HawkSoft Overview

Agencies looking for the highest return from their management system investment have come to the right place. Unlike others, the HawkSoft agency management system bundles the following capabilities with your investment;

• All core features to manage, grow, and measure your agency

• Live and immediate support by phone and remote login

• No long-term contracts

• #1 in customer satisfaction with a 97% first-call resolution rate

• Every phone call is answered in less than 2 minutes, on average

• #1 data conversions team

Setting up the HawkSoft Integration

How to set up the submission summary emails

• Navigate to Settings > Integrations > HawkSoft

• Click “Attach Hawksoft Document to Submission Summary” checkbox

• Choose if Lead or Prospect for default status

• Click Save

How to setup HawkSoft Quick Download

• Navigate to Settings > Integrations > HawkSoft

• Click “Enable Quick Download in Risk Profile” checkbox

• Choose if Lead or Prospect for default status

• Click Save

Or, follow the steps in the GIF below:

Using the HawkSoft Document to import from RiskAdvisor

Once the integration has been enabled you will receive a Submission Summary email from RiskAdvisor any time a Home and/or Auto RiskProfile is completed. This email will be sent to the Return To User’s Email on the Review & Send Page.

A separate document will be received for Home & Auto.

You can also access these documents at any time though the “Quick Download” button for HawkSoft on a RiskProfile

Please follow the following steps to import your first RiskProfile into HawkSoft:

1. Receive a Submission Summary email with attachments

This attachment will be what’s known as a HawkSoft Document with an extension of .CMSMTF

• It is safe to open this attachment.

• You will receive one for Home and one for Auto if both are selected in your RiskProfile

Alternatively, you can download the documents using the “Quick Download” button described above.

2. Open the HawkSoft Document with HawkSoft Desktop

For HawkSoft Desktop users this should automatically open HawkSoft for you. Best practice is to not right click and open this as it will make the process more difficult.

You can also click and drag one document at a time into your HawkSoft instance

3. Review Client Information and Finish the Import Screen

A new modal should appear called “Insert Policy”, shown below.

Review your client data, add additional information, and hit “Finish” to continue

4. Repeat the process for each HawkSoft Document

If you have separate Home and Auto documents, you will select existing customer instead of new so that it will ensure no duplicates are created

That’s it! It’s that easy 🎉

FAQs 💬

Integration Fields Currently Supported

Home 🏠

Auto 🚗