Smart Harbor Integrates Smart Digital with HawkSoft’s Agency Management System 

The integration fits within Smart Harbor’s vision of creating a digital ecosystem of agency solution providers that connect the entire customer journey for the agent.

(Photo credit: GintarasB.)

Smart Harbor, a Columbus, Ohio-based provider of digital solutions for insurance agents, announced that it has integrated Smart Digital with HawkSoft’s (Canby, Ore.) agency management system. Smart Harbor offers a digital ecosystem for agencies that includes mobile-responsive websites, automated smart forms, chat, automated social media content distribution, local market SEO, online directory listings, and email marketing solutions. The integration with HawkSoft’s agency management system allows sales opportunities, including prospect information, quoting and policy requests to populate HawkSoft seamlessly, enabling agents to process new business faster and more efficiently, according to a Smart Harbor statement.

Jason Walker, Managing Partner, Smart Harbor.

Smart Harbor couches the Hawksoft announcement in the context of its recent introduction of its Smart Producer solution, which the vendor says provides a guided, personalized mobile shopping experience. Smart Harbor characterizes the HawkSoft integration as part of its vision to create a digital ecosystem of agency solution providers that connect the entire customer journey for the agent enabling them to conduct business more cost efficiently.

“Today we work with more than 1,100 independent agencies that seek ease of doing business through website enhancements that include integration with their agency management systems. HawkSoft’s total focus on customer service and enabling the next generation of insurance processing for its agency customers made it an ideal partner for us,” comments Jason Walker, Managing Partner, Smart Harbor.  “Our goal is to simplify insurance buying for the digital generation by providing easy-to-use, effective and value-based solutions that enable insurance agencies to compete.”

Rushang Shah, Director of Marketing, HawkSoft.

Sanity and Efficiency

“HawkSoft’s platform helps thousands of agencies retain more policyholders, grow their book of business, and run their operations with sanity and more efficiency,” comments Rushang Shah, Director of Marketing, HawkSoft. “Smart Harbor’s integration with our platform allows agencies to build intelligent websites that integrate directly into the HawkSoft platform. Agencies can use this, for example, to collect leads on their website and automatically assign to agency staff to engage using HawkSoft’s marketing tools.”

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Anthony R. O’Donnell // Anthony O'Donnell is Executive Editor of Insurance Innovation Reporter. For nearly two decades, he has been an observer and commentator on the use of information technology in the insurance industry, following industry trends and writing about the use of IT across all sectors of the insurance industry. He can be reached at AnthODonnell@IIReporter.com or (503) 936-2803.

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