CANBY, Oregon — Jun 03, 2026
Executive Summary
HawkSoft and Producers XL have announced a strategic partnership aimed at helping independent insurance agencies broaden advisory capabilities, address underserved client needs, and improve operational efficiency. Through the collaboration, HawkSoft agencies will gain access to Producers XL’s insurance expertise, advisor support resources, case design services, underwriting advocacy, and product solutions across life insurance, annuities, Medicare, disability income, and long-term care. The partnership is designed to help agencies identify coverage gaps, strengthen client relationships, and reduce administrative friction through enhanced support and specialized insurance knowledge.
Announcement Overview
The partnership brings together HawkSoft’s agency management platform and Producers XL’s advisor support ecosystem to provide insurance agencies with expanded access to specialized insurance solutions and operational resources. Producers XL supports advisors through flexible workflows, carrier relationships, case design teams, underwriting assistance, and technology-enabled processes designed to streamline business operations. According to the companies, the collaboration enables agencies to better serve clients whose needs extend beyond traditional property and casualty coverage while helping advisors spend more time on client engagement and business development. The partnership focuses on supporting growth, improving efficiency, and expanding access to insurance expertise without requiring agencies to build additional internal capabilities.
Key Announcement Details
- Announcement Type: Strategic Partnership
- Partner Organizations: HawkSoft and Producers XL
- Announcement Date: Jun. 3, 2026
- Primary Objective: Expand insurance advisory support and operational efficiency for independent insurance agencies
- Target Audience: Independent insurance agencies and insurance advisors
- Support Model: Advisor support ecosystem combining technology, expertise, carrier access, and operational assistance
- Insurance Categories Covered: Life Insurance, Long-Term Care Insurance, Medicare, Annuities, and Disability Income Insurance
- Advisor Resources Available: Case design support, underwriting advocacy, carrier relationships, and digital tools
- Business Focus: Reducing operational friction and improving speed to market
- Agency Benefit: Access to specialized insurance expertise without building in-house capabilities
- Client Service Objective: Help agencies identify and address overlooked insurance and risk-management needs
- Growth Focus: Stronger client relationships, broader advisory capabilities, and business development opportunities
- Operational Goal: Allow advisors to spend less time on administrative processes and more time serving clients
- Strategic Value for HawkSoft Agencies: Expanded access to life, long-term care, Medicare, annuity, and disability income solutions
- Producers XL Positioning: Independent insurance marketing organization and advisor support partner
- HawkSoft Focus: Agency management technology, workflow efficiency, and agency growth support
- Producers XL Experience: More than 200 years of combined insurance industry experience
- Partnership Outcome: Enhanced support ecosystem designed to help agencies operate more efficiently and deliver more comprehensive client solutions
Strategic Partnership
HawkSoft and Producers XL announced a strategic partnership focused on strengthening the ability of independent insurance agencies to serve a broader range of client insurance needs while improving operational efficiency.
The collaboration combines:
- Agency management technology
- Insurance advisory expertise
- Operational support resources
- Case design services
- Carrier relationships
- Underwriting advocacy
- Insurance product access
The companies stated that the partnership is intended to help agencies identify and address insurance needs that may otherwise remain underserved while providing additional support resources for advisors seeking to grow their businesses.
According to the announcement, the partnership reflects a shared objective of helping agencies operate more efficiently while strengthening the overall client experience.
Producers XL’s Advisor Support Model
A central focus of the announcement is Producers XL’s advisor-centric support approach.
Rather than limiting its role to providing access to carriers and insurance products, Producers XL positions itself as a broader operational and growth partner for insurance professionals.
The organization stated that its support model includes:
- Case design teams
- Underwriting advocacy
- Carrier relationship management
- Digital business tools
- Operational guidance
- Workflow support
The company noted that these resources are designed to reduce friction throughout the insurance sales and servicing process.
According to Producers XL, advisors are not required to operate within rigid systems or predefined workflows. Instead, support is structured around the way agencies already conduct business, allowing them to maintain flexibility while gaining access to specialized expertise.
The organization stated that this approach helps advisors reduce administrative burdens and focus more time on serving clients and building long-term relationships.
Insurance Solutions Supported Through the Partnership
The partnership expands access to support and expertise across several insurance product categories.
These include:
- Life Insurance
- Long-Term Care Insurance
- Medicare Solutions
- Annuities
- Disability Income Insurance
According to the announcement, Producers XL brings experience across each of these areas and works with advisors to identify solutions that align with client needs and risk considerations.
The organization stated that its objective is to help advisors conduct more comprehensive client reviews and identify potential exposures that may otherwise remain unaddressed.
By supporting a broader spectrum of insurance solutions, the partnership aims to help agencies enhance their advisory capabilities and strengthen client engagement opportunities.
Focus on Reducing Operational Friction
A recurring theme throughout the announcement is the reduction of operational friction for insurance advisors.
According to Producers XL, advisors frequently face administrative challenges that can slow business processes and reduce time available for client-facing activities.
The company stated that its support ecosystem is designed to simplify:
- Case management
- Product research
- Carrier engagement
- Underwriting coordination
- Application support
- Policy placement processes
By helping agencies navigate these operational requirements more efficiently, Producers XL seeks to improve speed to market and reduce workflow bottlenecks.
The organization stated that this allows advisors to focus more attention on relationship development, client service, and business growth initiatives.
Company Commentary
Angie Hughes, Managing Partner, Producers XL, discussed the organization’s approach to helping advisors expand risk-related conversations with clients.
“We understand the role of a risk advisor and our insurance solutions are often viewed as complicated, but with our hands-on approach to aiding you with being a complete risk advisor to your clients, we believe we help you do a rounded review of what keeps your clients up at night.”
According to Producers XL, helping advisors deliver more complete risk assessments remains a key component of the organization’s support strategy.
The company stated that broader discussions around insurance protection can help agencies uncover client concerns that may not always be immediately visible during traditional insurance reviews.
HawkSoft Perspective on the Partnership
Rushang Shah, Chief Marketing Officer, HawkSoft, said the partnership addresses a challenge faced by many insurance agencies attempting to expand advisory capabilities beyond their existing areas of expertise.
“Agents are losing client relationships to gaps they can’t see, such as life, long-term care, and Medicare needs that go unaddressed because the expertise isn’t in-house. Partnering with Producers XL gives HawkSoft agencies a way to close that gap without building it from scratch.”
According to HawkSoft, the collaboration provides agencies with access to specialized insurance knowledge and support resources that may otherwise require significant internal investment to develop independently.
The company stated that this approach enables agencies to broaden service offerings while maintaining focus on their core operations.
Advisor Growth and Business Development Opportunities
The partnership is also intended to support advisor growth initiatives.
According to the announcement, Producers XL functions as a growth partner by combining:
- Insurance expertise
- Technology resources
- Responsive support
- Operational guidance
- Industry experience
The organization stated that these capabilities help advisors spend less time navigating administrative challenges and more time focused on:
- Client engagement
- Relationship building
- Business development
- Insurance education
- Policy placement
- Revenue-generating activities
The partnership seeks to create a framework through which agencies can expand service capabilities while maintaining operational efficiency.
About HawkSoft
HawkSoft has provided management system solutions for independent insurance agencies since 1995.
The company stated that its platform is designed to support effective agency workflows while delivering positive experiences for agency staff and policyholders.
Created by independent insurance agents, HawkSoft continues to serve agencies through technology solutions focused on operational efficiency, workflow management, and agency growth.
According to the company, thousands of agencies utilize HawkSoft’s platform to support daily operations and client service activities.
HawkSoft also highlights a commitment that an agency’s investment in its platform will pay for itself within the first year.
About Producers XL
Producers XL serves as an independent insurance marketing organization and advisor support partner focused on helping insurance professionals operate more efficiently and expand advisory capabilities.
The organization provides expertise across:
- Life Insurance
- Annuities
- Long-Term Care Insurance
- Medicare
- Disability Income Insurance
According to the company, its team brings more than 200 years of combined insurance experience and works with advisors to provide practical, client-focused solutions designed to address insurance-related risks and concerns.
The organization stated that its mission centers on helping advisors identify opportunities, improve client awareness, and deliver solutions that support long-term financial protection objectives.
Media Contact
For additional information, visit hawksoft.com.
Source Attribution
Source: Company announcement
