications & Forms
ACORD-Are you able to capture client data from a CRM and/or AMS?
Yes
ACORD-Are you able to combine multiple forms into a single form?
Yes
ACORD-Are you able to prefill data from outside databases based on location, vehicle registration, etc.?
Yes
ACORD-Are you able to email applications?
Yes
Agency License Management
ALC-Are there any additional fees for updates, support, or additional users?
Yes
Agency Management System
AMS-Ability to import schedules?
Yes
Benefits Quoting & Management
BENF-ACA tools included in system to ensure compliance with state/federal regulations (incl tracking of mandated coverages/benefits)?
Yes
Outsourcing
BPO-AMS familiar with
Data Example
Quoting – Commercial Lines
CLQ-Are class codes built in?
Yes
Customer Relationship Management
CRM-Are customers able to leave reviews on outside platforms using built-in integrations?
Yes
Cybersecurity & IT/MSP
CYBER-Automatic vulnerability scanning capabilities included?
Yes
CYBER-Align WISP plan to insurance industry compliance drivers?
Yes
CYBER-Assist in resolving any cyber event issues?
Yes
CYBER-AI-based penetration testing?
Yes
Data Analytics
DAPD-Are advanced computer skills required to use your system?
Yes
Electronic Signature
ESIG-If there are any critical features that were not covered in this survey, please list them.
Example
Mobile Apps
MAPP-Can the agency see app usage metrics to determine the effectiveness of the solution?
Yes
Marketing & Sales
MKTG-Can you set reminders to internal employees based on a customers actions?
Yes
Digital Payments & Premium Finance
PFDP-Any additional information you would like to add that Catalyit customers should know or clarifications for any of the above questions?
Example data
Quoting – Personal Lines
PLQ-Are the quotes provided to consumers an indication or a bindable quote?
Indication
Training
TRAINING-Allow agencies to create custom educational courses?
Yes
Phone Systems
VoIP-Additional remarks on dedicated bandwidth
Data
User Community
The HawkSoft User Group (HUG) provides access to tools and resources for your insurance agency to grow and evolve. Membership to the HawkSoft User Group is free to all HawkSoft agencies.