HawkSoft and AgencyFocus Partner to Deliver Financial Clarity to Independent Agents

HawkSoft is partnering with AgencyFocus, founded by Carey Wallace and joined by her daughter Lindsay Wallace, to provide independent insurance agencies with financial clarity, valuation insights and services, and strategic financial guidance.

This partnership allows agencies to gain clarity and confidence in their financials through services like agency valuation, fractional CFO support, benchmarking, and strategic consulting. AgencyFocus equips agency owners with the insights they need to make confident decisions about growth, perpetuation, or acquisition. HawkSoft also plans to launch a series of 1-click reports inside the agency management system’s Agency Intelligence reporting suite which delivers a set of financial reports that AgencyFocus needs to offer their strategic services.

“HawkSoft has built something rare in our industry: a true community that supports agency owners beyond just technology,” said Carey Wallace, Founder of AgencyFocus. “Their relationship-first culture and commitment to helping agencies grow makes them the perfect partner for us as we focus on giving agencies the financial clarity they need to thrive long term.”

“Leaders at agencies don’t usually have time to deep-dive into their financials through the lens of planning for growth, perpetuation, or acquisition,” said Rushang Shah, CMO at HawkSoft. “Carey and the team at AgencyFocus are laser-focused on delivering a roadmap to agencies to help them understand their financial picture.”

HawkSoft and AgencyFocus’ partnership is a shared commitment to bringing financial acumen to independent agencies. The companies have prepared resources and FAQs to help agencies better understand this new offering. Learn more at www.hawksoft.com/about/partners/agencyfocus.