#USA #Insurance #HawkSoft #Canby #AgencyFocus

Partnership Overview

HawkSoft, a prominent agency management system provider, has recently announced a partnership with AgencyFocus, a consultancy founded by Carey Wallace and her daughter Lindsay Wallace. This collaboration aims to offer independent insurance agencies more financial clarity and strategic guidance, enabling them to make informed decisions regarding their growth, perpetuation, or acquisition.

Empowering Independent Agents

Independent insurance agencies often face challenges in navigating their financial landscapes. The partnership between HawkSoft and AgencyFocus addresses these challenges head-on, providing agencies with extensive services, including:

• - Agency Valuation: Understanding the worth of the agency is critical for growth and planning.
• - Fractional CFO Support: Agencies can access seasoned financial leaders to help guide their decision-making.
• - Benchmarking: Organizations can compare their financial performance against industry standards.
• - Strategic Consulting: Tailored advice to steer agencies towards their goals.

This offering allows agency owners to better comprehend their financial situations, instilling confidence as they decide the future steps for their businesses.

Innovative Reporting Tools

In tandem with this partnership, HawkSoft is preparing to unveil a series of one-click reports within its Agency Intelligence reporting suite. This tool is designed to generate the essential financial reports needed for AgencyFocus to provide their strategic services effectively. The ease of reporting will significantly enhance the capabilities of agency owners to access crucial insights without delving deep into complex financial data.

Quotes from Leaders

Carey Wallace, the founder of AgencyFocus, expressed her enthusiasm for the partnership: “HawkSoft has built something rare in our industry—a true community that supports agency owners beyond just technology. Their relationship-first culture and commitment to helping agencies grow make them the perfect partner for us as we focus on giving agencies the financial clarity they need to thrive long term.”

Rushang Shah, the Chief Marketing Officer at HawkSoft, added, “Leaders at agencies don’t usually have time to deep-dive into their financials through the lens of planning for growth, perpetuation, or acquisition. Carey and the team at AgencyFocus are laser-focused on delivering a roadmap to agencies to help them understand their financial picture.”

A Commitment to Financial Acumen

Together, HawkSoft and AgencyFocus share a commitment to empowering independent agencies with the financial insights necessary for achieving long-term success. Both companies have prepared resources and FAQs to assist agencies in comprehending this new offering and leveraging it for their benefit.

For further information on this partnership and its offerings, visit HawkSoft's Partnership Page.

About HawkSoft

Founded in 1995, HawkSoft stands as a leader in providing management systems tailored for independent insurance agencies. It promises an effective workflow and a positive experience for both agency staff and policyholders. HawkSoft’s ongoing innovation stems from a dedication to evolving its platform in tandem with user needs. The company assures agents that their investment will likely recoup within the first year.

About AgencyFocus

AgencyFocus is committed to empowering independent insurance agencies by translating complicated financial data into actionable insights. Founded by Carey Wallace, the consultancy offers valuations, CFO services, benchmarking, and strategic consulting, equipping agency owners to navigate towards growth and future acquisitions confidently.

For more details, visit AgencyFocus.