Featured Integration
Integrate HawkSoft with InsuredMine
Sync Options: The integration between InsuredMine and HawkSoft allows for a one-directional sync for certain data between the two platforms. From HawkSoft to InsuredMine, accounts, contacts, and policies are synced. But from InsuredMine to HawkSoft, various activities such as emails, call logs, SMS messages, notes, files, e-signatures, tasks, and calendar activities can be synced into logs associated with contacts or accounts within HawkSoft.
What It Does:
InsuredMine easily connects with HawkSoft, facilitating effortless data sync and enhancing agency operations.
Benefits:
Insightful Analytics: Provides a comprehensive view of client data, empowering agencies to make informed decisions and identify sales opportunities.
Requirements:
API Access: Verify and configure API access for HawkSoft and InsuredMine.
Permissions: Obtain necessary permissions within both platforms to set up and manage integrations effectively.
Sync: Manual or auto-sync will occur from InsuredMine to HawkSoft, but from HawkSoft to IM the data will sync through daily AMS sync or automatic cron.
How to connect HawkSoft with InsuredMine?
See Why Agencies Manage Over $8 Billion In Premium with InsuredMine
Kash Fadaie
President
To scale, we were looking at a technology for salespeople to grow faster and spend less money on leads that won’t work and campaigns that could be better. We needed a sense of consciousness. So InsuredMine is that technology that gives us more consciousness, more awareness.
Clay Wadsworth
Marketing Specialist
The pipeline has been revolutionary for Great Harbor, with the organization for reps, automations with emails, voicemail drops, and texts – it makes things incredibly efficient.
Jackson Rollo
President
InsuredMine consolidates multiple tools in one place and becomes the system our producers can hop in to make money. It connects to our agency management, phone system and other tools so it becomes the home base to close more.
Pete Bibby
AGENCY PARTNER
Our absolute favorite thing about the product has to be the texting feature – we use it all the time! It’s fantastic to connect with our clients where they are and understand our sales and pipeline numbers.
Sommer Kastl
Owner
It’s on all of our computers all day long. InsuredMine has fundamentally changed how we operate.
Stacy Cholas
Sales & Marketing
InsuredMine’s platform is groundbreaking. It has revolutionized our operations, leading to significant time and cost savings.
Akram Sirafi
Owner
The eSignature feature was a game-changer for our agents, especially because you can text it to clients. But it needs to be more mobile-optimized, especially for our older clientele.
Denise Davis
Owner
As our agency grew and we hired more staff, we realized that a significant challenge was keeping up with client communications. When dealing with multiple new business prospects, it often takes numerous communication attempts, such as calls, emails, texts, and more, before a client responds positively. On average, it takes about eight communication points before a client expresses interest or readiness. Managing these interactions becomes overwhelming as the number of clients and prospects increases week by week.
Paul Schneider
President
The eSignature feature is a standout. It not only improves our efficiency but also enhances our client service. Plus, the cost savings are a huge bonus.
