View client data from the web on any mobile device
HawkSoft Agent Portal gives your agency freedom to view client data from a web browser on any mobile device—smartphone, tablet, or laptop—all included in your HawkSoft subscription at no additional cost. Whether you’re at lunch with a prospect or on the road headed to an insured’s home or place of business, Agent Portal brings details like contact information, policy data, and coverages to your fingertips.
Log into Agent Portal through a web browser on any device using your HawkSoft login.
Easy Client Lookup
Search a name, business, address, phone number, or email anywhere on the client file.
Control which employees have access to Agent Portal with user permissions.
View Policy Data
See General Policy Information at a glance or drill deep into coverages, vehicles, hazards, and more.
Place a call or send email to a client with a single tap from their contact info.
Tap an address to launch it in your device's map application.
See Agent Portal in Action
Agent Portal is a great tool when I’m on the road. Whether I need to find a phone number, check a deductible amount, or verify coverage, I can easily find the information I need from my phone.
Client and policy info at a glance
View client contact info at a glance and launch a call, email, or address with one tap.
View all policies on the client file, grouped by active and inactive. Select a policy to see details like policy number, carrier, premium, and effective/expiration dates.
Drill deep into Auto, Boat, and Home policies for detailed coverage information.
See important details for Commercial policies, like Hazards and Scheduled/Unscheduled items.
See the list of personal profiles for the client, and select one to view details like date of birth.