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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
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

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
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

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
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

HawkSoft
Founded: 1995
United States
www.hawksoft.com

Company Information

RetentionX
Germany
retentionx.com

Alternatives

Macaw AMS

Macaw AMS

Nest Innovative Solutions

Alternatives

Jenesis Agency Management

Jenesis Agency Management

Jenesis Software
LTS Pro

LTS Pro

Business Assistant
Heap

Heap

Contentsquare

Categories

Categories

Insurance Agency Features

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

Integrations

Canopy Connect
Certificial
Formstack
Gaya Ai
Klaviyo
Pathway Insurance Software
RenewalCompass
Sonant
vBots

Integrations

Canopy Connect
Certificial
Formstack
Gaya Ai
Klaviyo
Pathway Insurance Software
RenewalCompass
Sonant
vBots
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