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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

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

Soft1 Cloud CRM Series 5 is a comprehensive software-as-a-service platform designed to help businesses enhance their relationships with customers, deliver exceptional service, boost sales, and foster further growth. This innovative CRM solution equips your organization with the tools needed to gain insights into accurate customer data and comprehend client behaviors more effectively. With its real-time capabilities, Soft1 CRM Series 5 allows team members to build on existing relationships and seize new sales opportunities from any location using any mobile device. Built on the Microsoft Windows Azure infrastructure, this system enables your business to lower operational expenses while empowering sales staff to achieve more, providing managers with deeper insights, and ensuring customers receive outstanding service. By consolidating customer information in a single location, businesses can seamlessly manage every aspect of the customer journey, from marketing and sales to support and service, thus enhancing overall customer satisfaction. This integrated approach not only streamlines processes but also fosters a more connected and responsive business environment.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Canopy Connect Yes 
Certificial Yes 
Formstack Yes 
Gaya Ai Yes 
Levitate Yes 
Microsoft Azure No 
Pathway Insurance Software Yes 
RenewalCompass Yes 
Sonant Yes 
vBots Yes 

Integrations

Canopy Connect No 
Certificial No 
Formstack No 
Gaya Ai No 
Levitate No 
Microsoft Azure Yes 
Pathway Insurance Software No 
RenewalCompass No 
Sonant No 
vBots No 

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac Yes 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person Yes 

Vendor Details

Company Name

HawkSoft

Founded

1995

Country

United States

Website

www.hawksoft.com

Vendor Details

Company Name

SoftOne

Founded

2002

Country

Greece

Website

www.soft1.eu/cloud-crm/

Product Features

Insurance Agency Management

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

Product Features

CRM

Calendar/Reminder System No 
Call Logging No 
Document Storage No 
Email Marketing No 
Internal Chat Integration No 
Lead Scoring No 
Marketing Automation Integration No 
Mobile Access No 
Quotes / Proposals No 
Segmentation No 
Social Media Integration No 
Task Management No 
Territory Management No 

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