Documentation for Carrier Reps
Pushing the Independent Agency Channel Forward
As a carrier representative, you play a vital role in the success of independent agencies. You are a trusted confidant and industry insider. HawkSoft firmly believes in doing all that we can to support and push the independent agency channel forward. This means we have a duty to support insurance carriers as well. HawkSoft is happy to provide the following documentation to assist carrier representatives better engage with our management system that powers so many of your agency partners.
Agency Discount: 15% Off One-Time Setup Fees
Any agency that you refer and becomes a HawkSoft customer will receive a one-time 15% discount on setup fees. See the Carrier Referrals section below to learn how.
Our benefits brochure offers an overview of HawkSoft -- the company and technology.
HawkSoft is honored to work with leaders in the independent agency industry.
How-to Guide: Reporting
Step-by-step guide to generate Active Policy and Account Rounding reports.
Book Rolls with HawkSoft
Carriers can roll agency books with clean, standardized data using HawkSoft's decades of experience with Book Rolls.
How-to Guide: Download Rules
Step-by-step guide to automatically sort carrier downloads and alert agents on premium increases.