Built for insurance agencies and insurance agencies only. @Sonant handles routine calls so your team can get back to what actually matters: building relationships and growing the agency. Hear more from Francisco Lopes on the IP podcast. 🎙️ ⤵️

Not every payment in your agency should follow the same workflow. Join RevitPay on the HawkSoft blog as they discuss seven questions to ask your payment provider before before assuming one size fits all. #HawkSoftPartner Learn more 🧵

With tasks, you can work smarter not harder by utilizing templates, download rules, and default task triggers. Create rules based on download type, personal or commercial lines, or office to improve your agency's efficiency. Learn more by visiting the HawkSoft blog below 🧵

Avoidable payment failures drive roughly half of customer churn. Expired cards. Outdated billing info. In insurance, the stakes are higher than a canceled streaming subscription. Click the link below to hear more from @agavepay on how to minimize these payment issues. 🧵

One system, such as your AMS, can't do it all. Who handles growth? Retention? Relationship nurturing? That's where @InsuredMine comes into play. Join Raution Jaiswal on the latest episode of the IP podcast where he breaks down what's new at InsuredMine. Listen ⤵️

Sell more. Stay longer. Refer your friends. That's the Client Circle mission and they have the tech and the people to make it happen. Listen to Torey Maerz on the IP podcast below as he discusses what's new with the platform and what's on the horizon. 🧵

The new season of the IP podcast has begun. 🔥 Join host Brad Boldt on the most recent episode featuring Ray Huang from @canopy_connect. Ray discusses what's new at Canopy and new features on the horizon for the platform. #HawkSoftPartner Watch/listen below. 🧵

“In an industry built on precision, 'mostly right' isn't good enough.” Jason Keck of Broker Buddha joins us on the HawkSoft blog to talk about AI. His advice: consider solutions that are AI-enabled, not AI-first. This way, your agency maintains control. More info below 🧵

Who will we see in Las Vegas in two months for @insuretechnow? 👋 We thrilled to sponsor this event that'll bring together nearly 800 independent agents/brokers. Our very own Paul Moyes will also be speaking. Register today and use the code below for $200 off! More info 🧵