OneLinkIntruity
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Related Products
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About
Strong retention is a result of your agency offering meaningful value to policyholders. HawkSoft's Retention Alerts identify which clients need attention so your staff can deliver proactive service. Deliver that "wow" experience on every interaction. Do in 5 minutes what other agencies do in 25 minutes. Get more from your sales pipeline and existing clients. HawkSoft's Lead Management categories show where clients are in your sales funnel. Built-in cross-sell and upsell reports identify policyholders to whom you can offer additional services. Use batch email, letters, text messages, and scheduled communications to reach your clients. Data is meaningless if it's hard to get or act upon. Measure agency vitals and key indicators. Monthly close ratio by producer, policies per client, commissions by carrier, retention, book of business reports, and much more. Our reports are actionable so you can do things like send batch emails right from the report view.
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About
OneLink was created with the agency owner in mind. We were born out of the desire to obtain a more comprehensive and advanced technology base for the insurance industry. OneLink leads the industry as a complete and diversified solution. OneLink gives you complete control of your agency. Easily create hierarchies and manage user access. Keep track of potential clients as well as repeat business. Spot new opportunities to expand your insurance services, all in the same system. Track payments and process commissions with ease. OneLink can handle both manual and automatic processing, and is totally customizable. OneLink generates multiple reports containing production data, policy summaries, call performance and commission tracking. OneLink provides this data almost instantaneously. We recognize the insurance industry requires a unique set of functionality when it comes to lead management. OneLink uses ForcedLead technology to support your agency with up to date contact opportunities.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Agencies and companies seeking an insurance agency management system solution
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Audience
Agencies searching for a management solution to improve and optimize their insurance services and processes
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Free Trial
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Pricing
No information available.
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationHawkSoft
Founded: 1995
United States
www.hawksoft.com
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Company InformationIntruity
Founded: 2008
United States
onelink.intruity.com
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Alternatives |
Alternatives |
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Categories |
Categories |
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Insurance Agency Features
Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management
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Insurance Agency Features
Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management
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Integrations
Canopy Connect
Certificial
Formstack
Gaya Ai
Pathway Insurance Software
RenewalCompass
Sonant
vBots
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Integrations
Canopy Connect
Certificial
Formstack
Gaya Ai
Pathway Insurance Software
RenewalCompass
Sonant
vBots
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