Client Service, Instantly. Self-Service is the quickest method for clients to obtain answers—and the most efficient way for agencies to minimize service tasks.

What makes us unique?

Personal and Commercial Clients can resolve up to 70% of service inquiries independently with 24/7 access to Policy Details, ID Cards, COIs, Claims Reporting, and more.

The best part? IA App automatically logs every interaction back into HawkSoft at the policy level.

Eliminate back-and-forth calls, emails, and texts with instant, self-service answers. IA App proactively addresses client needs through direct data access, minimizing low-value tasks and allowing your team to concentrate on selling.

Features and Workflow

IA App is designed to reduce and eliminate service work—not merely manage it—through instant client self-service and automated agency workflows. Designed to lower service costs, increase efficiency, and create more time for selling and advising.

• Agency-branded Mobile App & Online portal featuring preloaded PL & CL policy data, including Auto ID Cards, Payments & Reminders, and Change Requests for 24/7 access.
• Certs on Demand provides COIs instantly, while complex requests are routed through a streamlined workflow for quicker completion.
• Two-Way Secure Document Sharing allows for easy and secure sending and receiving of documents through a single access point—no email chains, no lost attachments, no confusion.
• Prefilled Change & Quote Requests are submitted and automatically logged in HawkSoft. No rekeying. No duplicate work. Data flows directly into your AMS.
• Two-Way Writeback API ensures every action and request is visible in HawkSoft.
• Built-in Branded Marketing & Automation—including email campaigns, push notifications, videos, social content, and a custom app icon—designed to enhance client adoption and ongoing engagement.
• Proactive Client Tools: Incident Reporting, Property Inventory, Referrals, Quote Requests, Bill Pay Reminders, etc.
• Multi-office Support with a branded experience for sub-agencies.
• Multi-language Access (English, Spanish, Polish).