In Episode 150 of the Scratch Agency Podcast, we’re joined by Rushang Shah, Chief Marketing Officer at HawkSoft, for a deep-dive into what makes a modern agency management system work for the agent, not the other way around. In this honest and forward-thinking conversation, Rushang Shah breaks down how HawkSoft’s family-owned and privately held structure allows them to stay focused on what matters most—listening to agents and building around their real workflows.

From the rise of embedded tools and AI to the dangers of data ownership loopholes, we explore what scratch agents need to consider before choosing a vendor. You’ll hear the truth behind the “one platform does it all” myth, how to future-proof your tech stack, and what Rushang Shah sees on the horizon for AMS innovation.

🔍 If you’ve ever felt overwhelmed by shiny tech promises, or just want to know the right questions to ask before signing with a new tool—this episode will give you the clarity and confidence you need.

💼 Sponsored by HawkSoft

https://www.hawksoft.com

🕒 Timestamps:

00:00 – Introduction

03:12 – Rushang Shah Journey from Mobile Tech to Insurance

06:57 – What Today’s AMS Users Actually Want

11:20 – CRM Features, Workflows & the Evolution of HawkSoft

17:15 – The One-Platform Myth vs. Best-in-Class Focus

21:33 – Why “Saying No” Can Be a Product Strength

27:00 – AI, Natural Language & the Future of Data Access

33:15 – Ownership, Access, and the Real Risks of Data Misuse

41:28 – Questions to Ask When Choosing a Tech Vendor

47:54 – What Makes HawkSoft Different (and Why It Matters)

51:20 – Final Thoughts from Rushang Shah

A family-owned agency management system built to serve independent agencies with flexibility, transparency, and human-centered support.

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