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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

If the closing ratio is 40% to get a $1M in revenue, their sales team must build a pipeline of deals worth $2.5M using this formula. UPilot automatically calculates the closing ratios of your team and each one of your sales staff. When they use CRM as a tool to predict and control the future, we see them anticipate revenues, invest in advance, hire with confidence, and grow predictably. When every user can decide what they can share and with whom, as a manager, you will never get the closing ratios and forecasts correctly and hence create predictable growth. Starting with a CRM that gives you top-down role-based access ensures that you will not get stuck or end up paying a lot once you figure out how to grow. Most CRMs either do not have this feature or bury them in their highest-priced Enterprise editions. So once you figure out how to grow, you have to either switch completely to new complex solutions or upgrade to the highest-priced plans.

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 Supported
iPad Supported
Android Not Supported
Chromebook Not Supported

Audience

Agencies and companies seeking an insurance agency management system solution

Audience

Organizations in need of a powerful CRM 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

$29 per user 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 Supported

Company Information

HawkSoft
Founded: 1995
United States
www.hawksoft.com

Company Information

UPilot
Founded: 2016
United States
upilot.com

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eStoreMedia

Categories

Categories

CRM 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

CRM Features

Calendar/Reminder System Supported
Call Logging Not Supported
Document Storage Supported
Email Marketing Supported
Internal Chat Integration Supported
Lead Scoring Not Supported
Marketing Automation Integration Supported
Mobile Access Supported
Quotes / Proposals Not Supported
Segmentation Supported
Social Media Integration Supported
Task Management Supported
Territory Management Supported

Integrations

Asana Not Supported
Brevo Not Supported
Canopy Connect Supported
Certificial Supported
Drip Not Supported
Formstack Supported
Google Calendar Not Supported
HubSpot CRM Not Supported
HubSpot Customer Platform Not Supported
Levitate Supported
LinkedIn Not Supported
Mailchimp Not Supported
Microsoft 365 Not Supported
Process Street Not Supported
QuickBooks Online Not Supported
QuickBooks Online Advanced Not Supported
RenewalCompass Supported
Trello Not Supported
Zapier Not Supported
Zoom Not Supported

Integrations

Asana Supported
Brevo Supported
Canopy Connect Not Supported
Certificial Not Supported
Drip Supported
Formstack Not Supported
Google Calendar Supported
HubSpot CRM Supported
HubSpot Customer Platform Supported
Levitate Not Supported
LinkedIn Supported
Mailchimp Supported
Microsoft 365 Supported
Process Street Supported
QuickBooks Online Supported
QuickBooks Online Advanced Supported
RenewalCompass Not Supported
Trello Supported
Zapier Supported
Zoom Supported
Claim HawkSoft and update features and information
Claim HawkSoft and update features and information
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Claim UPilot and update features and information