HawkSoft, an InsurTech provider specialising in agency management systems, and AgencyFocus, a financial advisory firm focused on supporting independent insurance agencies, have announced a strategic partnership designed to give agencies greater visibility and confidence in their financial performance.
The partnership has been formed to help independent insurance agencies better understand their financial position and make more informed long-term decisions, according to FF News.
By combining HawkSoft’s technology platform with AgencyFocus’ financial expertise, the two companies aim to provide agencies with clearer insights into valuation, growth planning, perpetuation and acquisition strategy.
As part of this collaboration, HawkSoft plans to launch a suite of 1-click financial reports within its Agency Intelligence reporting platform. These reports will be tailored to support AgencyFocus’ services and give agencies faster access to key financial metrics required for strategic planning.
AgencyFocus provides financial clarity and advisory services to independent insurance agencies, including agency valuation, fractional CFO support, benchmarking and strategic consulting. The firm works closely with agency owners to help them understand their financial health, identify opportunities for growth, and plan confidently for succession or acquisition.
Through the partnership, AgencyFocus will leverage HawkSoft’s reporting capabilities to deliver more streamlined insights, while HawkSoft customers will gain access to deeper financial analysis and advisory support. The collaboration is designed to remove complexity from financial decision-making and allow agency leaders to focus on long-term sustainability and value creation.
The partnership also reflects a broader trend across the InsurTech sector, where technology platforms are increasingly integrating financial intelligence and advisory services to deliver more holistic support for insurance businesses.
“HawkSoft has built something rare in our industry: a true community that supports agency owners beyond just technology,” said Carey Wallace, founder of AgencyFocus. “Their relationship-first culture and commitment to helping agencies grow makes them the perfect partner for us as we focus on giving agencies the financial clarity they need to thrive long term.”
“Leaders at agencies don’t usually have time to deep-dive into their financials through the lens of planning for growth, perpetuation, or acquisition,” said Rushang Shah, CMO at HawkSoft. “Carey and the team at AgencyFocus are laser-focused on delivering a roadmap to agencies to help them understand their financial picture.”
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