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What is HawkSoft?

Successful client retention is fundamentally rooted in an agency's capability to deliver exceptional value to its policyholders. HawkSoft's Retention Alerts highlight clients that need attention, allowing your team to provide timely and proactive assistance. It’s essential that every interaction creates a memorable experience for clients. Tasks that usually take other agencies twenty-five minutes can be completed in just five minutes with the right tools. This efficiency not only optimizes your current client interactions but also streamlines your sales pipeline. The Lead Management categories from HawkSoft clearly indicate where clients stand within your sales funnel. Additionally, integrated cross-sell and upsell reports help identify policyholders who could benefit from further services. Effective communication with clients can occur through batch emails, letters, text messages, and planned outreach efforts. However, if data is challenging to access or utilize, its value diminishes significantly. Monitoring agency health and essential metrics is crucial. Evaluate monthly close ratios by producer, the average number of policies per client, commissions from various carriers, retention rates, and detailed reports on your book of business, among other key indicators. Our reports are crafted to be actionable, enabling you to send batch emails directly from the report interface for optimal efficiency. Furthermore, being attentive to your clients’ evolving needs can greatly improve your agency’s overall performance and foster long-lasting relationships. This proactive approach not only enhances client satisfaction but also contributes to sustained agency growth.

What is CLIENT LETTER?

CLIENT LETTER is a Customer Communication Management (CCM) tool tailored for business users, enabling the seamless automation of customer communication creation. Users can design templates, utilize reusable content, and apply business logic to generate various types of communications, including letters, statements, onboarding documents, and other service-related materials. Additionally, CLIENT LETTER can connect with numerous systems to pull in data and content for enhanced personalization. External systems can also utilize CLIENT LETTER's application programming interfaces (APIs) to produce communications as needed. The software maintains a comprehensive log of all communications that have been sent, revised, or approved, along with details on who authorized them, ensuring accountability and traceability. For compliance, CLIENT LETTER retains copies of every communication generated, safeguarding businesses against potential regulatory issues. For more information or to see a demonstration, please visit: http://www.topdownsystems.com/contact/request-a-demo.

Media

Media

Integrations Supported

Canopy Connect
Certificial
Formstack
Gaya Ai
Pathway Insurance Software

Integrations Supported

Canopy Connect
Certificial
Formstack
Gaya Ai
Pathway Insurance Software

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$30000.00/year
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

HawkSoft

Date Founded

1995

Company Location

United States

Company Website

www.hawksoft.com

Company Facts

Organization Name

Top Down Systems Corporation

Date Founded

1981

Company Location

United States

Company Website

www.topdownsystems.com

Categories and Features

Insurance Agency

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

Categories and Features

Content Management

Audio Content
Customizable Templates
Document Indexing
E-forms
Full Text Search
Image Editor
SEO Management
Text Editor
Version Control
Video Content
Website Management

Customer Service

Alerts / Escalation
Appointment Management
Call Center Management
Email Management
Knowledge Base
Live Chat
Performance Metrics
Queue Management
Self Service Portal
Social Media Integration
Surveys & Feedback
Virtual Assistant
Workflow Management

Document Management

Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control

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