Insurance agencies
Coverage review inviter
Invites clients who have one policy with you to book a coverage review with your agent.
Common
For insurance agencies
Policy change intake
Gathers everything for a client's policy change, like a new car or driver, so your agent can submit it.
- Gmail
- HawkSoft
A replay with a made-up business and made-up data, so you can see each step.
How he does it
7 steps, the same way every time, and one place where he asks you first.
- StartsWhen a client emails about a change
- 1Read the client's email about the changeGmail
- 2Find their policy in HawkSoftHawkSoft
- 3List what the carrier needs: VIN, driver, date, lender
- 4Ask you first before writing back to the clientHe asks you first
- 5Ask the client for what is missing, from your GmailGmail
- 6Fill the change request in HawkSoft for your agentHawkSoft
- 7Text you it is ready for your agent to submit
- What you getEvery policy change gathered in full in HawkSoft, ready for your agent to review and send to the carrier.
This is how he starts. On your call, our engineer shapes every step around how you work: your tools, your rules, your words.
More Jameses for insurance agencies
Insurance agencies
Review request rep
Asks every new client for a Google review once their policy is issued, and drafts replies to new reviews.
Insurance agencies
Payment reminder rep
Reminds clients with a past-due premium to pay the carrier before the cancel date on the notice.
Insurance agencies
Hiring coordinator
Logs applicants for your CSR and producer roles, looks up their licenses, and books the ones you pick.