HawkSoft vs Better Agency

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Our analysts compared HawkSoft vs Better Agency based on data from our 400+ point analysis of Insurance Software, user reviews and our own crowdsourced data from our free software selection platform.

HawkSoft Software Tool
Better Agency Software Tool

Product Basics

Hawksoft provides agencies with customer relations and agency management solutions. It automates communication tasks and activities for improving customer experiences and relationships. Its reporting and analysis modules reduce errors and omissions and generate alerts, tasks and reminders for important events. Users get periodic reports on business health, KPIs, cross-sales and possible growth opportunities. It centralizes system procedures and documentation to streamline data sharing across multiple levels and update policies with carrier guidelines.

Provides a 360-degree view of policyholders for informed business decision-making. Its integrated rating system sets up clients with choices best suited to their individual needs. It supports TCPA compliant text messaging, e-Signatures and self-service certificates for policyholders.
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Better Agency offers a comprehensive software solution designed to streamline insurance management tasks, making it particularly well-suited for independent insurance agencies. The platform excels in automating workflows, managing client relationships, and tracking policy renewals, which significantly enhances operational efficiency. Users appreciate its intuitive interface and robust CRM capabilities, which facilitate seamless communication and follow-ups with clients.

One of the standout features is its ability to integrate with various insurance carriers, providing real-time updates and simplifying policy management. The software also includes tools for marketing automation, allowing agencies to run targeted campaigns effortlessly. Pricing typically falls within a mid-range bracket, often structured on a per-user, per-month basis, making it accessible for small to medium-sized agencies.

Compared to similar products, Better Agency is praised for its user-friendly design and comprehensive feature set, which many users find superior in terms of ease of use and functionality. The platform's ability to centralize multiple aspects of insurance management into one cohesive system is a significant benefit, reducing the need for multiple disparate tools.

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Windows
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Android
Chromebook
Windows
Mac
Linux
Android
Chromebook
Cloud
On-Premise
Mobile
Cloud
On-Premise
Mobile

Product Assistance

Documentation
In Person
Live Online
Videos
Webinars
Documentation
In Person
Live Online
Videos
Webinars
Email
Phone
Chat
FAQ
Forum
Knowledge Base
24/7 Live Support
Email
Phone
Chat
FAQ
Forum
Knowledge Base
24/7 Live Support

Product Insights

  • Increased Customer Retention: Improve customer loyalty with specialized alerts designed to proactively notify agents about policyholder requirements and crucial touchpoints. 
  • Improved Lead Conversion: Convert more leads into clients with an intelligent sales pipeline consisting of cross-sell and upsell reports, scheduled communications, batch emails and more. 
  • Flexible Contracts: Opt for short-term contracts to try the platform instead of potentially regrettable long-term contracts. 
  • Mobile-ready Platform: Improve accessibility and usability for both agents and policyholders with remote access to the system via smartphones and tablets. 
  • Automated To-do-Lists: Get a list of reminders and tasks based on important policy events and upcoming activities with the smart concierge tool. 
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  • Increased Efficiency: Automate routine tasks such as policy renewals and claims processing, freeing up time for more strategic activities.
  • Enhanced Customer Experience: Provide personalized service with automated follow-ups and reminders, ensuring clients feel valued and informed.
  • Improved Accuracy: Reduce human error by automating data entry and policy management, ensuring information is always up-to-date and correct.
  • Streamlined Communication: Centralize client communications in one platform, making it easier to track interactions and respond promptly.
  • Data-Driven Insights: Utilize built-in analytics to gain insights into client behavior and policy performance, helping to make informed business decisions.
  • Regulatory Compliance: Ensure adherence to industry regulations with automated compliance checks and documentation management.
  • Scalability: Easily scale operations as your business grows without the need for significant additional resources or manual processes.
  • Cost Savings: Reduce operational costs by minimizing manual labor and improving process efficiencies, leading to better profit margins.
  • Enhanced Collaboration: Foster better teamwork with shared access to client information and task management features, ensuring everyone is on the same page.
  • Client Retention: Increase client loyalty with timely and relevant communications, reducing churn and enhancing long-term relationships.
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  • Agency Management System: Implement a consistent and reliable documentation process for all carriers, policyholders and agents. Set up automated strategies for client communication, marketing campaigns, lead generation, task assignments and notifications. Run reports on productivity, profitability, revenue and more. 
  • Agency Intelligence: Generate customized reports on policyholder data, sales pipeline forecasts, account rounding, cross-selling and more. Use data visualization to aid in business decision-making. 
  • Agent Portal: Access policy information, client data and communication from any device with an internet connection. Limit access to sensitive data with permission-based restrictions. 
  • API Integrations: Integrate with multiple third-party applications with the API-based architecture. Supported applications include AgencyZoom, Bridge, Fuse, InsuredMine, Renew King, Rocket Referrals and many more. 
  • Accounting: Seamlessly create and maintain trust and operating accounts in tandem with QuickBooks. 
    • Trust Accounting: Issue invoices, accept payments, verify receipts, track receivables and payables, upload carrier payments and perform year-end reconciliations with built-in tools. Run reports on paid commissions, customer receivables, agent fees and more. 
    • Operating Accounting: Directly integrate with QuickBooks to synchronize both trust and operating accounts. Track expenses and compulsory personal accidents (CPA) and measure KPIs. 
  • E-signature: Optimize the application and renewal process with the built-in e-signature tool. Securely maintain digital records and send texts or emails to request signatures. 
  • Mobile Application: The mobile app provides clients with dedicated self-service, 24/7 access to their policy details and ID cards. Agents can send push notifications, as well as share accident and claim reports and photos in accordance with ACORD regulations. 
  • Rater: Choose a rater service and get a direct feed of accurate quotes from multiple carriers. Clients can seamlessly compare and choose from relevant rate quotes. Supported raters include ITC TurboRater, Applied Rater, Agency Computer Systems (ACS), AccuAgency and more. 
  • Self-service Certificates: Allow insured parties to generate self-service certificates. Provide access via links and revoke certificates as per requirements. Clients can log in to the portal with their email addresses and verification codes. 
  • Client Communication: Communicate with clients via text message and share images with them, all accessible directly from their files. Turn on desktop notifications for essential customers. Comply with TCPA regulations by asking insured clients for their consent before initiating contact. 
  • Website: Choose from multiple SEO-optimized website packages preconfigured with insurance-specific content. Capture more leads with automated marketing campaigns and enriching content such as videos, articles and infographics. Track website traffic via Google Analytics. 
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  • Automated Workflows: Streamline your agency's operations with customizable workflows that automate routine tasks, such as follow-ups and policy renewals.
  • Integrated CRM: Manage client relationships effectively with a built-in CRM that tracks interactions, stores client information, and provides insights for better service.
  • Policy Management: Easily handle policy details, endorsements, and renewals with a centralized system that keeps all information accessible and up-to-date.
  • Sales Pipeline: Monitor and manage your sales process with a visual pipeline that helps you track leads, opportunities, and conversions.
  • Email Marketing: Create and send targeted email campaigns directly from the platform, leveraging client data to personalize communications.
  • Reporting and Analytics: Gain actionable insights with comprehensive reports and analytics that cover sales performance, client retention, and more.
  • Task Management: Assign and track tasks within your team to ensure accountability and timely completion of important activities.
  • Client Portal: Provide clients with a secure portal where they can access their policy information, request changes, and communicate with your agency.
  • Document Storage: Store and organize important documents in a centralized location, making it easy to retrieve and share files when needed.
  • Quoting Tools: Generate accurate quotes quickly with integrated tools that pull data from multiple carriers and present options to clients.
  • Commission Tracking: Keep track of commissions earned by agents, ensuring transparency and accuracy in compensation.
  • Mobile Access: Access the platform from any device with a mobile-friendly interface, allowing you to manage your agency on the go.
  • Integration with Carriers: Seamlessly connect with insurance carriers to streamline policy management and reduce manual data entry.
  • Client Communication: Utilize built-in communication tools to send texts, emails, and make calls directly from the platform, ensuring consistent client engagement.
  • Lead Management: Capture and nurture leads with tools designed to help you convert prospects into clients efficiently.
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Product Ranking

#13

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Insurance Software

#17

among all
Insurance Software

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User Sentiment Summary

Great User Sentiment 132 reviews
Great User Sentiment 22 reviews
89%
of users recommend this product

HawkSoft has a 'great' User Satisfaction Rating of 89% when considering 132 user reviews from 3 recognized software review sites.

86%
of users recommend this product

Better Agency has a 'great' User Satisfaction Rating of 86% when considering 22 user reviews from 2 recognized software review sites.

4.5 (18)
n/a
4.43 (60)
4.27 (11)
4.4 (54)
4.3 (11)

Synopsis of User Ratings and Reviews

Easy to Use: Many users find HawkSoft's interface intuitive and easy to navigate, even for those who are new to insurance software. They appreciate the straightforward design and clear labeling of features, making it simple to find what they need.
Comprehensive Features: HawkSoft offers a wide range of features that cater to the needs of insurance agencies, including policy management, client tracking, reporting, and more. Users appreciate having all the tools they need in one place, streamlining their workflow.
Excellent Customer Support: HawkSoft is known for its responsive and helpful customer support team. Users praise the quick turnaround times and the ability to reach knowledgeable representatives who can assist with any issues or questions.
Strong Integrations: HawkSoft integrates seamlessly with other popular business applications, such as accounting software and email marketing platforms. This allows users to connect their systems and automate tasks, saving time and effort.
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Easy-to-Use Interface: Many users praise Better Agency's intuitive platform, finding it simple to navigate and manage their insurance policies. They appreciate the clear layout and straightforward design, making it easy to find the information they need quickly.
Excellent Customer Support: Users consistently highlight the responsiveness and helpfulness of Better Agency's customer support team. They appreciate the prompt assistance they receive when they have questions or need help with their policies.
Competitive Pricing: Users often mention that Better Agency offers competitive rates compared to other insurance providers. They find the value for money to be excellent, especially when considering the features and services included.
Comprehensive Coverage Options: Better Agency provides a wide range of insurance options to suit various needs. Users appreciate the ability to find the right coverage for their specific circumstances, whether it's for their home, car, or business.
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Limited Customization: Some users find the system's rigid structure limits their ability to tailor workflows to their specific needs, leading to inefficiencies. For example, they may struggle to create custom reports or automate tasks that are unique to their agency.
Steep Learning Curve: The software's complexity can be daunting for new users, requiring significant time and effort to master. This can lead to frustration and slow adoption, especially for smaller agencies with limited resources.
Integration Challenges: Integrating HawkSoft with other essential business tools, such as CRM or accounting software, can be difficult and time-consuming. This can create data silos and hinder overall efficiency.
Customer Support Issues: Some users have reported inconsistent or slow response times from HawkSoft's customer support team. This can be frustrating when encountering technical difficulties or needing assistance with complex tasks.
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Limited Customization: Some users have reported that Better Agency's platform lacks the flexibility to tailor policies to specific needs, which can be frustrating for businesses with unique insurance requirements.
Customer Support Issues: Several users have expressed dissatisfaction with the responsiveness and helpfulness of Better Agency's customer support team, particularly when dealing with complex insurance inquiries or technical problems.
Integration Challenges: Integrating Better Agency with existing business systems can be a challenge for some users, leading to data inconsistencies and workflow disruptions.
Lack of Transparency: Some users have found it difficult to understand the pricing structure and policy details, leading to confusion and potential overspending.
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Is HawkSoft Insurance software for the birds, or will it make your agency soar? Over the past year, user reviews on HawkSoft have been largely positive, with many highlighting its intuitive interface and robust features as major strengths. Users particularly appreciate the platform's policy management capabilities, noting that it streamlines tasks like underwriting, quoting, and renewals, which are essential for daily operations. The built-in reporting and analytics tools, dubbed "Agency Intelligence," also receive praise for providing valuable insights into sales pipelines, client retention, and growth opportunities. However, some users have pointed out that the software's integration with third-party applications could be improved, citing occasional difficulties with data syncing and limited compatibility options. Despite this drawback, many users consider HawkSoft a worthwhile investment due to its comprehensive feature set and user-friendly design, especially when compared to competitors with less intuitive interfaces or fragmented functionalities. In conclusion, HawkSoft appears to be best suited for independent insurance agencies of all sizes looking to streamline their operations, improve client management, and gain a competitive edge. Its robust features, combined with its user-friendly interface, make it a powerful tool for agencies seeking to enhance efficiency and drive growth.

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User reviews of Better Agency over the past year present a mixed bag. While Better Agency is praised for its user-friendly interface and straightforward setup process, which allows agencies to get up and running quickly, users have expressed concerns about limitations in the software's functionality. For example, some users have reported difficulties with integrating Better Agency with certain third-party applications, which can be a significant drawback for agencies that rely on multiple software solutions. Additionally, while Better Agency offers basic reporting features, some users have noted that these features are not as robust as those offered by competitors, making it challenging to gain in-depth insights into agency performance. Overall, Better Agency may be best suited for smaller agencies or those new to agency management software who prioritize ease of use and a quick setup. However, larger agencies or those with more complex needs may find that Better Agency lacks the comprehensive functionality and advanced features necessary to effectively manage their operations.

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