Drivers

This article explains how to add, modify, and remove drivers on an Auto policy and enter driver details for each driver.

You can add drivers and detailed information one at a time, or you can import a list of drivers.

The main Drivers screen provides a quick view of drivers on the selected policy, as well as all drivers from other policies on the client.

From this screen you can open detailed information about each driver including underwriting, MVR, and personal profile information.

In order to complete this task, user permissions must be set to include:

Client Actions > Edit Client
Client Actions > Action Menu

See User Permissions for more information.

You can access this screen when:

Adding a driver to a policy

You can add drivers and detailed information one vehicle at a time, or for larger policies, such as a commercial policy, you can use a template to import driver information for many drivers at once. This can be especially useful if your commercial client needs to review and update the driver information. See Export/Import Multiple Drivers and Vehicles for detailed steps.

  1. Click Add on the Drivers screen to open the Driver Underwriting screen.

  2. Complete the Driver Underwriting information.

  3. Optional: Select the Personal Profile side-tab to modify Contact Information or Personal Information for the driver.

    Personal Profile information is shared between this screen and the Personal Profile section of the Name and Address screen. If a manual change is made to the Driver information, the Personal Profile information is automatically updated as well.

    Carrier downloads can automatically add drivers and update driver information. If a Personal Profile on the client file matches a downloaded driver, and the Personal Profile is missing information, HawkSoft will also update the matching Personal Profile with the driver information included in the download.

    See Carrier Downloads Overview for more information.

  4. Click OK to save.

    The Add/Reinstate Driver Questionnaire opens if you did not click the Driver Underwriting Questions button on the Driver Underwriting screen.

    1. Select Yes or No from each drop-down list, to include the information on the Change form for this driver.
    2. Click OK to save selections.

    Questions left unanswered will not appear on the Change form.

The lower section of the Drivers screen lists all drivers and personal profiles listed with this client that are not on this Auto policy.

To show all drivers including those on the selected policy, select the Show All check box.

  1. Highlight the personal profile or driver to be added as a driver on this policy.

  2. Click Add Selected.

    The Driver Underwriting screen opens with information defaulted from the personal profile information entered on the Name and Address screen.

  3. Modify the Driver Underwriting information as needed.

  4. Optional: Select the Person side-tab to modify contact information or personal information for the driver.

    Personal Profile information is shared between this screen and the Personal Profile section of the Name and Address screen. If a manual change is made to the Driver information, the Personal Profile information is automatically updated as well.

    Carrier downloads can automatically add drivers and update driver information. If a Personal Profile on the client file matches a downloaded driver, and the Personal Profile is missing information, HawkSoft will also update the matching Personal Profile with the driver information included in the download.

    See Carrier Downloads Overview for more information.

  5. Click OK to save.

    The Add/Reinstate Driver Questionnaire opens if you did not click the Driver Underwriting Questions button on the Driver Underwriting screen.

    • Select Yes or No from each drop-down list, to include the information on the Change form for this driver.
    • Click OK to save selections.

    Questions left unanswered will not appear on the Change form.

  1. Highlight the driver listed on the Vehicles screen.
  2. Click Edit to open the Driver Underwriting dialog.
  3. Modify the driver information as needed.
  4. Click OK to save changes and return to the Drivers screen.

If you need to temporarily remove a driver from the policy and you want to save the details to be added back to the policy at a later date, or a driver has been added to the wrong policy for this client, you can remove the driver. The driver information stays on the client, and can be easily added to a policy at a later time.

  1. Highlight the driver listed on the Drivers screen.
  2. Click Remove.

  3. Click Yes to confirm.

    A confirmation message appears.

  4. Click Yes to remove the driver.

    When the driver was originally added, a personal profile was also added to the client file. To remove the profile from the client, select the Name and Address side-tab and delete the operator from the Personal Profiles list.

After entering or modifying driver information, click on the available side-tabs to complete the Client/Policy screens as needed, and then click Finish to save and exit.

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