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
RetentionX translates your data into clear actions. Take the best business decisions based on AI-driven data analysis and replace the power of an entire data science team with just one, easy-to-use tool. RetentionX is the most sophisticated data science engine which answers questions that existing technology could not answer. All this comes out-of-the box without the need of any BI or data science specialist. The must-have analyses for every successful company, shareable with your investors at any time. Discover irregularities in your company's data & stay informed when key metrics change. Identify behavioral correlations & get clear recommendations for action. Monitor 24/7 the health of your company & challenge your business against industry numbers. Customer Retention is the main growth driver for any business. High retention means customers of a business tend to return & continue to buy. RententionX identifies the value drivers most important to grow your retention in data reports.
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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
For businesses that want a web based platform that can make the best business decisions based on AI-driven data analysis
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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 InformationRetentionX
Germany
retentionx.com
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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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Integrations
Canopy Connect
Certificial
Formstack
Gaya Ai
Klaviyo
Pathway Insurance Software
RenewalCompass
Sonant
vBots
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Integrations
Canopy Connect
Certificial
Formstack
Gaya Ai
Klaviyo
Pathway Insurance Software
RenewalCompass
Sonant
vBots
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