HawkSoft Integration
Connect RiskAdvisor to HawkSoft so completed RiskProfiles move into your management system without re-keying client data.
- Set up HawkSoft Direct CreateSend a client from RiskAdvisor into HawkSoft in one click using the HawkSoft Partner API, with no document download and no desktop app.
- Set up HawkSoft SyncBring your existing HawkSoft clients into RiskAdvisor so client pushes match an existing record instead of creating duplicates.
- Set up HawkSoft DocumentSend a completed RiskProfile into HawkSoft as a downloadable document that imports your client and policy data, including full rating fields. This guide is for agency staff setting up and using the HawkSoft Document path.
- Direct Create vs the HawkSoft DocumentCompare HawkSoft Direct Create and the HawkSoft Document, learn when to use each, and how to use both together.