Understanding & Implementing Chatbots at Your Agency

You’ve seen them before: that little “How can I help you today?” bubble that pops up in the corner of a website if you’re on the page for long, allowing you to interact with a computer application...

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Getting Started with HawkSoft's Agency Intelligence and Sales & Retention Reports

Does the word "reporting" send chills down your spine? Does your stomach turn at the thought of sifting through pages of data just to get a sense of how your agency's book of business is doing?...

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The 7 Steps of a Consultative Sales Approach

Image source: InsuredMine

Guest blog by Scott Taylor, InsuredMine

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Take Flight with HawkLink for Google Chrome

One of the greatest new features in HawkSoft, currently being rolled out to agencies over the coming weeks in version 5.1, is HawkLink for Google Chrome. You might be familiar with earlier...

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A Standing Ovation: Tips from a Big I Best Practices Agency

Big I’s list of Best Practices Agencies, released every few years, recognizes agencies who “represent the highest performers based on their growth and operational excellence.” The 2020 list...

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Innovative or Incomplete? Finding True InsurTech Solutions

Guest blog by Ryan Mathisen, GloveBox

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Using Advanced Reports in HawkSoft

If you use HawkSoft you're likely familiar with the automatically generated report dashboards for Agency Intelligence and Sales & Retention, but what if there's a number you're looking for that...

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Report Types & Best Practices in HawkSoft

It’s no secret that in order to drive growth at your agency, you need accurate reporting tools to track key performance indicators (learn more about why this is in our blog on harnessing vital KPIs

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Your Documents Tell a Story: Are You Listening?

Guest blog by Andy Quintana and Callum Davidson, Slydeck

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Work Smarter, Not Harder: Understanding AI in Insurance

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