Once the integration has been enabled you will receive an email from support@riskadvisor.insure any time a Home and/or Auto Risk Profile is completed. This email will be sent to the Return To User’s Email on the Review & Send Page.

A separate email will be received for Risk Profiles that include Home & Auto.

Please follow the following steps to import your first Risk Profile into Hawksoft:

1. You will receive an email with a Single attachment.

This attachment will be what’s known as a Hawksoft Document with an extension of .CMSMTF - it is safe to open this attachment.

2. Double Click on the attachment in the Hawksoft Document email that you just received.

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.

3. You will be prompted to go through the final steps on the Hawksoft side to finish this import.

4. Once you complete this for the first Hawksoft document, please repeat this for the 2nd one.

On this one, you will select existing customer instead of new so that it will match with the first one.

That’s it! It’s that easy 🎉

This integration is in the BETA status so please let us know any and all feedback you have. We will use this to continue to make this better for you and your team.