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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.

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.

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

For businesses that want a web based platform that can make the best business decisions based on AI-driven data analysis

Support

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

Support

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

No information available.
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 Not Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Company Information

HawkSoft
Founded: 1995
United States
www.hawksoft.com

Company Information

RetentionX
Germany
retentionx.com

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Categories

Categories

Data Analysis Supported

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

Canopy Connect Supported
Certificial Supported
Formstack Supported
Gaya Ai Supported
Klaviyo Not Supported
Levitate Supported
Pathway Insurance Software Supported
RenewalCompass Supported
Sonant Supported
vBots Supported

Integrations

Canopy Connect Not Supported
Certificial Not Supported
Formstack Not Supported
Gaya Ai Not Supported
Klaviyo Supported
Levitate Not Supported
Pathway Insurance Software Not Supported
RenewalCompass Not Supported
Sonant Not Supported
vBots Not Supported
Claim HawkSoft and update features and information
Claim HawkSoft and update features and information
Claim RetentionX and update features and information
Claim RetentionX and update features and information