Consulting Services

Our consulting services provide HawkSoft CMS agency owners with guidance that is critical to their success by offering solutions to maximize profitability, effectiveness and efficiency. Our consultants are experienced insurance professionals who have deep knowledge of the business of insurance.

Our Consulting Services Include

• Agency Operations Review
• HawkSoft CMS Utilization Review
• Time Management Analysis
• Procedure Audit
• Agency Management System training
• Customized Agency Setup
• Marketing Plans for Cross Selling Best Practices
• Employee Training & Development
• Productivity reviews
• Retention Strategy
• Procedure Development
• Form Letter Library
• Accounting and Commission training
• Client Proposal development
• New Employee Bootcamps
• Agency Data Analysis and Data Clean-up