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A Unique Product

Technology is the number one external force impacting today’s insurance market. Technologies such as agency management, social media, digital platforms, telematics, and analytics are redefining our market, impacting marketing, distribution, customer service, pricing, and the purchasing of insurance. Insurance Agency Network is working to bring a “new” technology platform to our associates and prospects directly or as a service to their agency.

For Independent Agents to survive, they must meet carriers’, customers’ and prospects’ expectations and still carve out a window of opportunity. Technology is the tool that will enable them to carve out this opportunity and succeed. Transform and implement today to ensure a more competitive and successful tomorrow.

Choose the right agency management system!

HawkSoft® agency management system delivers the most value for your investment. Agencies that use Hawksoft have seen dramatic improvements in employee productivity, efficiency, sales and retention, and workplace happiness and organization.is built around the agent’s workflows, not the other way around.

What's so special about HawkSoft's agency management system?

Insurance agency management systems have become a cottage industry, with nearly as many vendors out there as insurance carriers. How does HawkSoft's insurance agency management software stand out in serving independent agencies?

• Provides intuitive PL and CL policy management.

• Increases efficiency and reduces costs

• Boosts sales and improves client retention.

• Standardizes processes across policies and carriers.

• Automates documentation and mitigates E&O

• Helps staff keep track of tasks and schedules.

• Keeps KPIs up front with easy reporting and analytics.

Turn your agency into an insurtech powerhouse with our strategic insurance software technology at its foundation. HawkSoft's insurance software solution works harder and smarter for your agency with the tools and technologies you need to succeed in the ultra-competitive modern insurance industry.

Why Hawksoft

#1 value in management systems

• All core features to manage, grow, and measure your agency

• Live and immediate support by phone and remote login

• No long-term contracts

• #1 in customer satisfaction with a 97% first-call resolution rate

• Every phone call is answered in less than 2 minutes, on average

• #1 data conversions team; we'll move more.texe

HawkSoft’ s unique approach to cloud

Unique cloud platform combines the powerful performance and efficiency of a desktop app with the convenience of cloud-based data that can be accessed from anywhere, on any device. You’ll enjoy the full set of features on your office PC or laptop and have access to important features on the go via browser login.

1. Desktop application

All features

The desktop app delivers the full, comprehensive set of HawkSoft features on your office workstation or anywhere you take your laptop.

 Native Windows app installed on your office PC or laptop

 Accessible anywhere with internet connection

 Automatic data backup & retention

 World-class data security

 Export your data on demand

2. Mobile browser

Many features

Key data, reporting, and management features will be available via browser login so you can access them from any device, anywhere.

 Client & policy data (view info & add logs)

Task management

Analytics & reporting

Trust accounting & commission management

Carrier download management

Agency setup & user management

Agency Management that allows your agency to thrive!

Agency Management software from Hawksoft stands out for serving independent agencies. An insurance software solution that works harder and smarter for your agency with the tools and technologies you need to succeed in the ultra-competitive modern insurance industry. Turn your agency into an insurtech powerhouse with our strategic insurance software technology at its foundation.

Key Benefits

• Easiest system to learn - HawkSoft is first and foremost optimized for personal and commercial lines workflows. This means it's easier to train staff and run your agency with HawkSoft as compared to other systems.

• Genuine people. Privately-owned business - HawkSoft is not an institutionally-owned company. that is accountable to many shareholders. They report to two stakeholders: our customers and our employees. Agencies using HawkSoft say that working with their employees is like a breath of fresh air.

• On-going education on running a thriving business - HawkSoft does not limit the education to just the Hawksoft system. They work together to learn about running a business – marketing, sales, service, operations, hiring, security, self-development, employee motivation, analytics, and much more!

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 less. Get a complete picture of your clients without jumping through endless screens

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

• Retention Alerts - Get notified with a list of clients that need immediate attention. 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.

• HawkLink Browser - Turn 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.

Agency Intelligence fuels your agency’s success.

Agency Intelligence™ is a powerful data analysis engine. Get your agency's Book Of Business, retention, cross-sell, and sales pipeline KPIs (key performance indicators) in one place. Easily determine what's working and not working in your agency's marketing, sales, retention, and production strategies.

• Arm yourself with the right numbers to make informed business decisions and monitor the pulse of your agency.

• Expose and assign opportunities for account rounding, cross selling, and sales pipeline forecasts.

• Drill down to get details on the policyholders that make up the data behind each KPI.

• Create custom reports you can run with one click.

Intelligent Customer and Policy KPls (key performance indicators) and customizable Sales and Retention Tools make monitoring the pulse of your agency automated and more reliable than ever. Agency Intelligence is built right into the HawkSoft management system.

There is no additional cost for this important insight into your agency’s metrics and KPIs. HawkSoft believes that independent agents know how to do their jobs far better than a developer. In building Agency Intelligence™ HawkSoft turned to real independent agents and thought leaders in the insurance industry.

Agency Intelligence is Unique

Agency Intelligence is a core feature of HawkSoft and available at no extra cost. We don't believe your agency should be hostage to additional fees to get the vital analytics that can impact business decisions and the future of your agency. All metrics and sales and retention tools are included in the HawkSoft system.

Business Intelligence

One dashboard to monitor the pulse of your agency.

• Customer & Policy KPls - KPls tell a story about the overall health of your agency. Drill down from this snapshot to see detailed policy-level data behind each of these KPls. Filter by performers like carrier, office, and producer.

o Identify trends.

o Compare results between time periods.

o Create custom reports with policyholder details in just 1 or 2 clicks.

• Sales and Retention Tools - Forecast revenue, discover account rounding opportunities, and identify revenue-generation bottlenecks before they become problems. Get clear visibility into sales and retention.

o Intuitive sales pipeline

o Uncover and assign opportunities for account rounding, cross-selling, and follow-up tasks

o Quickly identify and vet leads and prospects

View client data from the web on any mobile device.

Agent Portal gives your agency freedom to view client data from a web browser on any mobile device smartphone, tablet, or laptop—all included in your HawkSoft subscription at no additional cost. Whether you’re at lunch with a prospect or on the road headed to an insured’s home or place of business, Agent Portal brings details like contact information, policy data, and coverages to your fingertips.

• Access Anywhere - Log into Agent Portal through a web browser on any device using your HawkSoft login.

• Easy Client Lookup - Search a name, business, address, phone number, or email anywhere on the client file.

• Control Access - Control which employees have access to Agent Portal with user permissions.

• View Policy Data - See General Policy Information at a glance or drill deep into coverages, vehicles, hazards, and more.

• One-touch Contact - Place a call or send email to a client with a single tap from their contact info.

• Launch Maps - Tap an address to launch it in your device's map application.

Client and policy info at a glance

• View clients contact info at a glance and launch a call, email, or address with one tap.

• View all policies on the client file, grouped by active and inactive. Select a policy to see details like policy number, carrier, premium, and effective/expiration dates.

• Drill deep into the Auto, Boat and Home policies for detailed information.

• See important details for Commercial policies, like Hazards and Scheduled/Unscheduled items.

• See the list of personal profiles for the client and select one to view details like date of birth.

Nourish client relationships to achieve the best results.

Automated Communications should be the center of a harmonious ecosystem of integrated insur-tech solutions. HawkSoft+ offerings create a seamless, unified experience with simplified billing and streamlined setup and support. HawkSoft automated communications product provides comprehensive client communications, feedback, and review management features as part of the HawkSoft experience.

HawkSoft + Rocket Referrals - This all-in-one solution delivers complete policy management and automated communications solution, so your agency can get more done with less effort. Your staff can spend their workday in HawkSoft while the communications and follow-up task assignments happen automatically in the background through Rocket Referrals.

Automated client communications

• Set up automated communications - Choose from a large library of email templates or build your own in a few clicks

• Enable web chat on your website, Facebook, and Google - Answer questions instantly and identify repeat visitors

• Send personalized cards (including 20 per month) - Rocket Referrals’ proprietary handwriting technology makes each note feel special.

• Add TCPA-ready client texting (additional fee) - Text clients using your existing agency phone number.

• See all client conversations in one place - See communications and feedback from all channels in one central location.

• Use each client’s preferred sending method - Automatically send communications through the channel each client is most responsive on

Client feedback & analysis

• Send automated Net Promoter Score (NPS) surveys - Discover which clients are satisfied and unsatisfied.

• Get alerts on at-risk clients - Save clients before it’s too late and boost your customer retention.

• Monitor results with AI-powered analytics - Easily understand and categorize feedback without combing through individual responses.

Online review management

• Manage and respond to reviews - Manage Google and Facebook reviews in one place.

• Automatically collect reviews - Requests are sent gradually over time, not all at once

• Ask the right clients - Ask satisfied customers and automatically exclude those who have already given a review.

• Improve local SEO - Reviews boost SEO and increase the number of people that find your agency online

Manage your full range of trust and operating accounting.

Accounting offers a complete solution to perform comprehensive trust and operating accounting tasks by way of a partnership with Intuit QuickBooks®, the #1 accounting software for small businesses. This partnership allows trust and operating accounting to flow seamlessly between both systems, eliminating double entry. HawkSoft® also leverages this partnership with QuickBooks to offer a discount on QuickBooks Online subscriptions to HawkSoft users.

All insurance (trust) accounting is done in HawkSoft. Bank (operating) accounting is done in QuickBooks®.

Together Everyone Achieves More

Client Services offers billable consulting services to give your agency the boost it needs to optimize productivity and growth. While our Product Support team is available to answer basic workflow and technical questions, sometimes you need more training to acquire deeper knowledge to perform core functions with confidence. HawkSoft’s Client Services can be a part of your team, providing recommendations on how to maximize the use of HawkSoft and help you accomplish more when resources may be stretched thin.

Benefits of working with HawkSoft’s experts

• Improve and Accelerate Training - Get new hires quickly up to speed on the basics of HawkSoft, or train staff on the responsibilities of another coworker who is going on leave.

• Regain Valuable Time - Relieve or help staff with tasks like creating customized reports, email templates, database cleanup, or developing a cadence for recurring tasks. Being able to offload these duties helps you refocus your time on servicing policyholders and building relationships.

• Refocus Your Hiring - Refocus your agency’s hiring on insurance talent (producers, CSRs, account managers) instead of spending lost time on training and tedious tasks.

• Scale Your Resources - Grow your agency with no obligation to pay additional salaries or benefits on tasks that can be accomplished with our team’s help.

Service Menu

Services can be purchased as a standalone project or on a recurring basis. You can mix and match the services as needed! Hawksoft will do an analysis of your requested project and deliver an estimate of fees. Services are billed at $150/hour with a 2-hour minimum. Services will begin after your signed approval. Discounts are offered on longer projects.

Packages

What's Included

Running activity reports, review Policy Company Setup, and make recommendations on how to gain efficiencies based on best practices. Training sessions are provided as needed.

Setup suspense/log templates

Policy company maximization

Hawklink mapping of carrier websites

Clean Up Package Report clean up: recommendations to achieve more accurate reporting

Policy Company Setup Review

Archival of old clients

Quarterly cleanup schedule

Data Replace to fix missing or invalid info

New Features Package Train staff on new features from recent releases

Provide customized training on any feature your agency is interested in Recurring Tasks Package Helping you bring cadence to running daily, weekly, or monthly reports, performing file maintenance, or any task of your choice that bogs you down.

Give your clients flexibility. Give your staff efficiency.

HawkSoft E-Signature™ (powered by Formstack Sign, formerly InsureSign) allows your agency to get documents signed, stored, and logged to the right client file in HawkSoft with ease. Securely send documents for digital signature, track status, and receive notifications of completed signatures. Give your clients the flexibility to sign paperwork through an easy interface from any phone, tablet, computer, and browser.

• Text or email documents for e-Signature from within HawkSoft

• Get documents signed faster

• Eliminate the need for paper, handling, and filing errors.

• Mitigate your E&O exposure with a digital record.

• Consolidate the storage of all communication and documents to a single system.

Your agency’s clients can sign documents from their mobile phone, tablet, or computer. This saves your clients the hassle and time of printing, signing, scanning, and emailing paperwork.

Benefits of working with HawkSoft’s E-Signature™

• Simplify Your Workflow - Agents no longer need to wait for a physical signature on documents or squint at blurry scanned copies. Send, receive, and file all the forms you need right from within HawkSoft.

• Texting - Send signing requests via text message. Research shows customers respond faster to text messages than email.

• Reusable Forms - Reusable documents are perfect for self-service forms like a job application or release of liability waiver. The document is hosted at a URL on your website and can be filled out and signed again and again.

• In-person Signing - Customers can electronically sign documents in person, using any supported tablet or mobile device.

• Secure (Paper Trail Included) - Store a digital receipt with time and date stamp of every signature. Digital signatures are secure, legally binding forms of documentation that ensure sensitive information doesn’t get lost in the mail.

• Automatically Documented - Bundle and send multiple documents to clients in a single text message or email. Documents are logged to their respective client files when sent. When a client digitally signs a document, it can easily be added to the client file as a permanent record.

• Advanced Branding Custom Landing Page - After signing, promote your brand by redirecting clients to a custom page like your agency’s home page, social media, or review website.

• Gmail / Outlook Integration - Connect your Gmail or Outlook contacts so you can quickly send documents to customers for digital signature.

Go beyond a rater with quotes direct from carrier websites.

HawkLink® for Google Chrome provides a powerful data mapping and form-filling tool for carriers and insurance websites. Agents can process their day-to-day transactions with speed, accuracy, and efficiency through direct integration with virtually any website that is available in Chrome. Get accurate, bindable quotes instead of ballpark estimates — not to mention keystroke-free policy servicing — with less hassle, in less time. Why pay for a rater when you can use HawkLink for Google Chrome at no additional cost?

One tool for all carrier and policy servicing needs. No additional cost Take client quoting and data connectivity to new heights. HawkLink can be used for almost any quoting or policy servicing need, flooding clients and policy data to websites for:

• Bindable quotes

• Billing and payment inquiries

• Policy changes/endorsements

• Payment processing

• Premium finance

• E&S markets

• City, county, and state assessments

• App markets

• Comparative raters and more

How HawkLink Works

• Auto-fill agency, client, and policy data into carrier websites. Search data, create quotes, retrieve county records, or send payment with ease.

• Hawksoft Google Chrome is an extension for the Google Chrome browser. It connects to your Hawksoft database, allowing you tot auto-fill agency, client, and policy date into forms and fields on a website.

• If a website is not already mapped, an agent can easily do so by selecting a field on the website and double-clicking the desired data point in HawkLink.

• Hawklink will remember the mapping automatically and on each future visit it will know to place data in the same spot.

• Mappings can be shared within an organization – a site only needs to be mapped once for an entire agency to benefit.

• Mapping data can be shared back to Hawksoft. They vet them and, if approved, they will be added into the repository of crowd-sourced mappings so all of Hawksoft partner agencies benefit.

Use crowd-sourced mappings or create your own.

HawkLink for Google Chrome can automatically flood data onto 304 websites and counting. HawkLink’s website mappings remember which HawkSoft data belongs in each field on a website, so data is automatically flooded each time you visit the site. Use crowd-sourced website mappings, which are submitted every day by HawkSoft agents, carriers, and vendors for hundreds of common carrier and insurance websites or create your own mapping for any website that’s available in Chrome!

Gift your clients 24/7 access.

Mobile App for Insureds gives your clients what they expect, instant access to their policies, coverages, ID cards, and payment options on every device they use and anywhere they are. Increase referrals, delight your clients and unleash the power of an amazing client experience and watch your revenue skyrocket. HawkSoft integrates with multiple partners that offer mobile apps, providing 24/7 service on-demand for your clients.

• Policy Access - Clients can access home and auto policy details and ID cards on mobile devices.

• Files & Documents - Clients can share important files like photos, accident and claim reports, or home inventory.

• Agency Customization - Set up branding for your agency, send notifications via app, and collect referrals and reviews.

Mobile app partners that integrate with HawkSoft.

GloveBox® unlocks seamless workflows for agents and clients, eliminating manual hassles, and generating delighted policyholders. Simplify Workflows and Engage Your Customers Like Never Before. Unleash growth with effortless ease and deliver your clients amazing convenience dramatically decreasing service time.

Insurance Agent App® has unmatched features, functionality, value and empowers your clients to handle low-value service needs, building trust through self-service. For enterprise-level features, functionality, and value, there’s no comparison! Your client list is worth a lot of $$$, which is why IA App will never reserve the right to sell your clients’ data.

InsuredMine™ elevates your insurance experience with CRM technology. Where client information meets automation excellence and innovation never takes a break. A go-to platform for insurance agencies, offering easy-to-use solutions to manage your insurance needs now and in the future. All in one integrated CRM.

Tired of insurance accounting?

Managed Accounting Services are categorized into three products that each offer three tiers of service. There are no contracts, so you can cancel or change services at any time. While the services for each product and tier are standardized, Hawksoft can provide additional services such as payroll or bank reconciliation on an ad hoc or recurring basis for an additional fee, and we’re happy to bundle multiple products or add-ons.

Service

Menu (Ask about bundle pricing)

Service Elite Preferred Essentials

Commission Reconciliation

Maintain and update commission tracking spreadsheet

Reconcile all downloaded statements

Obtain commissions statements from carrier websites

Reconcile all statements sent to HMA

Reconcile agency bill items if requested

Request missing statements from agency

Inform agency of missing policy information

Prepare and send reports advancedbasicbasic

Trust Accounting

Receipt customer payments/process deposits in QuickBooks

Reconcile and pay company payables daily w eekly

Provide weekly NR and A/P reports

Reconcile trust bank account

Provide commission/agency fee transfer information to agency

Provide monthly trust validation report

Provide discrepancy information to agency

Provide bank reconciliation report to agency

Operating Accounting

Receipt income daily w eekly

Record vendor payables daily w eekly

Record payroll journal entry (if not using Intuit integrated payroll)

Process payroll (using 3rd party provider); upload retirement, HSA contributions, etc.

Reconcile operating bank account

Reconcile credit card statements

Provide Profit & Loss Statement and Balance Sheet at month end

Work with client's CPA to prepare for year end

Provide discrepancy information to agency

Provide bank reconciliation report to agency

Additional Services (available separately or as add-ons) Payroll

• Process payroll on your schedule through full-service provider.

• Wage reconciliation report (quarterly)

• Update new or terminated employees.

Bank Reconciliation

• Reconciliation report

• Notes on entries that appear incorrect or need further review.

• Report corrected to your agency to be fixed.

Integrated Home & Auto rating with all major raters

Rating with HawkSoft - Home and Auto rating is an essential part of your business, helping you offer your clients the benefit of choice when it comes to carriers. HawkSoft offers your agency the same level of choice in comparative raters. We integrate with the top raters in the industry, offering you the freedom to choose the best rater for your state and clients' risks. HawkSoft provides seamless integration that floods client data directly into the rater for quick and easy quoting, no matter which rater you prefer.

• Single Entry - HawkSoft floods client data directly into your chosen rater, saving time and eliminating repetitive data entry.

• Choose Your Rater - Choose the rater that offers the most carriers for your clients, in your state(s). HawkSoft integrates with all major raters to create a seamless rating experience.

• Quote Home & Auto - Your clients expect quick Home and Auto quotes. A comparative rater provides accurate rates across multiple carriers in seconds.

HawkSoft can share data from their management system to the following comparative raters, that IAN partners with:

TurboRater® eliminates the need to enter quote information into multiple companies’ websites decreasing the opportunity for data entry errors and is easy to use and accurately rates auto, homeowners, condominium, and renters’ policies. When you rate with TurboRater, you can be confident in the quotes you provide your clients with.

PL Rating™ is the independent agency channel’s leading comparative rating solution that enables agencies to offer multiple competitive quotes. With standardized workflows, real-time carrier connections, and time savings through 3rd party integrations, it creates competitive advantages to helping close business faster.

EZLynx® web-based technology allows you to get instantaneous quotes The days of entering consumer information individually into each carrier’s system is over. One-time data entry yields dozens of comparative quotes in just seconds. You can even log into your EZLynx account on your mobile device to access quotes on the go.

Semsee® automates cumbersome tasks while accelerating small commercial quoting for independent agents by providing fast, accurate quotes from multiple carriers through a single-form submission enabling agents to spend more time consulting clients, generating revenue, and growing their book of business.

Modernize your agency with self-service options.

HawkSoft Self-Service Certificates puts the power in the hands of your policyholders. Publish Certificates of Insurance from HawkSoft to a secure web-based portal. Insureds can then add or edit certificate holders, generate certificates, and send them to the cert holder. Save time and work for both the agent and the insured, making the burdensome process seamless for everyone.

• 24/7 Access - Insureds generate certificates at any time and from any device or browser.

• Cert Holder Flexibility - Insureds can select or add cert holders and email the certificate to them.

• Save Time - Eliminate phone calls from the insured and time spent creating certificates for new holders.

• No Login - No password to remember insureds use their email address and a verification code.

• Control Cert Access - Choose who receives access links. Revoke certificates from web portal at any time.

• Unlimited Certificates - Flat $49 monthly fee per agency. No per-certificate fees.

How it works

Integrated texting that meets federal requirements.

Text Messaging - The TCPA, a law passed by the US Congress, mandates that your clients grant permission to receive texts from your agency. HawkSoft Text Messaging has built-in functionality that requests permission from your recipient to meet this requirement. HawkSoft sends one-click opt-in texts to insureds, automatically opts out clients who use the STOP keyword, and displays the opt-in status for each mobile number on a policy.

• Integrated Texting - Open a texting window from within the client’s file in HawkSoft. Conversations are saved in one place for future reference.

• Automated Opt-in & Opt-out - Manage client consent requirements with automated opt-in, opt-out, and opt-in status capabilities.

• Agency-Level Visibility - Conversations aren’t confined to one person’s phone. Multiple people can see text messages and easily pick up the conversation if someone is out of the office.

• Desktop Notifications - Get desktop notifications only for the conversations that matter to you.

• Choose Your Number - Text from your main agency phone number or choose one with your local area code.

• Images & ID cards - Send ID cards via text, and receive images sent from clients. Drag & drop images to client files.

• Eliminate Duplicate Work - Mark texts as processed once action is taken to clear them from the agency’s queue. Filter your view to see only unprocessed texts.

• Permanent Record - See a permanent, uneditable record of the client’s entire text history.

• Filter Conversations - Filter messages by client, conversations you follow, or unprocessed messages.

3 ways your agency can use texting.

1. Alert clients about renewals, changes to coverage, or other policy updates.

2. Send appointment reminders to keep your visit top-of-mind for clients

3. Receive images for claims, inventory, and more from clients via text.

$20/month with unlimited texts and users

Build a modern digital presence.

Insurance Agency Websites - Your digital presence starts with a beautiful website built for the modern agency. HawkSoft has partnered with Agency Revolution to provide a comprehensive website package for agents. Designed to attract leads with SEO in mind, Agency Revolution’s personalized websites help convey your unique value and act as a launching pad for your marketing efforts.

Modern and Responsive

• Professionally designed & easy to navigate

• Easy to update.

• Optimized for SEO

• Monitor traffic with Google Analytics

Pre-loaded with Content

• Insurance specific content

• Engaging and shareable via email and social media

• Videos, articles, infographics, etc.

Add-On Tools Drive More Traffic

• Automated campaigns

• Custom emails with featured content

• SEO and paid search services

HawkSoft’s Preferred Website Partner

Forge™ website platform is flexible enough to meet your agency’s unique goals and vision while looking amazing. Forge lets you tell your agency’s story, leverage lead generation, integrate with real-time analytics, and engage and educate with built-in tools. Build and grow your online presence with easy-to-navigate websites.

Add-Ons to Enhance Your Experience.

Business Texting - Send, receive, automate text messages, connect over text message, and send automated messages to reach people where they are.

Local Listings - Keep your business info accurate and Capture more traffic by showing up across 50+ directory listings with accurate info.

Reputation Management - Manage your online reputation and grow your reputation by highlighting, tracking, and following up on client feedback.

Social Media - Automatically post to socials and Access a library of social content, automated posts, and customizable options to post.

Forge Dashboard - Access a central hub to view form submissions, unlock sales tools, and reach our dedicated support team.

Interactive Graphics - Forge comes with 50+ exclusive interactive graphics that engage and educate your clients and prospects alike on insurance in a simple, easy-to-understand way.

Integrations – API and Solution Partners

Insurance Agency Network (IAN) and HawkSoft® have relationships/partnerships with InsurTech Vendors to provide “state of the art” technology solutions and services, at reduced/discounted costs enabling Hawksoft users and IAN Associates to build new business models, processes, and systems that ensure longevity in today’s digital world.

Additional Information regarding Product Features and Pricing for these and other vendors can be found in the IAN “Technology Guide for Independence,” available upon request.

HawkSoft® API Partners – API Vendor Partners leverage open platforms and APIs to integrate with HawkSoft agency management system. A Hawksoft Partner API creates and provides best-in-class solutions to expand and complete your Agency Tech Stack.

Websites

Comparative Rating

PL Rating™ is the independent agency channel’s leading comparative rating solution that enables agencies to offer multiple competitive quotes With standardized workflows, real-time carrier connections, and time savings through 3rd party integrations, it creates competitive advantages to helping close business faster.

EZLynx® web-based technology allows you to get instantaneous quotes. The days of entering consumer information individually into each carrier’s system is over. One-time data entry yields dozens of comparative quotes in just seconds. You can even log into your EZLynx account on your mobile device to access quotes on the go.

Customer Relationship Management (CRM)

AgencyZoom™ is an industry-leading sales analytics and customer engagement automation solution that meets agencies’ modern needs to grow and service their book of business. Built by insurance agents for insurance agents, AgencyZoom provides the tools needed to drive sales growth and client retention.

ClientCircle™ helps create and manage every step of your relationships for a flawless experience for everyone your employees included. Turn prospects into happy customers, and happy customers into promoters. You no longer need to worry about missing a step and you’ll be able to accomplish so much more with fewer resources.

Levitate® integrates with your existing AMS to streamline your marketing efforts. Become a 5-star agency with timely, personalfeeling content for all types of insurance, easy Google Review generation, and your own dedicated Success Specialist. AI innovation with the authenticity of human touch? Nothing artificial here.

Pathway® streamlines insurance agency client communication, marketing automation, and workflow management operations. Features include prospect nurturing, document management, quote follow-ups, claims notifications, insurance policy management, reporting, and integration with most management systems.

Podium's® AI is built to talk to more leads, set more appointments, and follow up for your business Never miss a lead again see every call, text, website chat, review, and third-party app message all from a consolidated inbox. AI requests reviews after each sale and responds to customers on review sites, helping you rank high on Google.

Business Phone Solutions

Agency Operations

Lead Generation

Renew King® is a hands off service, so you can focus on running your agency. You don’t need to do anything. It is a completely done-for-you client follow up service and marketing program that keeps your customers engaged. The biggest difference is the way they generate reviews and the service instead of another software you need to learn.

Lightspeed Connect® is more than just VOIP. It goes above and beyond a conventional phone system. The reliable user-friendly system makes staying connected easy to improve client experience, elevate business’s performance, and connect their staff with a fully supported, easy to use, customizable client communications platform.

Bridge™ is a complete communication suite for insurance agents that combines CRM, eSignature, text messaging, live website chat, web forms, automated marketing, advanced VoIP phone system and many other tools. Bridge combines them and lets agents easily document everything in their management system for E&O compliance.

epaypolicy® starts with the customizable payment page, branded to your business. Your customers will love the convenience of online credit cards and ACH payments, but the benefits don’t stop there. Say goodbye to paper checks and hello to an insurance-centric solution both your clients and your team will love.

leO™ equips sales professionals, agents, and brokers with the tools they need Their "Personal AI Sales Assistant" interfaces with agency management systems and third-party data sources to give agents easy access to information about existing and potential customers and business opportunities, facilitating the insurance policy sales process.

HawkSoft® Referral Partners – Referral Partners of Hawksoft offer special pricing or promotions to HawkSoft users and IAN Associates. A Hawksoft Referral Partner provides best-in-class solutions to expand and complete your Agency Tech Stack.

Comparative Rating

BOLD PENGUIN® Terminal is a leading small business insurance quote platform making the quote and bind process quicker and more profitable for all parties – agents, brokers, and carriers. Reach multiple carriers at once through current appointments or gain access to new carriers and products with sub-appointments through Bold Penguin.

formstack® Sign is a digital document signing app that lets you eSign documents on any device. An electronic signature (or eSignature) is simply a digitally captured signature. Streamline your document signing process with Formstack Sign. Collect secure, legally-binding eSignatures from anywhere, on any device.

Customer Relationship Management (CRM)

Business Phone Solutions

Agency Operations

Business Consultants

Back Office Support

ClaimSetter™ handles property insurance claims from start to finish. Reduces recovery time from months to days. They prepare residential and commercial property insurance claims, pay contractors for material and labor, and monitor the reconstruction. It's quick, straightforward and removes the risk and pain for policyholders and contractors.

RingCentral® empowers businesses to communicate effortlessly through the cloud. Uses the power of AI to unlock conversational insights making every employee and customer experience smarter, and everyday work more productive and efficient. Bring employees and customers together with the world's #1 business communications platform.

Canopy Connect® is an insurance data intake platform that makes it easy for clients to share their insurance information and allows agents to view verified coverages, premiums, limits, deductibles, dec pages and more. Faster, more accurate quotes that win, so you can spend more time building rapport and guiding them through the coverages they need.

Archway® Computer is a premier IT support company that specializes in providing cutting-edge technology services for independent insurance agencies of all shapes and sizes. Their proactive strategy is designed to preemptively address IT issues before they have a chance to adversely affect your agency.

MarbleBox™ helps insurance agencies reduce the administrative load so you can focus on building stronger client relationships and growing your book of business. Clients trust you to guide them through life’s uncertainties, and that’s your superpower. But paperwork, data entry, and back-office management? That’s the job of Marblebox.

Pricing and Features

Insurance Agency Network Pricing

Initial Start-Up (setup, training and implementation)

Coversion from prevous Management System

Base

Additional Fee per User (10% Discount)

Hawksoft User Group Membership

Contract

General Features

24/7 access to policies, coverages, and ID cards

Accounting + QuickBooks Integration

ACORD Forms

Actionable Sales Pipeline Reports

Agency Intelligence™

Agent Portal (access client & policy data on mobile devices)

Auto-documenting system

Carrier Downloads

Carrier Integration and automatic data fill with carrier websites

Commission Reporting

Custom Workflows

Document management with drag-n-drop

Email marketing

Integration with all Major Raters

Letters and templates

Pre-fill ACORD Forms and Certificates of Insurance

Renewal and Account Rounding Reports

Sales Reports and CRM Pipeline

Unlimited Training and Support

Uprate alerts notify you when premiums increase

Virtual Printer (PDF Writer)

Website Lead Capture/Integration

Workers' Comp

X-Date Tracking

* No monthly price increase for duration of the two-year agreement with HawkSoft. If the member agency terminates their agreement during the two-year term, the agency must pay the remaining balance for startup, on-time fees (setup, training, and implementation).

API Integrations and Referal Partners

API Integrations

Comparative Rating

ZYWAVE (Turbo Rater)

SEMSEE

Customer Relationship Management (CRM) Agency

Additional Cost Discounts

IAN

Business

Lead

Referal Partner Solutions