The next evolution of HawkSoft
Welcome to your home for information and updates on the next evolution of our platform, which will use cloud technologies to serve your agency’s data to desktops, laptops, and mobile devices. We’ve created this page to share our vision for this project, answer questions, and celebrate milestones. We’ll update this page periodically so you can journey with us to the cloud.
Introducing HawkSoft 6: our cloud platform
HawkSoft 6 brings the powerful, intuitive, and efficient HawkSoft workflows you love to a new platform powered by the cloud. HawkSoft 6 fundamentally changes where HawkSoft stores, reads, and delivers your agency’s data. It frees data from being tethered to your agency’s local server (local installation) or third-party online hosting partner (HawkSoft Online). Instead, all data is stored and accessed on HawkSoft Cloud, our secure cloud servers powered by Microsoft Azure.
- Enables data access from both a desktop app and mobile browsers
- Eliminates the need for a server hosted locally on your office network or by third-party online hosting partners
- Facilitates faster and more reliable connectivity
- Provides enhanced data security on Microsoft Azure
- Backs up your HawkSoft data automatically in the cloud
- Provides infrastructure for faster innovation of new features
Two ways to access your data in HawkSoft 6
HawkSoft 6 combines the powerful performance of a desktop app with the convenience of cloud-based data that can be accessed from anywhere on any device. You’ll enjoy the full set of features on your office PC or laptop, and have access to client and policy data from your phone or tablet.
Our hybrid approach is similar to a platform like Microsoft Outlook: the desktop app offers the most comprehensive features and best overall experience to those working on a PC or laptop while a lighter feature set is available via web browser that provides convenient access to key client and policy data on any mobile device.
1.
Desktop app
Full
platform experience
The desktop app delivers the full, comprehensive set of features you have come to expect from HawkSoft on your office workstation or anywhere you take your laptop.
- Native app for Windows installed on your office PC or laptop
- Same powerful and efficient policy workflows and keyboard shortcuts you know and love
- Smaller footprint: no need for a local server, third-party online hosting partners, or remote access software like Parallels
2.
Mobile browser
Agent
Portal
Agent Portal, HawkSoft’s mobile-optimized browser experience, gives you read-only access to the client and policy data you need on the go, without the heavy footprint of a full agency management system running on your tablet or mobile device.
- Available via web browser on mobile devices
- View client and policy info at a glance or drill deep into coverages
- Place calls, send emails, or route directions to addresses on your mobile device with a single tap
When will HawkSoft 6 be available?
Phase 0 (December 2022)
Internal use & testing by
HawkSoft employees
HawkSoft 6 will first be released to HawkSoft employees, who use the system to manage our clients (agencies). This allows us to test workflows, fix bugs, and train employees on the platform before it’s released to agencies. This version will not have all capabilities of the current HawkSoft platform, as some will still be under development.
Who can get this version:
- HawkSoft employees
Excluded features/workflows:
- Some features/workflows still under development
Phase 1 (First half of 2023)
Applicable new
agencies
This will be the first publicly available version of HawkSoft 6, released to agencies that are new to HawkSoft and do not require a data conversion from their prior system. This version excludes some lesser-used capabilities of the current HawkSoft platform.
This allows us to test and refine HawkSoft 6 with a small and predictable number of agencies, ensuring the new platform is scalable to all agencies before moving a large number of agencies and their data onto it.
Who can get this version:
- New agencies that sign up with HawkSoft and do not require the excluded features
Excluded services/features:
- Data migration or conversion from another management system
- Commissions workflows & reporting
Used by less than 30% of agencies - Batch email sends from reports (individual email capabilities remain)
Used by less than 1% of agencies - Agent Portal (website for client data)
Used by less than 2% of agencies - Self-service Certificates (HawkSoft Marketplace add-on)
Used by less than 4% of agencies - CSV Data Importer
Used by less than 2% of agencies - New York ID card integration
Phase 2 (Second half of 2023)
Most new & existing
agencies
HawkSoft 6 will be released to new agencies that require data conversions, and to most existing agencies. After we validate the scalability of the platform in the prior phase with a smaller group of new agencies, we will begin the controlled move of thousands of existing HawkSoft agency accounts onto the new platform, in staged rollouts.
This will require massive amounts of data conversion and will be done gradually, starting with agencies of certain demographics that are most compatible. A dedicated HawkSoft 6 conversion team will guide each agency through the migration schedule and provide the necessary training to ensure a successful transition to HawkSoft 6.
Who can get this version:
- New agencies that don’t need the excluded features
- Applicable existing HawkSoft agencies that don’t need the excluded features (agencies who attend 2023 HUG National Conference may receive priority)
Excluded features/workflows:
- Commissions workflows & reporting
Used by less than 30% of agencies - Batch email sends from reports (individual email capabilities remain)
Used by less than 1% of agencies
Phase 3 (End of 2023)
All new & existing
agencies
HawkSoft 6 will be in wide release to all new and existing agencies. This release will have a feature set nearly equivalent to what can be done in HawkSoft today, with updates and enhancements that utilize our modern cloud infrastructure.
Who can get this version:
- All new agencies
- All existing agencies
Possible excluded features (TBD):
- Batch email sends from reports (individual email capabilities remain
– see
details)
Used by less than 1% of agencies
Roadmap to HawkSoft 6
Project Status
- Not Started
- In Development
- Completed
Milestone 1
- Cloud Infrastructure
- Vendor API
- Agent Portal
- Cloud Search (New Search Experience)
Milestone 2
- Agency Setup & User Management
- Remove Settings Dependency on In-Office Network Drives
- UX/UI Development
Milestone 3
- Agency Intelligence Reporting Engine
- Sales & Retention Reports
- Accounting & QuickBooks® Integration
- Tasks
- Multi-factor Authentication
Milestone 4
- Ready-made Reports
- Access Client File with API Calls
- Carrier Setup
- Logs & Attachments
- Agency Onboarding/Offboarding
Phase 0 Launch
HawkSoft employees
- December 2022
Milestone 5
- Data Exports (95%)
- Carrier Downloads (30%)
- Print/Create Options, Including ACORD Forms (95%)
- Rater Integrations (30%)
- Partner API (70%)
Phase 1 Launch
Applicable new agencies
- First half of 2023
Milestone 6
- Data Migration (25%)
- New Agency Conversions (5%)
- Self-service Certificates
- CSV Data Importer
- Optimizations for Scale
- Updates from Phase 1 Feedback
Phase 2 Launch
Most new & existing agencies
- Second half of 2023
Milestone 7
- Commissions
- Batch email (TBD)
- Updates from Phase 2 Feedback
Phase 3 Launch
All remaining agencies
- End of 2023
Project Status
- Not Started
- In Development (% done)
- Completed
Milestone 2
- Agency Setup & User Management
- Remove Settings Dependency on In-Office Network Drives
- UX/UI Development
Milestone 4
- Ready-made Reports
- Access Client File with API Calls
- Carrier Setup
- Logs & Attachments
- Agency Onboarding/Offboarding
Milestone 5
- Data Exports (95%)
- Carrier Downloads (30%)
- Print/Create Options, Including ACORD Forms (95%)
- Rater Integrations (30%)
- Partner API (70%)
Milestone 6
- Data Migration (25%)
- New Agency Conversions (5%)
- Self-service Certificates
- CSV Data Importer
- Optimizations for Scale
- Updates from Phase 1 Feedback
Milestone 7
- Commissions
- Batch email (TBD)
- Updates from Phase 2 Feedback
Milestone 1
- Cloud Infrastructure
- Cloud Authentication
- Agent Portal
- Cloud Search (New Search Experience)
Milestone 3
- Agency Intelligence Reporting Engine
- Sales & Retention Reports
- Accounting & QuickBooks® Integration
- Tasks
- Multi-factor Authentication
Phase 0 Launch
HawkSoft employees
- December 2022
Phase 1 Launch
Applicable new agencies
- First half of 2023
Phase 2 Launch
Most new & existing agencies
- Second half of 2023
Phase 3 Launch
All remaining agencies
- End of 2023
Questions
Have a question that you don’t see answered on this page or in our FAQ? Send us your question and we’ll get answers to you!