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Partnership Announcement Between IA Valuations and HawkSoft

On March 19, 2026, IA Valuations, a leading provider in agency evaluations and business consulting, announced a significant new partnership with HawkSoft, a trusted name in agency management systems for the insurance industry. This collaboration aims to empower independent agency owners by leveraging data-driven insights that can facilitate better future planning.

Benefits of the Partnership

This strategic alliance intends to bridge the gap between performance analytics and HawkSoft's renowned agency management system (AMS). By integrating these two platforms, agency owners will have access to critical valuation indicators, revenue trends, customer retention data, and performance benchmarks, all tied directly to their HawkSoft data. Such insights will enable agency owners to make informed decisions regarding business growth, carrier negotiations, compensation strategies, and more.

Jodie Shaw, the Director of Business Development at IA Valuations, expressed her enthusiasm about the partnership, stating, "IA Valuations is excited for this opportunity to partner with HawkSoft and assist in educating their clients on the value of their largest asset – data. Our goal is to help all agency owners realize and maximize their value, and we believe an agency valuation is the best first step to understanding and planning."

Rushang Shah, HawkSoft’s Chief Marketing Officer, echoed this sentiment, remarking, "Independent agency owners are sitting on a goldmine of data, and most struggle to unlock it. Our partnership with IA Valuations changes that by connecting HawkSoft's operational data with IA Valuations' expertise. We're giving agency owners something they've never had before: a clear, confident picture of what their business is worth and where it's headed."

Enhancing Business Insights

The partnership seeks to streamline the agency valuation process for HawkSoft users. While HawkSoft’s AMS system is not directly linked to IA Valuations' database, the collaboration aims to improve how agencies can use their AMS to assist in obtaining essential information for valuations. The two companies share a common goal of strengthening and perpetuating the independent agency system, focusing on helping agents realize and maximize their value.

Independent insurance agents can access a wealth of resources including testimonials, blogs, and quarterly marketplace reports, which are available at IA Valuations. More information about the integration with HawkSoft can be found at HawkSoft Partnerships.

About HawkSoft

Founded in 1995, HawkSoft has built a reputation as a leader in agency management systems tailored for independent insurance agencies. Their focus is on creating effective workflows that provide delightful experiences for both staff and policyholders. The company’s promise to agents is compelling: your investment in HawkSoft will pay for itself within the first year.

To learn more about HawkSoft’s unique story—which includes a father-and-son team behind its inception—visit HawkSoft Story.

About IA Valuations

As an entity created in 2017 under the Ohio Insurance Agents Association, IA Valuations specializes in valuation-based planning exclusively for independent insurance agency owners. Their mission is to help agency owners realize and maximize their value, ensuring that every valuation and business plan prepared is tailored to meet the specific needs of the independent agency.

Both IA Valuations and HawkSoft are excited about this partnership, which promises to provide independent insurance agencies with the necessary insights to thrive and succeed in an ever-evolving market.