HawkSoft, a provider of management systems for independent insurance agencies, has teamed up with Rocket Referrals to help independent insurance agencies.
HawkSoft is an insurance management platform designed for independent agencies. The company offer workflows for commercial and personal lines, and an auto-documentation process that builds a trail of every client interaction for complete recordkeeping.
HawkSoft’s two-way API integration allows agents the flexibility and freedom to choose the best partners that meet their unique business needs.
The company said it is strengthening the synergy between agents’ key technology tools by facilitating a seamless financial process for tasks like quoting, CRM, payments, and accounting workflows.
The two companies collaboration is aimed at helping independent insurance agencies discover, buy, and implement a comprehensive technology stack to position their businesses for success.
HawkSoft is launching the HawkSoft+ brand as a package that includes additional technology as part of the insurance agency’s tech stack. Rocket Referrals is now available as a technology package called HawkSoft+ Rocket Referrals.
The solution is designed to help independent agencies acquire best-in-class policy management and automated communications capabilities from a central resource.
Paul Hawkins, CEO and co-founder of HawkSoft, said, “The independent insurance agency world is full of family-owned businesses, and yet not many of the technology companies that serve them are family-owned these days. HawkSoft and Rocket Referrals stand out as two family-owned, private companies in a sea of private equity and investment groups.”
Ascend, a modern insurance payments platform, recently partnered with HawkSoft, to optimise agent workflows and finances.
According to Ascend, the partnership will enable agents to easily offer both premium financing or pay in full payment options for their customers with a single click of a button. These links will be created automatically inside HawkSoft so agents can manage the entire customer lifecycle within the HawkSoft system. provide my clients a simple way to decide how they want to pay for their policies.”
Copyright © 2022 FinTech Global
