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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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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Drive more sales with Sales Pipeline

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Customize the Sales Pipeline in HawkSoft 4 (Bonus: Sales Pipeline Infographic)

(Source: Shutterstock)

HawkSoft 4 launches this October with a visual overhaul and a redesigned sales pipeline that will help you support and understand your agency better than ever.

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