Expert Perspectives

How HawkSoft and FirstChoice Empower Independent Agencies for Long‑Term Success

Independent agencies in today’s market face rapidly shifting client expectations, new competitive pressures, and an urgent need for efficiency. Supporting growth in this environment takes more than software. It takes a partner dedicated to helping agencies strengthen operations, deepen relationships, and scale with confidence.

Andrew Katz, FirstChoice Senior Vice President, Business Strategy & Growth, and Michael Ley, Director of Network & Association Relations, HawkSoft, explore how their partnership is helping independent agencies meet evolving demands and achieve long‑term success. Together, they break down the tools, resources, and collaborative approach that are driving meaningful results for member agencies.

In this video, listen to insights on:

  • How HawkSoft partners with agencies to support growth, operational excellence, and long‑term sustainability in a changing market.
  • The specific tools and resources HawkSoft offers to help agencies boost efficiency, elevate client experience, and operate at scale.
  • The role of agent feedback in shaping HawkSoft’s product roadmap, ensuring agents’ ideas drive improvements and the system evolves to meet their needs.
  • How the partnership between FirstChoice and HawkSoft creates real impact for member agencies through shared expertise, integrated technology, and a unified focus on agency success.

This isn’t just about adopting an agency management system. It’s about creating a smarter, more scalable business that’s backed by a partner who’s invested in your growth. If you’re exploring better ways to optimize your operations and elevate your client experience, this conversation is one you won’t want to miss.

MarshBerry is a global leader in investment banking and consulting services, specializing in the insurance brokerage and wealth management sectors. If your firm seeks expert advisory guidance to refine your business strategies, drive sustainable growth, or facilitate a sale, MarshBerry is the ideal partner to support you in making these critical business decisions. Collaborating with a trusted advisor who deeply understands your business and the industry can help you maximize value at every stage of ownership.