IAN - HawkSoft Brochure - 2022

DISCLAIMER: Document Produced and Published by Insurance Agency Network.

Your agency management system is your most important employee.

Hawksoft® realizes that the foundation of your Independent Insurance Agency is built on your management system, so you need to choose a worthy one. It affects the two most important functions of your business – retention and sales. Here are some of the things a management system does for your agency.

•

Arms you with communication tools to market and build relationships

•

Builds history and mitigates E&O by tracking every interaction

•

Designs your staff's daily agenda with a system of alerts, reminders, and tasks

•

Reports on the health of your business and unmet growth opportunities to take advantage of

•

Manages carrier downloads to keep policies updated

•

Brings sanity to your workday with a system of procedures and consistent documentation across policyholders and multiple carriers

Why Choose HAWKSOFT®? #1 in usability - Access all policyholder info and docs in 4 clicks or less! Usability shouldn't take a backseat to functionality. HawkSoft is for those who care about details like reducing the number of steps it takes to complete the actions your agency engages every day.

No contracts - No gimmicky introductory offers - Don't hold your agency hostage to long-term commitments with low introductory offers. These offers mean that your price will skyrocket after the honeymoon is over. Data extraction fees may also be in the fine print.

HawkSoft has no contracts, and your agency retains complete ownership of your data.

Agency Intelligence™ - All your reports, no additional cost - Instantly access your Book of Business, analyze customer and policy key performance indicators, and dive into actionable reports designed to guide your agency to greater success.

Your data, any device - PC, Android, iPhone, iPad, desktop, or laptop. Always get the full HawkSoft system experience and not just a shell with limited features.

HawkSoft builds your daily agenda - Never miss an important policy event or followup. Start every morning with a list of reminders and tasks. To-do lists for your agency staff are automatically created and placed on their Start Page.

Data conversions without excuses - They transfer more data and docs than any other vendor. Client data, log notes, attachments, accounting, carrier setups, and much more. Work with a Conversions Manager who uses a consultative process. Verify data along the way. They leave out the surprises and excuses.

HawkLink™ extension for Google Chrome - The Fastest Way to Get the Most Accurate, Bindable Quotes brings powerful data mapping and a form-filling tool to carrier and insurance websites. Your agency management system is so much more than a digital filing cabinet for client and policy records.

Complete Accounting Solution HawkSoft® 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 business. 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®.

Tired of insurance accounting?

Introducing Insurance Accounting Automation Give staff the ability to focus their resources on their core competencies while offloading your agency’s insurance accounting needs to a trusted partner. Certified professionals understand the interplay between insurance bookkeeping, agency management systems, and carriers.

HawkSoft Managed Accounting’s experienced team of bookkeepers and commission specialists are proficient with both HawkSoft and Quickbooks®.

Changing how modern insurance agents handle bookkeeping Improve Accuracy of Accounting - Improve the accuracy and timeliness of your accounting by taking advantage of proven processes and certified bookkeepers trained on insurance accounting.

Regain Valuable Time - By offloading accounting tasks you can refocus your time on high-impact activities like servicing policyholders, building meaningful relationships with your clients, community outreach, marketing, and sales.

Refocus Your Hiring - Refocus your agency’s hiring on insurance talent (producers, CSRs, account managers) instead of backoffice operations like bookkeeping and accounting.

Scale Your Resources - Grow your agency with no obligation to pay salaries or benefits

Alleviate Bookkeeping Churn - No hiring, training, or managing of accounting staff.

Managed Accounting services are categorized into three products that each offer three tiers of service, depending on how much assistance your agency desires. There are no contracts, so you can cancel or change services at any time.

Choose Which Services While the services for each product and tier are standardized, the Hawksoft team can provide additional services such as payroll or bank reconciliation on an ad hoc or recurring basis for an additional fee, and they can bundle multiple products or add-ons.

Service Menu Service

Elite

Preferred Essentials

Commision Reconciliation Maintain and update commission tracking spreadsheet Reconcile all downloaded statements Obtain commissions statements from carrier websites Reconcile all statements sent to HMA

if requested

Reconcile agency bill items Request missing statements from agency Inform agency of missing policy information

advanced

basic

daily

weekly

Receipt income

daily

weekly

Record vendor payables

daily

weekly

Prepare and send reports Trust Accounting Receipt customer payments/process deposits in QuickBooks Reconcile and pay company payables 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 bankconciliation report to agency Operating Accounting

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 ✓ Bank Reconciliation

basic

Pricing and Features Insurance Agency Network Pricing Initial setup cost

50% Off One Time Fees (Including 1st Conversion)

Base Fee

$100.00 Per Month

Per User

$91.50 Per Month

Contract Required 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 devises) Auto-documenting system Carrier Downloads Carrier Integration and automatic data fill with carrier websites Commission Reporting Consumer App, Marketing Automation & Other partner API Integrations Custom Workflows Document management with drag-n-drop Email marketing Integration with all Major Raters Integration and automatic data fill with carrier websites 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

None

Add On Features and Integrations Personal Lines Rater/Integration Commercial Lines Rater/Integration Carrier Downloads/Integration Consumer Portal CRM's/Integration eSignature Mobile Friendly/Integration Phone System/Integration Text messaging Managed Accounting and Client Services

Save time with HawkSoft API Partners – API Vendor Partners integrate with HawkSoft’ agency management system via a Partner API.

Save money with HawkSoft Referral Partners – Referral Partners offer special pricing or promotions to HawkSoft customers.

Solve business problems with Friends of HawkSoft Insurance Agency Network is a valued friend of HawkSoft's and represents independent insurance agencies.

Insurance Agency Network partners with over 60 InsurTech Vendors to provide their products and services at reduced cost to IAN Associates. 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.

Contact Information Management Team Mike Haller Chief Administration Officer – CAO mhaller@insuranceagencynetwork.com AIDCO – Hall of Fame Member

Office: (425) 553-1509 Cell: (425) 681-0996 Fax: (425) 868-2411

Eric Granberg Chief Operating Officer – COO egranberg@insuranceagencynetwork.com

Office: (425) 448-9191 Cell: (206) 300-5714 Fax: (425) 868-2411

Craig Phair Sr Vice President – Associate Development craig@insuranceagencynetwork.com

Office: (425) 448-9190 Cell: (541) 891-9551

Laurie Schuster Director of Operations and Finance lschuster@insuranceagencynetwork.com

Office: (425) 836-6372 Cell: (206) 853-5052 Fax: (425) 868-2411

Fax:

(425) 868-2411

Sales Team Ted Wease Eastern Region Sales Manager twease@insuranceagencynetwork.com

Office: (425) 448-9190 Cell: (503) 998-9411 Fax: (425) 868-2411

Kim Simonian Western Region Sales Manager ksimonian@insuranceagencynetwork.com

Office: (425) 448-9190 Cell: (425) 836-6372 Fax: (425) 868-2411

P O Box 2393 Redmond, WA 98073 www.insuranceagencynetwork.com