TAP Insurance Agency just rolled out HawkSoft, the agency management system trusted by more than 850 independent insurance agencies nationwide. For our clients across Texas, from Wise County to Houston, Dallas to Lubbock, this is more than a software change. It's the foundation of faster, sharper, more proactive service.
Why we made the move
For the last decade, the independent insurance agency model has had one weakness: paperwork. Independent agents shop dozens of carriers to find clients the best deal, but the back-office work of tracking policies, renewals, claims, payments, and carrier communications could eat the time we'd rather spend on the phone with you.
HawkSoft solves that. Every policy, every renewal date, every commission, every claim status, every email, every text, all in one place. Our team can pull up your file in two clicks instead of digging through five different carrier portals.
What changes for you
Faster quote turnaround. We can now compare 15+ carrier rates in a single workflow instead of bouncing between portals. Most personal auto and homeowners quotes come back in under an hour during business hours.
Renewal reminders that actually help. HawkSoft watches every policy's expiration date and triggers our team to start shopping the renewal 60 days out. No more renewals that auto-bump 20 percent because nobody had time to look.
Cross-carrier claim coordination. When you have a claim, we can see the status, contact the adjuster, and follow up on your behalf without you having to call the carrier yourself.
Trust accounting done right. Texas Insurance Code Chapter 4001 requires agents to hold premium funds in segregated trust accounts. HawkSoft's trust accounting module gives us the audit trail to do this cleanly, which protects you and the agency.
Texting from your client record. Our team can now text you directly from inside HawkSoft, with the conversation history attached to your file. Every message is logged.
What stays the same
Same friendly team. Same independent agency model. Same office in Rhome serving all of Texas (and Oklahoma). Same (800) 666-2254 you've always called. Same producers, Nate, Cindy, and Dawna, who know your file, know your story, and answer the phone when you call.
What's coming next
Over the next 90 days, we're rolling out task templates that ensure every new client gets the same standard touchpoints: Day 1 welcome call, 30-day check-in, annual policy review, birthday acknowledgements. The right thing happens at the right time, every time, automatically.
We're also building integration with our digital tools: the AI SMS quote intake at +1 (817) 646-6700 (text us anytime), the Sola wind/hail deductible product, the Propeller surety bonds portal, all flow into HawkSoft so your file is always complete.
How to take advantage
You don't have to do anything. The upgrade is on us. But if you want to experience the difference, here are 3 things to try:
1.
Text us a quote request at (817) 646-6700. The AI quote intake collects basics, hands off to Cindy or Dawna for the underwriting work.
2.
Ask for a free policy review. Call (800) 666-2254 or book a time online. We'll pull all your policies into one view and tell you what's missing or overpaying.
3.
Refer a friend. If you know a Texas business owner or homeowner who needs an honest broker, send them our way. The HawkSoft system makes us faster on referral leads than we've ever been.
Texas insurance is changing fast. Carriers are pulling back from coastal counties, hail zones, and high-risk drivers. Rates are up 60 percent on auto since 2020. Independent agencies that can shop the market efficiently are the only ones giving clients real options, and HawkSoft is what makes us efficient.
Welcome to the new TAP Insurance Agency. Same team, same values, much better workflow.
Get a quote: (800) 666-2254 | text (817) 646-6700 | tapinsuretx.com
Already a client? Email agent@tapinsuretx.com and we'll pull your file and tell you what we recommend. TAP Insurance Agency, PLLC. Licensed in Texas and Oklahoma. Independent broker working with 15+ top-rated carriers.
