After attending several HUG national and regional meetings, the common complaint about automation software is “it’s too hard to use.” Whether users are from Columbus, Salt Lake, Syracuse or Milwaukie, they are all suffering the same issue. In Cleveland an agency team member explained how the agency owner assumed the burden of using the automation…
Archive | Insurance Information for Agents
Where Did The Insurance Superstars Go?
If you’re reading this, you’re in the insurance industry. If you’re in the insurance industry, you’ve recently heard some variation of “where did all insurance superstars go?” Stated another way you might hear, “I can’t find good people,” or even “I can’t find people” or “nobody wants to work anymore.” Whether the question is with regards…
How Agents Use ValChoice in This Hard Market
We’re often asked ‘is it really possible to be both the most advanced automation system and the easiest to use?’ Yes, it is. But, rather than just talking about it, we decided to demonstrate our system and let you decide. Watch this webinar to witness two agents showing how their agencies use ValChoice. Software Designed…
Holiday Discount – HawkSoft Users
The holidays are here, and we’re celebrating with a holiday discount. Here’s what you get: The easiest automation system to use, bar none This is so easy to use, users don’t even need to be trained. The number one most effective automation system. Agencies using our system are benefiting from an 80% reduction in requests…
The Psyche of Selling and Why Not Selling, Sells
The psyche of selling and being sold to is complicated. I must admit, I think of myself as a bit of an expert in this field. The reason I’m a self anointed expert is because I’m a really poor sales person. Surprisingly, for nearly 15 years my business card had a title that included “sales,”…
Do You Wonder “Are We Re-Marketing Too Much?”
“Are We Re-Marketing Too Much?” This is the question many agents and agencies are asking these days. Rapid rate increases are leading policyholders to request their agent to re-shop their business. However, is that the right move for the policyholder? And, is it the right move for the agency? This article considers re-marketing from both…
Insurance Perspectives Podcast – ValChoice, Part 2
This blog post summarizes Kenny Hendrick’s interview of Kelly Endicott, owner of K & M Insurance, on how her agency uses ValChoice. This podcast was posted to Spotify, Apple and YouTube as part 2 of HawkSoft’s Insurance perspectives podcast covering ValChoice. How does K &M Insurance use ValChoice? 1:30 – Kelly covers how they enable in…
Insurance Perspectives Podcast – ValChoice, Part 1
This short summary of the HawkSoft Insurance Perspectives Podcast interview with Dan Karr, ValChoice founder and CEO, and Kelly Endicott, owner of K&M Insurance, shares the key discussion points from the interview. Time stamps are included so you can go directly to that part of the interview to listen to the discussion. The YouTube version…
What Does Re-Marketing Cost Your Agency?
What does re-marketing cost your agency each year? Typically, the profit loss due to re-marketing is much more than anyone realizes. To find out for your agency, click this link to the “Re-Marketing Cost Calculator.” Be sure to check with colleagues on how frequently your team re-markets. In the A/B testing we do with…
Implementing Customer Retention Programs
What is your companies most valuable asset? For many businesses, it’s their customers. In the insurance industry, customers have a very high lifetime value and new customers have a high acquisition cost. Those two facts make current customers tremendously valuable. Are you properly protecting this asset? This post focuses on implementing a retention campaign…