PolicyTech
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
List of Features
- Agency Intelligence
- Actional Sales Pipeline Reports
- Client/Customer KPI Report
- Carrier Website Integration
- Rater Integration
- Accounting Tools Integration
- Carrier Downloads
- Document Management
- Built-in ACORD Form Library
- Pre-fill ACORD Forms and Certificates of Insurance
- PDF Writer
- E-mail Marketing
- Personal and Commercial Workflows
- Batch Email
- Text Messaging
- Retention Alerts
Pricing Info
Pricing Info
HawkSoft’s enterprise pricing information is available only by quote. Contact the company for more details, and request a quote.
Integrations
Integrations
HawkSoft works with the following preferred and supported providers, and marketing solution, IT, and download providers:
- Applied Rater
- ITC Turbo Rater
- Assurance Systems (AccuAuto)
- Capital Software
- EZLynx
- IBQ Systems
- QuoteRush
- Vertafore FSC
- PL Ratin
- Quomation
- Agency Revolution
- AgencyBuzz
- Demand Force
- FloridaHomeInsurers.com
- A Local Agent
- Alicor Solutions
- Agency Technologies, Inc.
- Premier Computer Consulting
- The Kotter Group
- True Disaster Recovery
- Connective Technologies, Inc
- IVANS
- Symbience LLC
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Lakeshore Agency Inc., Williamson Insurance, Zanesville, Ohio; Partners Insurance Agency, Gainesville, Florida
Available Devices
Windows
Linux
Android
iPhone/iPad
Mac
Web-based
Windows Mobile
Company Size
Small Business
Large Enterprises
Medium Business
Freelancers
Available Support
phone
live support
training
tickets
General Info
An insurance agency management solution that aids Commercial and Personal Line agencies, agents, and their staff by offering sales pipeline and client KPIs reporting, and e-mail marketing.
Company Email
support@hawksoft.com
Contact No.
Company's Address
1230 SE 3rd Ave
Canby, Oregon 97013
USA
HawkSoft Comparisons
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Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
- Access Important Policies and Procedures Anywhere
- Workflow Automation
- Audit-Ready Reporting
- Employee Access to Policies and Procedures
- Policy Violations Reporting
- Microsoft Integration
Pricing Info
Contact Navex Global for enterprise pricing information and other product details on PolicyTech.
Integrations
PolicyTech integrates with the following business systems and applications:
- Microsoft SharePoint
- Microsoft Word
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Secro Group, Sanford Health, Highland Rivers Health
Available Devices
Windows
Linux
Android
iPhone/iPad
Mac
Web-based
Windows Mobile
Company Size
Small Business
Large Enterprises
Medium Business
Freelancers
Available Support
phone
live support
training
tickets
General Info
PolicyTech is an industry-leading policy and procedure management system. This revolutionary software streamlines and automates policy management so your organization can reduce legal risk.
Company Email
info@navexglobal.com
Contact No.
Company's Address
5500 Meadows Rd, Suite 500
Lake Oswego, Oregon
USA
PolicyTech Comparisons
Popular PolicyTech Alternatives
Both HawkSoft and PolicyTech were evaluated by a group of reliable B2B experts who prepared a detailed analysis of all important aspects of each product. Their total rating was prepared with unique SmartScore system which provides a separate partial score to every component like: main features, customer support, mobile device support, security, client satisfaction as well as market presence. Here at FinancesOnline we are aware that useful features are not the only factor important to a business so we do our best to pay attention to all facets of a app before giving it a final rating.
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