I took note of chickenman's post and I must respond regarding Hawksoft.
Our primarily personal lines agency converted from AMS to Hawksoft approximately 6 years ago, and I couldn't be more pleased! It is a robust, highly intuitive program that allows us to spend time with
our clients evaluating their protection needs rather than on tedious processing.
Training is one of the largest costs of most agency management systems. We recently hired a new adminstrative assistant/receptionist with NO insurance industry experience. Within 1/2 day
, she was using Hawksoft to produce renewal review letters and lead warming letters. She had mastered the suspense system so that she could monitor cancellations, and she was comfortable adding notes to the client logs as she made "Thank you for your business" nurturing phone calls on renewals! This is no exaggeration....the system is that user-friendly!
Hawksoft's customer service is amazing! Not only do they answer their phones promptly and courteously, but all of their employees are former agents, so they understand our language and focus when we call with a question. Recently, I needed a special report that was not already available within Hawksoft. I called Hawksoft and explained how critical it was for me to extract this information quickly, and offered to pay for custom programming. They not only delivered the report within 48 hours, but instead of charging me, they made the enhanced programming capabilities of that report available to all subscribers!
Our comparative rater is EZ Lynx, and to my knowledge, Hawksoft is the only agency management system that not only exports client information into EZ Lynx with a few quick keystrokes, but also exports prospect information from
EZ Lynx into Hawksoft. This has dramatically improved our workflow when quoting new business. We can ask all of the questions we need in EZ Lynx, complete the comparative quotes, and then bridge/export the prospect information into Hawksoft without dual entry
so that we can spend our time following up and closing sales, rather than re-keying data.
If you haven't yet seen Hawksoft, ask for a free demo (http://www.hawksoftinc.com
) You will be glad that you did.