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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

An intuitive system based on the latest technology — bundled with unlimited training and support. Our mission is to ensure you get maximum value from your agency management system. We specialize in solutions for small and medium-sized agencies with a single focus on customer service. Xanatek was founded by Brent Sheppard—a former insurance agent—who realized there was an opportunity for agents to get more value out of their management systems. Brent saw an opportunity to create an easy-to-use management system and bundle it with support and training at a value-based price. His goal: give small and mid-sized agents the systems they need to run and grow their businesses while providing the right support to enable them to fully utilize the technology. Today, the company, which has been in business since 1995, helps independent agents better run their businesses with our advanced, cloud-based agency management system. Using our system, agency staff can access critical client data.

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

Insurance agencies seeking a solution to manage their data and information

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

$795.00/one-time
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

Xanatek
Founded: 1994
United States
www.xanatek.com

Alternatives

Macaw AMS

Macaw AMS

Nest Innovative Solutions

Alternatives

Jenesis Agency Management

Jenesis Agency Management

Jenesis Software
Jenesis Agency Management

Jenesis Agency Management

Jenesis Software
Canary AMS

Canary AMS

TechCanary

Categories

Categories

Insurance Agency Management Features

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

Insurance Agency Management Features

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

Integrations

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

Integrations

Certificial
Formstack
Canopy Connect
Gaya Ai
Pathway Insurance Software
RenewalCompass
Sonant
vBots
Claim HawkSoft and update features and information
Claim HawkSoft and update features and information
Claim Xanatek and update features and information
Claim Xanatek and update features and information