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Save time with bulk import & export features in HawkSoft

Whether you need to mass import leads or client files, update policy data from another system, or manage unwieldy lists of policy info on commercial policies, HawkSoft has the tools to help you import and export policy data.

Data import features

HawkSoft makes it easy to do mass imports from third-party sources like lead vendors or insurance carriers. Our import features help you upload client, prospect, or commission information in various file formats and map it to your HawkSoft database.

List import/export features

Cut down on manual data entry for long lists of policy information on commercial lines. Simply export the current list on a policy, have the insured review and update the CSV template, and import back into HawkSoft to add, remove, or update items.

We use the integration with HawkSoft to receive quotes from our website. It seamlessly imports directly into HawkSoft CMS.

Lewis PPaul Harris Insurance, Panama City, FL

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Since 1995, HawkSoft is a leader in management systems for agencies that want effective workflows and a delightful experience for staff and policyholders. We take pride in being independently owned and answerable to agencies that rely on our system to power their insurance business. Created by independent agents, HawkSoft continues to evolve as a cutting-edge system that powers thousands of agencies. Read More

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