HawkSoft Data Sharing

Now available for all customers (†). HawkSoft Data Sharing enables HawkSoft to mirror your client and policy data to our secure Microsoft-powered cloud servers, and gives your agency the power to share that data with third party integration partners.

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HawkSoft Data Sharing will be required for the forthcoming HawkSoft Text Messaging. Enable it now to reserve your place in line (‡).

HawkSoft + Insurance Agent mobile app

With the release of HawkSoft Data Sharing, our Partner API is ready for prime time. The first available integration is with the Insurance Agent mobile app published by Blue I, LLC.

Give your clients access to their Home and Auto policies right on their smartphones from the Insurance Agent mobile app. They can take home inventory, file accident and claim reports, and access carrier payment pages (among many other features). Check out Insurance Agent in Marketplace (located under the Gear icon).

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Tracking excessive payments

If a client's payment exceeds the invoiced amount, HawkSoft asks how the difference was handled.

Automatic commission rules for Remarket

Set HawkSoft to apply the proper commission rate automatically when Remarketing an active policy.

Don't forget to update the Umbrella, too

HawkSoft reminds you when a policy change may also need to be applied to the insured's Umbrella Policy.

Open a new window

Need to check some client info while writing a log note? Click "Open In New Window" and get a second HawkSoft window. (Or hit Ctrl+Alt+N!)