Meaningful AI for Independent Insurance Agencies

HawkSoft and LeO announce API integration to bring AI-assisted insight to the Independent Agent channel
PRNewswireNovember 17, 20234 min

Insurance agency platform HawkSoft and AI-powered insurtech LeO announce the integration of their products via HawkSoft’s Partner API. LeO uses AI to guide independent insurance agents towards better prospect opportunities. In place of manually combing through leads in the hope of finding a good fit for your agency, LeO analyzes millions of data points to generate prospects lists that fit the profile of clients your agency is successful at serving. When combined with the wealth of client and policy data within an agency’s HawkSoft Insurance Platform, LeO can generate prospect lists of top customers, cross-selling and win-back opportunities, and track upcoming renewals.

With HawkSoft integration, LeO users can run data analytics on their Book of Business to pinpoint key trends and illuminate insights that might have escaped the naked eye. LeO can also be leveraged as a search engine to identify businesses in an area that fit a risk profile that an agency is hoping to market towards.

“The HawkSoft LeO partnership will provide HawkSoft customers with unprecedented access to prospect data, enabling them to win business faster. LeO’s groundbreaking capability to match an agency’s Book of Business with prospects set a new industry standard,” saidĀ Scott Angell, Senior Vice-president at LeO. Scott continued, “We are thrilled to join forces with the HawkSoft team and bring value to their dedicated customer base.”

“We appear to be on the cusp of breakthrough AI innovation in the insurance world,” observesĀ Rushang Shah, CMO of HawkSoft. “HawkSoft advocates for innovations that enhance and enable deeper personal relationships between people, not those that aim to replace personal relationships. LeO is skipping past the hype stage to immediately tackle AI-assisted workflows that help producers improve the quality, quantity, and pace of building relationships with prospects.”

API integration between LeO and HawkSoft is available today to all mutual customers. Agencies that use LeO to power their prospecting, and HawkSoft to manage their agency data, can enable the integration in HawkSoft’s Marketplace. To learn more about how LeO integrates with HawkSoft

Stay Ahead of the Financial Curve with Our LatestĀ Fintech NewsĀ Updates!



We are one of the worldā€™s leading Fintech-based media publication with our content strategized and synthesized to fit right into the expanding ecosystem of Finance professionals. Be it fintech live news, finance press releases, tech articles from Fintech evangelists or interviews from top leaders from global fintech firms, we give the best slice of knowledge topped up with the aptest trends. Our sole mission is to help tech and finance professionals step up with the rapidly emerging Fintech civilization and gain better insights to emerge victorious in every possible way. We adopt a 360-degree approach in order to cater to present a holistic picture of the fintech arena.

Our Publications

FintecBuzz, 2024 Ā© All Rights Reserved