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Who it's for

Independent P&C insurance agencies held back by an old agency system.

What it does

Runs your agency's policies and clients in one system
Replaces your older agency management system
Built for independent P&C insurance agencies

Proof

Maker's claimThe company that makes it says so

The maker says it is an agency management system for independent P&C agencies.

HawkSoftDate not shown Read the source

Try it yourself DIY version

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I run [AGENCY NAME], an independent P&C agency with [NUMBER] staff. We are thinking about moving from [CURRENT SYSTEM] to a new agency system. Make me: 1) a checklist of everything we need to move over (clients, policies, notes, documents, [OTHER]), 2) a list of questions to ask on a sales demo about data moving, training, and price, and 3) a simple 4-week staff training plan with who learns what each week. Put each in a clear table. Reminder: have compliance review anything client-facing before it goes out.