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HawkSoft integrates with Rocket Referrals to Automate Maintaining Relationships with Insureds

August 05, 2020 / PR Newswire

Successful independent agencies know that their best source of new business is their existing clients. This is a philosophy shared between HawkSoft and Iowa-based Rocket Referrals, a leader in managing and automating communications with insureds. Today, both companies are excited to announce that the Rocket Referrals suite of communication automation tools integrates with HawkSoft's agency management system. Agencies that use both systems can automatically sync client and policy data from HawkSoft to Rocket Referrals. Rocket Referrals is kept up to date on policy changes, new customers, and other key changes that can affect triggers and rules set in their smart automation workflows.