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
Supported
Mac
Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Supported
iPad
Supported
Android
Supported
Chromebook
Not Supported
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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
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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
Supported
24/7 Live Support
Not Supported
Online
Supported
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Support
Phone Support
Not Supported
24/7 Live Support
Not Supported
Online
Not Supported
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API
Offers API
Not Supported
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API
Offers API
Not Supported
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Not Supported
Free Trial
Supported
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Pricing
No information available.
Free Version
Not Supported
Free Trial
Not Supported
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Reviews/
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Reviews/
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Training
Documentation
Supported
Webinars
Supported
Live Online
Supported
In Person
Supported
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Training
Documentation
Not Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Not Supported
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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 |
Alternatives |
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Categories |
Categories |
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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
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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
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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
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