Adapt API

Two-way API Integrated

Adapt automates repetitive servicing work, bridging data directly from carriers into HawkSoft so your team can focus on higher-value tasks.

• Urgent notifications like pending cancels, logged and suspended to fit your existing workflows.
• Claim notifications - allows you to get ahead of negative claims experiences.
• Documents not covered by Ivans, labeled and attached directly to each policy.

Learn more about Adapt API by clicking the button below.

Agency Revolution

Two-way API Integrated

Fuse, marketing automation, enables agencies to deliver highly personalized communications to acquire and retain business.

• Micro targeting based on policy and client data
• Pre-built campaigns for onboarding, referrals, cross-selling
• Build campaigns for account rounding, payments, claims, etc

Learn how to scale your marketing communications with Fuse and it's API integration.

AgencyZoom

Two-way API Integrated

You sell the policy. We automate the rest. Manage leads without double entry, cross-sell & remarket clients, all while on the go.

• Manage leads in AgencyZoom with data sent from your HawkSoft account that kicks off email and texting automation
• BoB syncing allows you to view powerful reports and business insights to remarket and retain clients with ease!
• Never miss your goals or hooray moments by taking your agency on the go with AgencyZoom's mobile app.

Schedule a demo to see what 3100 agencies are using to automate their sales processes.

Anthem Software

Anthem Software is now integrated with HawkSoft, no more downloading and uploading incomplete contact data.

• Pull contact information at the click of a button from HawkSoft
• Quickly map contact information to automated campaigns
• Communicate with clients/prospective clients via email/text/postcard

Set up a demo & see how we help facilitate better communication with clients/prospective clients.

Ascend

Ascend is an all-in-one software solution to simplify the entire agency bill process from billing to payments to accounting - making agency bill as easy as direct bill.

• Easily offer pay in full and/or premium financing in a single invoice link
• Automatically pays carriers and split commissions directly into your bank account
• Reduce NOCs by up to 80% with automated payment reminders

Spend less time chasing down payments and more time focused on growing your agency. Book a demo or create an account to get started today.

Bridge

Two-way API Integrated

Bridge is a revolutionary product that provides AI, automated marketing, texting, video, live web chat and much more.

• CRM functionality and automated marketing using your customer data in HawkSoft + prospect data in Bridge.
• Automatically-triggered campaigns can be sent through email, text message or even voice.
• Includes an advanced phone system. Use in office or anywhere with desk phones or headsets.

Bridge fully integrates with your HawkSoft management system. Learn more at bridge.insure.

Certificial

FREE to Agents and Brokers, Certificial allows you to setup a dynamic, digital connection with all of your Certificate Holders. By passing them coverage data, you will never have to create a COI again!

• No Cost to sync your entire book of business
• Automatically push coverage changes and renewals to Certificate Holders
• Reduce your operational expenses and focus on revenue-generating activities

ClientCircle

Two-way API Integrated

Does staying in touch with clients and building relationships to drive more business feel exhausting at times? Let's automate it.

• Turn clients who already like you into vocal promoters and uncover unhappy clients who might cancel.
• Flip a switch to stay in contact with clients and improve retention, cross-sells and reviews.
• Automate text messages, emails and handwritten cards to create your own campaigns that run 24/7.

No contract or set-up fees. See how ClientCircle works - view all the features.
ClientCircle is a Rocket Referrals product.

DONNA.ai

Artificial Intelligence and Data Analytics Platform for Independent Agencies to increase policyholder experience, boost retention and cross-sell.

• Customer Sentiment Scoring
• Real-time Predictions and Uplift recommendations
• External Data Integrations and Industry Benchmarking

ePaymints

Two-way API Integrated

Simplified payment processor aligns seamlessly with existing invoice software for faster, better communication and bookkeeping.

• Little to no change for front-end invoice data entry.
• Includes a link for direct payment by the insured, or to an agent for multiple invoice aggregation.
• Speeds up payment and automatically records it to the bookkeeping system.

Learn more about how Payment Accelerator works with HawkSoft to streamline and expedite payments.

ePayPolicy

Two-way API Integrated

ePayPolicy helps insurance companies take control of their payments with fast, secure and flexible digital payment processing. Our founders - industry natives - built a payments solution built just for insurance. We want collecting payment to be the easiest part of your business.

• Customizable, company-branded secure payment page. Your logo, your URL, your customers only.
• Comprehensive dashboard, birds-eye view access to all transaction data.
• Unlimited users, unlimited transactions.

Get a quick, no pressure demo, try us free for 60 days, and start getting paid faster. Click "Learn More" to connect with a Product Specialist today.

Eventual Treasury

Eventual Treasury auto-reconciles commission statements with policies in your AMS, saving hours and eliminating manual work.

• Process complex carrier statements, reconcile against policy data in your AMS, and push back to your AMS/ledger in seconds.
• Recover and identify missing receivables such as carrier underpayment and miscalculated commissions.
• Get real-time financial forecasting (P&L) and revenue insights to strategically grow your books.

Book a free, no-obligation demo to learn more.

The API integration between HawkSoft and Eventual Treasury is currently in progress and is expected to launch in early May ’25.

GloveBox App & Client Portal

GloveBox is the ultimate client experience platform for independent agents. A technology built by former agents as a tool to enhance the client journey and increase efficiency at your agency. GloveBox will allow your policyholders to manage their insurance using an all-in-one carrier connected platform branded to your agency.

• Agency-branded, carrier-connected mobile app and client portal
• Access live policy documents, pay a bill, or make a claim
• Clients can request service and quotes directly in the app

Join hundreds of other agencies as some of the first to launch their client experience platform. Click 'Learn More' below to schedule a demo today!

Insurance Agent App

Two-way API Integrated

Agency branded online customer service portal and mobile app preloads policy coverages for 24/7 service.

• Policyholders immediately view P&C policies including coverages, Auto ID cards; Submit requests/COIs; Pay bill; Create claims.
• Branded Marketing and Automation done for you: email campaigns, Push Notifications, branded videos and social media content.
• Two-way API: app actions, service/policy/COI requests, documents, and claims logged at Policy level in HawkSoft.

Schedule a demo to reduce service requests, costs, increase retention, and grow your agency. Fast set-up.

InsuranceGIG

Two-way API Integrated

An insurtech IPaaS (Integration Platform as a Service) solution and marketplace for insurance data and service providers.

• Our marketplace enables any business across the insurance value chain to find the data and service providers they need.
• Our unique integration platform allows you to build data flows with one or many API services with the highest ease and speed.
• The ability to pay-per-use (transaction) approach and no-contract / no-commitment to the providers lets you go-live today.

Click below to become a partner, list a service or integrate today!

InsuredMine

Two-way API Integrated

Expand the functionality with InsuredMine's CRM and automated workflows that helps agents with sales, engagement, analytics, and mobility.

• Attract more leads and convert them into clients
• Identify the hidden monoline accounts, put them into a marketing system, manage that pipeline and turn it into money
• Automate sales and marketing via email, text, call, task, reminders to market and engage

Get a free live demo to learn how you can grow your agency, reduce inefficiency and track them all in one place.

InsureZone

InsureZone is dedicated to implementing the best methods for selling and servicing insurance policy.

• Real-time comparative rating for all commercial policies including standard and surplus lines
• Access to additional markets when you need them
• Consumer facing tools to assist with selling, servicing, and maintaining your in-force policies

See an overview of all 20 of InsureZone's tools by clicking the 'Learn More' button below.

LeO

AI-Powered Sales Supercharger unlocks 40 Million commercial prospects enriched with business, contact, and insurance data.

• Automatically match HawkSoft customers to Prospects in LeO.
• Access Cross Selling, X-dates, winbacks on your phone.
• Gain valuable insights into prospecting, key verticals, top customers and more.

Agents can harness LeO's robust reporting and analytics capabilities, enabling them to run insightful reports such as My Top Verticals, My Top Customers, My Prospecting Activities, and more. Access to these reports is available on the desktop or our very popular mobile application.

Levitate

Two-way API Integrated

Levitate combines AI-powered software with dedicated marketing coaches to help you build real relationships with clients, prospects, and referral partners.

• Remember key facts and dates about your contacts, then set up customized reminders to reach out
• Account round with personalized, one-to-one emails
• Work with a dedicated marketing coach to craft email content tailored to your business

Grow your business through the lost art of keeping in touch. Visit try.levitate.ai to sign up for a demo.

Lightspeed Voice

Two-way API Integrated

Revolutionizing communication with blazing-fast, crystal-clear voice technology. Say goodbye to delays and hello to seamless conversations!

• Syncs your call data to HawkSoft, which includes call time/date, and call recording. You'll also have call pops, which help make finding your caller's information instant!
• U.S.-based customer service, we make staying connected with your team and customers simple.
• Accumulate powerful data to gain insight into customer trends and maximize strategies.

Supercharge your conversations with Lightspeed Voice - Get started today!

Milly Books

Value, buy, and sell insurance books of business with Milly Books.

• Agent-Focused Data Management
• Streamlined Transactional Process
• Predictive Analytics and ML-Powered Valuations

Milly Books connects independent insurance agents looking to sell a book of business or a slice – a chosen group of accounts – with other agents looking to grow their business.

Mivation

Revolutionize Your Commission Process with Xcelerator.

• Calculates your team's variable compensation automatically.
• Automated assignments and payouts.
• Seamlessly merged commission data with policy data via HawkSoft's Partner API.

Xcelerator by Mivation can save you hours of manually updating spreadsheets and commission assignments. Click below to Learn More or here to schedule a free demo.

Neon

Two-way API Integrated

Connect Neon and streamline sales and service workflows and automations. Join our data community and start visualizing and tracking your Cost Per Transaction while benchmarking your anonymized agency performance data with fellow agents.

• Ingest leads, convert to sales, optimize service and access per transaction VA's.
• Access an expanding agent-built workflow and automation library.
• Onboarding for sales and service with no need to hire outside consultants

Schedule a demo to start turning agency data into money, processes into products, and delivering services into your agency workflows.

Pathway

Pathway helps forward-thinking insurance agencies and brokerages stay connected to their customers, increase revenue, and attract new business.

• Save time by automating repetitive tasks such as sending pre-renewal letters and delivering proof of insurance.
• Build lasting relationships with personalized messages, bespoke customer journeys, and smart automation.
• Turn happy customers into loyal ambassadors and gain a deeper insight into your standing with clients.

Book for your free demo today and find out how Pathway can make automation work for you.

Podium

Podium enables insurance agencies to increase their online presence and conveniently connect with clients and prospects at critical touchpoints.

• Grow your book of business by increasing your ratings and visibility in the places policyholders are looking for you
• Improve client retention by staying connected to your policyholders in more convenient channels like text messaging
• Communicate seamlessly with teammates, prospects and clients from a single hub

ReFocus AI

Two-way API Integrated

ReFocus AI streamlines quoting and remarketing by integrating real-time alerts and auto-requoting. When risk criteria are met, it auto-initiates remarketing, submits to carriers, and returns bindable quotes for quick, efficient action.

• Use account monitoring to identify customers nearing renewal who are likely to not renew.
• Automatically generate quotes for new and existing business in carrier portals.
• Download policy documents and upload them to HawkSoft to save time.

Earn more while spending less time quoting on carrier sites.

Renew King

Our Done For You service engages every client and generates revenue for you while you run your agency.

• Boost 5 Star Google Reviews
• Stay in front of your clients to improve retention
• Never miss a Cross-Selling opportunity again

Learn more at RenewKing.com and get a special deal when you mention HawkSoft sent you.

Sembley

Sembley is a modern platform for streamlining ACORDs, submissions & renewals.

• Pre-fill ACORD forms and supplements and streamline submissions in Sembley using imported HawkSoft data, reducing manual entry.
• Import specific records like Claims, Premises, and Vehicles from HawkSoft into Sembley as needed.
• Use Sembley’s data enrichment to automatically pull data about commercial applicants from HawkSoft.

Simplify ACORDs, submissions & renewals with Sembley.

Semsee

The Independent Insurance Agent's Go-To Platform For Quoting Small Commercial Business.

• Easy-to-use, intuitive cloud-based submission platform for producers, marketers and CSRs to quote commercial.
• Our smart form dynamically combines carrier questions, auto-fills data and performs real-time risk appetite checks.
• Immediately returns quotes to our platform & creates records in your carrier portals.

See how Semsee can help you today at Semsee.com

ValChoice

Two-way API Integrated

An add-on for your management system that delivers new business and increased profitability.

• Up to an 80% reduction in re-marketing.
• Earn more referrals from your best clients.
• A fully automated system that empowers you team to win more new business.

Learn more about ValChoice by clicking the button below.