HawkSoft Version 5.3

Focused enhancements to Certificate Wizard

The Certificate of Liability Insurance Wizard now allows you to select specific attachments for each cert holder when printing certificates, and to attach documents in bulk.

• A new Document Library tab on the certificate lets you add documents to cert holders in bulk.
• The Certificate Holder tab now displays (and allows selection by) cert holders that have additional insureds, subrogation waived, or a specific section of the certificate included.
• Individual or lists of vehicles and locations may now be included on the certificate or ACORD 101.
• A new Sections/Documents tab on the cert holder lets you select documents to print with the certificate, and add or remove documents in bulk.
• A new Email field on the Producer & Insured tab allows you to edit the producer contact email included on the certificate.
• The Certificate Holders to Print window now shows which additional documents will be printed with each cert holder.
• Certificate margins have been adjusted to display properly in the window of a #10 envelope.
• Windows within the Wizard are now resizable.

See these enhancements in action in the video above.

Thanks to these agencies (and many others) who requested these changes!

Minor enhancements

• Signature merge fields for Client Producer and Client CSR are now available to be added to form letter templates.
• HawkSoft now stores ACORD Form Templates in HawkSoft Cloud, allowing you to receive updates to forms instantly rather than in CMS updates.
• All Required Fields will now be enforced when moving Policy Status from "Prospect" to any "Active" status. Requested by Kaplan Insurance Agency.
• This version of HawkSoft is designed to be compatible with Windows 11. Learn more about HawkSoft on Windows 11 here.