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 1 (2022):
New agencies
New agencies that sign with HawkSoft will be deployed on HawkSoft 6 in 2022. This allows us to test and refine HawkSoft 6 with a small and predictable number of agencies, ensuring our new platform is scalable before moving all existing agencies onto it. Pricing for HawkSoft 6 is expected to be similar to current HawkSoft Online rates.
Phase 2 (Soon after Phase 1):
Existing agencies
After we validate scalability of HawkSoft 6 with new agencies, we will begin the controlled move of the thousands of user accounts of existing agencies that currently use HawkSoft CMS onto the new HawkSoft 6 platform. Pricing for HawkSoft 6 is expected to be similar to current HawkSoft Online rates.
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 (90%)
- Sales & Retention Reports (90%)
- Accounting & QuickBooks® Integration (75%)
- Tasks (90%)
- Multi-factor Authentication (100%)
Milestone 4
- Ready-made Reports (75%)
- Access Client File with API Calls (75%)
- Carrier Setup (50%)
Milestone 5
- Agency Onboarding and Offboarding (100%)
- Data Exports (50%)
- Carrier Downloads (10%)
- Commissions
Phase 1 Launch
New agencies
- In 2022
Milestone 6
- Data Migration Logistics
- Optimization For Scale
- Updates From Phase 1 Feedback
Phase 2 Launch
Existing agencies
- Soon after Phase 1
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 (100%)
- Access Client File with API Calls (75%)
- Carrier Setup (50%)
Phase 1 Launch
New agencies
- In 2022
Phase 2 Launch
Existing agencies
- Soon after Phase 1
Milestone 1
- Cloud Infrastructure
- Cloud Authentication
- Agent Portal
- Cloud Search (New Search Experience)
Milestone 3
- Agency Intelligence Reporting Engine (100%)
- Sales & Retention Reports (100%)
- Accounting & QuickBooks® Integration (75%)
- Tasks (100%)
- Multi-factor Authentication (100%)
Milestone 5
- Agency Onboarding and Offboarding (100%)
- Data Exports (50%)
- Carrier Downloads (10%)
Milestone 6
- Commissions
- Data Migration Logistics
- Optimization For Scale
- Updates From Phase 1 Feedback
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!