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Description
Effective client retention stems from your agency’s ability to provide significant value to its policyholders. HawkSoft's Retention Alerts pinpoint which clients require attention, enabling your team to offer proactive support. Ensure that each interaction delivers a remarkable experience. Accomplish tasks in five minutes that would typically take other agencies twenty-five minutes. Optimize your sales pipeline along with your current clients. HawkSoft's Lead Management categories illustrate clients' positions within your sales funnel. Integrated cross-sell and upsell reports help you identify policyholders who may benefit from additional services. Communicate with your clients through batch emails, letters, text messages, and scheduled outreach. Data loses its value if it's difficult to access or utilize effectively. Keep track of agency health and crucial metrics. Analyze monthly close ratios by producer, the number of policies per client, commissions by carrier, retention rates, and comprehensive book of business reports, among other metrics. Our reports are designed to be actionable, allowing you to execute batch emails directly from the report interface for maximum efficiency. Additionally, staying on top of your clients’ needs can significantly enhance your agency’s overall performance.
Description
Mediatrack completely eradicates the necessity for traditional paper contracts. When clients opt to review their booking through the Mediatrack platform and accept the terms, all pertinent details such as reference numbers, issue dates, ad dimensions, pricing, positioning, expenses, and conditions are seamlessly transferred to the production layouts. Additionally, Mediatrack empowers sales personnel by enabling them to display real-time space availability to clients during face-to-face interactions using tablets and other mobile devices, which enhances their ability to close deals efficiently. This innovative platform creates an ideal environment for managing sales teams of any size, whether small or large. Furthermore, Mediatrack assists sales staff by guiding them in gathering essential information regarding their sales prospects and activities. It also facilitates the swift generation of performance reports, detailing the number of contacts made, conversion rates, contract values, and comparative results against individual sales targets, ultimately driving better performance across the board. This comprehensive approach not only boosts productivity but also enhances the overall sales process.
API Access
Has API
API Access
Has API
Integrations
Canopy Connect
Certificial
Formstack
Gaya Ai
Pathway Insurance Software
RenewalCompass
Sonant
vBots
Integrations
Canopy Connect
Certificial
Formstack
Gaya Ai
Pathway Insurance Software
RenewalCompass
Sonant
vBots
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
$80.00/month
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
HawkSoft
Founded
1995
Country
United States
Website
www.hawksoft.com
Vendor Details
Company Name
Mediatrack
Country
Australia
Website
www.mediatrack.com.au
Product Features
Insurance Agency
Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management
Product Features
Publishing and Subscriptions
Advertising Management
Books
Campaign Management
Catalogs
Circulation Management
Content Management
Layout & Design
Magazines
Newsletters
Newspapers