Where Insurance Service Meets Innovation
Revolutionize how you manage customer support, account management and client renewals with our personalized, proactive, and innovative insurance support solutions.
Increase client retention, increase user satisfaction, and increase confidence in your team.
Creative solutions
- Fragmented client information across multiple systems
- Important client and carrier emails and communications slipping through the cracks
- Lack of common, business critical, third party integrations
- Not being able to automate repetitive tasks hindering necessary productivity and performance needed to compete in today’s insurance market
HubSpot combines ease of use, automation, AI-driven insights, and seamless integrations to deliver a superior user and customer experience. Organize and monitor policy renewals effectively, ensuring timely follow-ups and client retention. Optionally, change your personal lines renewal process from policy by policy communication to a once-a-year annual insurance review.
Seamless Data Synchronization
Integrate your Agency Management System (AMS) with HubSpot using PowerSync, ensuring quick and easy access to client data in a centralized dashboard.
Automated Support Ticketing
Automatically transform emails, calls, and chats into support tickets, streamlining issue tracking and resolution.
Enhanced Communication Management
Convert shared email accounts into a unified HubSpot Inbox, enabling your team to efficiently triage and respond to incoming communications.
Flexible Team Assignments
Assign clients to specific individuals or teams, optimizing workload distribution and accountability.
Workflow Automation
Implement custom workflows to automate routine tasks, reducing manual intervention and enhancing efficiency.
Switch to AIR, Annual Insurance Review for Personal Insurance
Organize and monitor policy renewals effectively, ensuring timely follow-ups and client retention. Optionally, change your personal lines renewal process from policy by policy communication to a once-a-year annual insurance review.
- Easy to use lookup and communication tools make it easier and faster to handle phone, email, and chat based customer inquires
- Automated emails and SMS notifications ensure billing inquiries are addressed in a timely manner.
- PowerSync Carrier links make it easy for user to quickly get to the client carrier account
- Having a separate claims ticket pipeline makes it simple to track claims progress
- Publish a simple form that triggers automation to manage COI requests.
- A unified view of client data makes it easier for account manager to make policy recommendations
- Assign quoting to unlicensed VA’s and reassign back to account managers after quotes are completed using automation and unique pipelines.
- Annual Insurance Reviews (AIR) allow agencies to spend less time talking to clients by meeting with them once a year vs before each policy is renewed. (note, there will be a page just for the AIR process that we can link to here)
A big thanks to David LeFevre and his team for making the Hawksoft to HubSpot sync a reality and helping Grit Insurance optimize our renewal and support processes. We’re now able to save time and handle more with fewer resources. My team has fully embraced HubSpot as the ideal tool for sales, account management and client support.
How It Works
Our Process
SalesPower can onboard your entire sales and service organization or service only. Migrating your client support, account management and renewal process is a 30-90 day process.
Consultation
Assess your agency’s current AMS, tech stack, data, and client service, management and renewal processes.
Customization
Tailor HubSpot and PowerSync to align with your agency’s objectives.
Implementation
Integrate your AMS with HubSpot, configure HubSpot, integrate your key customer support systems.
04
Training
Provide comprehensive training to your team for effective utilization of the new system.
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Ongoing Support
Offer continuous assistance to adapt and optimize the system as your agency grows.
A big thanks to David LeFevre and his team for making the Hawksoft to HubSpot sync a reality and helping Grit Insurance optimize our renewal and support processes. We’re now able to save time and handle more with fewer resources. My team has fully embraced HubSpot as the ideal tool for sales, account management and client support.