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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

With Rocket Referrals, your clients stay longer, buy more and refer their friends. No contracts or setup fees. Find your happy clients and those who are likely to leave. Get notified when clients are unhappy and save those relationships. Collect feedback regularly to measure client sentiment overtime with NPS. Watch our AI categorize client feedback to help you improve. Automate what you send to your clients and when. Have as much control as you’d like—automate it all or approve messages before they go. Quickly create custom communications and e-mail campaigns. Cross-sell insurance with ready-to-go automations and templates. Send handwritten cards like grandma does. Stay connected in an entirely new way with Rocket Connect. Text your clients easily, TCPA ready. Respond to clients and prospects quickly via web chat.

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 in need of a Referral solution

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

$2 per employee per month
Free Version Not Supported
Free Trial 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 Not Supported
Live Online Supported
In Person Not Supported

Company Information

HawkSoft
Founded: 1995
United States
www.hawksoft.com

Company Information

Rocket Referrals
Founded: 2013
United States
www.rocketreferrals.com

Alternatives

Macaw AMS

Macaw AMS

Nest Innovative Solutions

Alternatives

Jenesis Agency Management

Jenesis Agency Management

Jenesis Software

Categories

Categories

AI Insurance Supported
Referral 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

Insurance Agency Management Features

Claims Management Not Supported
Commission Management Not Supported
Contact Management Supported
Document Management Not Supported
Insurance Rating Not Supported
Life & Health Supported
Policy Management Not Supported
Property & Casualty Supported
Quote Management Not Supported

Referral Features

Affiliate Marketing Not Supported
Campaign Management Supported
Contact Management Not Supported
Employee Referral Management Not Supported
Feedback Management Supported
Lead Engagement Not Supported
Loyalty Program Supported
Referral Tracking Not Supported
Rewards Management Supported

Integrations

Axis LMS Not Supported
Canopy Connect Supported
Certificial Supported
Formstack Supported
Gaya Ai Supported
Levitate Supported
Pathway Insurance Software Supported
RenewalCompass Supported
Sonant Supported
Wufoo Not Supported
Zapier Not Supported
vBots Supported

Integrations

Axis LMS Supported
Canopy Connect Not Supported
Certificial Not Supported
Formstack Not Supported
Gaya Ai Not Supported
Levitate Not Supported
Pathway Insurance Software Not Supported
RenewalCompass Not Supported
Sonant Not Supported
Wufoo Supported
Zapier Supported
vBots Not Supported
Claim HawkSoft and update features and information
Claim HawkSoft and update features and information
Claim Rocket Referrals and update features and information
Claim Rocket Referrals and update features and information