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Converting data doesn’t have to be painful

Your biggest assets are your book and the rich client relationships and notes that you have accumulated over the years. Losing or corrupting this are the biggest risks to your business. One reason agencies choose HawkSoft is because we lead the industry in data conversions. We are able to migrate more of your data than any other vendor without the extra costs or surprises.

"HawkSoft made the transition from our old system (which we had for 15 years) extremely easy! Data conversion and training went very smooth."

Pat LambSelect Insurance Services, OH


"The thought of changing systems was overwhelming. We braced ourselves for days, if not weeks, of down time. I couldn't have imagined a better transition! The system works - no errors, no glitches, no excuses!"

Kasey ChildsDan King Agency, WI

Consultative approach. Dedicated Conversions Specialist.

We don’t hand you a guide nor expect you to take the lead. Instead, we use a consultative approach and work with you. We review the converted data with you, compare it with your existing management system, and make sure there is no mystery to the process.

We have documented workflows to migrate data from other agency systems in the market. We know how their data is formatted, which HawkSoft fields it maps to, and how to create the transparency so you are plugged-in at every step of the migration process.

Our confidence in our Conversions team comes from years of redefining and documenting our processes.

HawkSoft’s Data Conversion process

  1. Your agency will be assigned a Conversions Specialist. They will contact you to coordinate the details of your conversion. The initial call explores the full conversion process from start to finish. Your input and concerns at this stage are key to driving a successful conversion. We tailor the data conversion to your business needs.

  2. The Conversions Specialist will copy your data from your existing system at a time convenient for you. This copy will be part of your Initial Conversion, which is a period of time where you can see a 100% complete conversion of your data into HawkSoft. This gives you hands-on learning with the HawkSoft system using your clients and policies. This also grants you plenty of time to work with the Conversions Specialist to ensure you are happy with the converted data. If any data is amiss, we’ll address it at this stage.

  3. Once your HawkSoft Training is complete and you’re satisfied with the data conversion, your Conversions Specialist will import one final copy of your data. This guarantees that your data is current for when you switch completely off your old system and on to HawkSoft's management system.

Request Conversion Specifications For Your Current System