HawkSoft E-Signature
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HawkSoft E-Signature (powered by InsureSign) allows your agency to get documents signed, stored, and logged to the right client file in HawkSoft with ease. Securely send documents for digital signature, track status, and receive notifications of completed signatures.
- Email documents for e-Signature from within HawkSoft
- Get documents signed faster
- Eliminate the need for paper, handling, and filing errors
- Mitigate your E&O exposure with a digital record
- Consolidate the storage of all communication and documents to a single system
Your agency’s clients can sign documents from their mobile phone, tablet, or computer. This saves your clients the hassle and time of printing, signing, scanning, and emailing paperwork.
HawkSoft E-Signature is an add-on feature that is billed and supported by HawkSoft.
Get More Commercial
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HawkSoft displays all key commercial policy information in our unified client file: Coinsurance, Causes of Loss, Valuation, Inflation Guard, Blanket #, and Forms and Conditions to Apply. View general policy, coverage, and location information without opening ACORD forms or juggling multiple documents. All information is in one place for easy access.
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HawkSoft’s new fields for commercial policy information open the system to receive richer data from commercial policy downloads. More data automatically added to your client files, accessible from the Policy Information screen.
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HawkSoft harnesses the new Commercial property fields to auto-fill ACORD forms and certificates. Auto-fill client information received from a carrier download or from manual entry, including Property Section (140), Agriculture Property Section (402), Certificate of Property Insurance (024), and Evidence of Commercial Property Insurance (028).
Phone Integration
HawkSoft integrates with leading phone manager software (Fonality, Kotter Bridge, Xarios) used by independent agents. Click a phone number in HawkSoft to dial a call using your phone manager software. You can also configure your phone manager software to display the client file when you receive an incoming call from a client (phone manager software installation may be required).
