+
+

Related Products

  • Macaw AMS
    8 Ratings
    Visit Website
  • Collect!
    77 Ratings
    Visit Website
  • Muzaic
    2 Ratings
    Visit Website
  • AestheticsPro
    745 Ratings
    Visit Website
  • Pipedrive
    12,537 Ratings
    Visit Website
  • Coevera
    753 Ratings
    Visit Website
  • MLM Soft
    19 Ratings
    Visit Website
  • Cerberus FTP Server
    159 Ratings
    Visit Website
  • Maropost Marketing Cloud
    152 Ratings
    Visit Website
  • InterProse ACE
    147 Ratings
    Visit Website

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.

About

Process client renewals in a fraction of the time it takes your staff to do them manually with automated workflows that are triggered by policy expiration dates. Connect with prospects and policyholders at every stage of the insurance lifecycle with broker-tested emails and automated workflows that maximize every interaction. Boost your online reviews while converting dissatisfied customers using the widely respected Net Promoter® survey tool to gauge and enhance the customer experience. Reduce your call volume and improve the customer experience by giving policyholders 24/7 access to their policy documents, proof of insurance, billing, and more. See for yourself how Pathway makes it easier for your brokers and CSRs to attract clients and keep them happy. Join us to learn how automated marketing solutions are transforming the way brokers and agents do business.

Platforms Supported

Windows Supported
Mac Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Supported
Android Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Agencies and companies seeking an insurance agency management system solution

Audience

Insurance agencies and brokerages seeking for an insurance software to stay connected to their customers, increase revenue, and attract new business

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version Not Supported
Free Trial Supported

Pricing

$120 per month
Free Version Not Supported
Free Trial Not Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Not Supported

Company Information

HawkSoft
Founded: 1995
United States
www.hawksoft.com

Company Information

Pathway
Founded: 2016
Canada
www.pathwayport.com

Alternatives

Macaw AMS

Macaw AMS

Nest Innovative Solutions

Alternatives

Jenesis Agency Management

Jenesis Agency Management

Jenesis Software
Diamond Billing

Diamond Billing

Insuresoft

Categories

Categories

Insurance Agency Management Features

Claims Management Supported
Commission Management Supported
Contact Management Supported
Document Management Supported
Insurance Rating Supported
Life & Health Supported
Policy Management Supported
Property & Casualty Supported
Quote Management Supported

Integrations

Applied Epic Not Supported
Canopy Connect Supported
Certificial Supported
Formstack Supported
Gaya Ai Supported
HawkSoft Not Supported
Levitate Supported
Momentum AMP by NowCerts Not Supported
Pathway Insurance Software Supported
QQCatalyst Not Supported
RenewalCompass Supported
Sonant Supported
Vertafore AMS360 Not Supported
vBots Supported

Integrations

Applied Epic Supported
Canopy Connect Not Supported
Certificial Not Supported
Formstack Not Supported
Gaya Ai Not Supported
HawkSoft Supported
Levitate Not Supported
Momentum AMP by NowCerts Supported
Pathway Insurance Software Not Supported
QQCatalyst Supported
RenewalCompass Not Supported
Sonant Not Supported
Vertafore AMS360 Supported
vBots Not Supported
Claim HawkSoft and update features and information
Claim HawkSoft and update features and information
Claim Pathway Insurance Software and update features and information
Claim Pathway Insurance Software and update features and information