We recently had the opportunity to speak with Kenny, Head of Partner Integrations at Hawksoft, during a webinar that reviewed the power of Hawksoft and InsuredMine working together. We covered the smart way to optimize and grow your agency using these two systems to effectively work and manage your efforts. Read below to learn some of the key issues facing many agents and how Hawksoft and InsuredMine are a powerful duo.
Problems that insurance agents face
Below are some of the problems that many insurance agents face when it comes to managing their business book and creating new business as well.
Manual, unstructured process
Many agents have systems and processes that are manual and unstructured, resulting in a complicated workflow, cluttered data, and scaling problems.
With Hawksoft's power and InsuredMine, you'll be able to prevent items from falling through the cracks and get the most out of your software investments. When you start scaling your business, your automated systems and processes will be there to support you every step of the way.
Automation for sales and marketing and automation of pipelines
Agents often struggle to automate their sales and marketing efforts because they lack tools, time and training. Too often, this means that insurance agents struggle to win new business, renew existing business and cross-sell or sell their customers to different plans. Or worse, errors and omissions abound because the agent juggles too many balls at once.
With the Hawksoft and InsuredMine duo, an insurance agent can build automation and triggers around certain events in their pipeline, whether it's their new business pipeline or renewal pipeline, to be as efficient as possible. This helps insurance agents scale their time and continue to be efficient with their workflows.
Messy and unclear data reporting
To develop your business as an insurance agent, you want to understand your business and make data-driven decisions. With an outdated CRM or an AMS that does not allow data visualization and reporting, you may be left in the dark and lack key data that can grow your agency.
No matter what data point you are looking for, whether it is upcoming renewals or current pipeline value, the duo InsuredMine and Hawksoft can help you see it clearly. Because data is synchronized from Hawksoft to InsuredMine with the click of a button, you have reliable and useful data at hand to make smart business decisions instead of gut-level reactions.
Integration and Efficiency
Do you use any combination of these tools?
CRM, marketing automation, quote-to-binding, invoicing, AMS, policy engine, certificate management, requirements management, email, analytics, task management, etc.
Stop. You can handle all this and more with the power of Hawksoft and InsuredMine working together in harmony. The information you receive from Hawksoft will seamlessly flow into your InsuredMine CRM to drive your market activities.
Current AMS is too cumbersome
Today, when insurance agents look at switching AMS platforms or at the integrations their platform offers, they often find that their current AMS is both cumbersome and lacks integrations they need to grow their business.
But our integration with Hawksoft solves that problem. Our integration helps both parties, as both InsuredMine and Hawksoft can better serve their customer base.
See the full webinar below
As Kenny said in the webinar, the integration between Hawksoft and InsuredMine, "like a rotisserie chicken … you set it up and forget it." The Hawksoft and InsuredMine integration for insurance agents is a one-two-punch that allows insurance agents to use InsuredMine CRM to grow their businesses to new heights. What better combination is there than two systems, purely focused on the insurance industry, that have set their sights on helping agents win and retain customers?
Independent insurance companies are advancing at rocket speed when it comes to technology investments and software adoption. Is your agency behind or ready for launch? Try InsuredMine's all-in-one CRM solution to grow your insurance business, and start your personal onboarding experience today.