Elevating Sales, Customer Experience, and Maximizing Efficiency with Kiki Johnson

This episode of The Insurance Buzz with Kiki Johnson highlights how technology, when paired with clear processes, can transform efficiency, sales, and customer experience. Kiki stresses the importance of viewing the business through the eyes of clients and employees, building workflows before adopting tools, and using personalization to strengthen loyalty. The right tech frees teams from repetitive tasks, enabling them to focus on relationships and retention—turning automation into a human-centered growth engine.

Part 1 of HawkSoft’s Insurance Perspectives Podcast explores the Insurance Agent App, created to give policyholders one branded login for all their insurance info. Founder Kiki Johnson explains how the app improves client access, strengthens agency branding, and streamlines service. It integrates with HawkSoft, reduces repetitive workflows, and helps agencies focus more on relationships than admin tasks.

Part 2 of HawkSoft’s Insurance Perspectives Podcast features Heather Killian from Atkinson Insurance Agency, sharing how the Insurance Agent App improves client service and operations. The app lets clients access policies and submit claims anytime, with data syncing directly into HawkSoft for follow-up. It enhances efficiency, standardizes workflows, supports agency branding, and frees staff to focus on writing business and client relationships.