HawkSoft's Latest Partnership Aims at Automation of Relationship Building

By CIOReview | Wednesday, January 13, 2021

The integration of communication tools and agency management system can automate tasks that nurture long-term relationships with insureds.

FREMONT, CA: Existing clients are the best source of business for successful independent agencies. HawkSoft and Rocket Referrals works on this philosophy. Today, both companies excitingly announce that the Rocket Referrals suite of communication automation tools integrates with HawkSoft's agency management system.

With this new integration, agencies that use both systems can sync client and policy data automatically from HawkSoft to Rocket Referrals. Rocket Referrals is up to date on policy changes, new customers, and other vital changes that can affect triggers and rules set in smart automation workflows. For instance, Rocket Referrals will automatically send handwritten welcome cards from the agency owner to every new customer added to HawkSoft. Among many other relationship-based communications, Rocket Referrals can rapidly analyze an agency's data to find customers who are likely to cancel a policy and even support agencies that collect more Google reviews from insureds likely to give one. All these processes are carried out without the additional work of double data entry, leaving the agency with more time to spend on serving their customers instead of labor-intensive back-office work.

HawkSoft believes that developing an ecosystem of more connected systems and third-party vendors is one of the essential things the insurance sector can do to help agents to be more successful. Rocket Referrals continues to push the envelope and develop advanced and innovative ways for agents to connect with their clients. Rocket Referrals is really excited to be a part of the HawkSoft Marketplace, which makes it seamless for agents to take advantage of HawkSoft's newest features.

HawkSoft's team takes every opportunity to ensure that the company knows that the insurance industry is all about relationships. It also believes that technology doesn't mean that removing the personal relationship from being an independent agent, but it means businesses can leverage automation to give their employees more time for relationship building and advising insureds.

HawkSoft is a pioneer in management systems for agencies that require effective workflows and a better experience for staff and policyholders. The company takes pride in being independently owned and answerable to agencies that depend on its system to power its insurance business.