Client and policy data from HawkSoft flows into AgencyZoom to trigger automation workflows to nurture leads and engage existing policyholders

Interconnected systems are force multipliers for independent insurance agencies. AgencyZoom, the Insurance Sales Analytics and Automation platform, is leveraging HawkSoft’s Partner API to bring the two complementary systems together.

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AgencyZoom will be available on HawkSoft Marketplace with a focus on mutual customers exploring the integrated systems over the next month. HawkSoft’s agency management system houses a wealth of client and policy data that can seamlessly flow into AgencyZoom for use in its lead management and sales automation tools. For an agency that has spent years cultivating their book of business in HawkSoft, integration with AgencyZoom will enable automatic workflows to both capture new business and engage with existing clients.

HawkSoft and AgencyZoom were motivated to collaborate based on a shared perspective on how to move the independent agency channel forward.

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“Many sales automation systems are complex and cumbersome to use,” observes Rushang Shah, VP of Marketing for HawkSoft. “AgencyZoom delivers the call for a simple, affordable, and intelligent automation solution that helps agents automate engagement.”

“When we set out creating our system, the goal was to leverage technology to make insurance agent’s jobs easier,” says Tolga Demirel, Co-Founder of AgencyZoom. “One obstacle was always the need for insurance agents to download lead information from their AMS and upload it into our system. It takes time. Now that we’re integrating, that process and many others can be truly seamless.”

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