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HawkSoft Integration

Set up HawkSoft Direct Create

Send a client from RiskAdvisor into HawkSoft in one click using the HawkSoft Partner API, with no document download and no desktop app.

Written By David Watson

Last updated About 1 hour ago

Send a client straight from RiskAdvisor into HawkSoft with one click, with no document download and no HawkSoft Desktop. This guide is for agency admins setting up the connection.

Direct Create sends client and basic policy data through the HawkSoft Partner API. At this time it does not carry full rating fields. If you need rating detail, use Direct Create and the HawkSoft Document together (see the FAQ)

Before you start

  • A RiskAdvisor Growth or Premium plan

  • Admin access to Integration settings

  • Your HawkSoft API credentials from HawkSoft (these are not your HawkSoft login)

Warning: The API username and password are issued by HawkSoft and are different from the email and password you use to sign in to HawkSoft. Request them from HawkSoft first, using the steps below.

Request your HawkSoft API credentials

  1. Have an agency principal or main contact email partnerAPI@hawksoft.com.

  2. Include your HawkSoft Agency ID.

  3. Tell HawkSoft you need your API credentials to connect with RiskAdvisor.

  4. HawkSoft sends you the credentials and setup instructions.

  5. Follow HawkSoft's instructions to open the HawkSoft Marketplace, find your agency's private integration, and select Share Data.

  6. Enter the credentials into RiskAdvisor (Step 1 below).

Step 1: Connect to the HawkSoft Partner API

  1. Go to Settings > Integrations > HawkSoft.

  2. Find the HawkSoft Partner API section and click Connect.

  3. Enter the API username and password you got from HawkSoft.

  4. Click Connect to confirm.

After you connect, you will see your HawkSoft Agency ID and your API Scopes Available. If you need to adjust these, you will do within the HawkSoft Marketplace.

Step 2: Turn on Direct Create

  1. In the same HawkSoft settings, toggle on Enable HawkSoft Direct Create.

  2. Select your HawkSoft Office from the dropdown.

  3. Click Save.

Step 3: Send a client to HawkSoft

  1. Open a RiskProfile and go to the Review & Send page.

  2. Set Send to HawkSoft to Yes.

  3. Finish sending the RiskProfile. RiskAdvisor creates the client in HawkSoft.

If the client is already linked to HawkSoft, the HawkSoft ID shows on the Review & Send page. RiskAdvisor updates that client instead of creating a new one, so you do not get duplicates.

Turn on HawkSoft Sync first so RiskAdvisor knows about your existing HawkSoft clients. Sync matches them before a push, which prevents duplicate clients.

What Direct Create sends

RiskAdvisor sends the client, their contact details, mailing address, and basic policy lines (home, auto, umbrella). It does not send full rating detail.

FAQ

No. Direct Create pushes data through the Partner API, so no desktop app or document download is needed. You only need HawkSoft Desktop for the HawkSoft Document path.

Direct Create sends client and basic policy data automatically through the API. The HawkSoft Document carries full rating fields but must be downloaded and imported. Use both if you want the speed of Direct Create and the rating detail of the Document.

Not for clients RiskAdvisor already has linked. If the HawkSoft ID shows on Review & Send, RiskAdvisor updates that client. Turn on HawkSoft Sync to match your existing HawkSoft clients before your first push.

Once a client is linked, later sends update the same HawkSoft record rather than creating a new one.

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