HawkSoft enables you to insert clients with or without a policy. You can insert prospects and track progress as they move through the sales pipeline, or you can insert a client with a new bound policy. It is important to enter client and policy information correctly to utilize HawkSoft's tracking and reporting capabilities.
See Important Data for Accurate Reporting to make sure you are entering the most important client and policy information.
Tour of the Client and Policy (Videos)
HawkSoft stores all client information and policies in the client view. Inside of the client, each policy has a policy view which can be used to view all information pertaining to that policy. Clients can be accessed by using the
button. This article contains two videos: one which gives a tour of the client view, and another which gives a tour of the policy view.
Tour of the Client and Policy View
Clients Overview
Client files can be entered with or without a policy. These topics will provide all the information you need to enter new clients, make changes to existing client information, and document important changes in log notes.
Policy Overview
Policies can be inserted with a new client file or added to an existing client file. You can insert a policy at the prospect stage and document all important information in HawkSoft before receiving quotes from carriers. These topics will help you insert prospect policies and track them using the Sales Pipeline, get quotes for policies, and make changes to policies as needed.
Agent Portal
HawkSoft Agent Portal enables you to access client and policy information stored in HawkSoft from your web browser. Since Agent Portal is optimized for mobile devices, you can use it on your phone or tablet to quickly and securely access the information you need on the go. You can also create tasks, enter new log notes, and attach files to a client, great for setting reminders or adding home photos and other notes from out in the field.
ACORD Forms
ACORD© (the Association for Cooperative Operations Research and Development) is a non-profit standards developer for the insurance industry. ACORD publishes and maintains a large library of standardized forms used for the exchange of policy and coverage information.
HawkSoft contains a library of ACORD forms that populates with client and policy information, increasing efficiency and accuracy. Details for each form can be filled in prior to printing or emailing.
Carrier Downloads
HawkSoft can be configured to accept electronic downloads from participating carriers. HawkSoft attaches these downloads to existing policies and can automatically update policy information according to your Download Rules.
See Carrier Download Setup Overview for more information on configuring downloads for your agency.
Once setup is complete, the download process should be performed at the beginning of each business day to ensure that the information in HawkSoft is up-to-date with the latest information from your carriers. The number of download files sent to HawkSoft on a daily basis will vary, depending on the activity in the book of business for each carrier.
Importing Client and Policy Data
This overview contains a list of tools available for importing clients and policies into your HawkSoft database.
Client and Policy Documents
HawkSoft provides the tools to manage your agency’s documents efficiently. These tools enable you to keep documents organized per customer and policy, assign documents to a specific user for review, indicate that a document has been reviewed, track the number of documents assigned to each user, and update policy information from downloaded dec pages.
Client and Policy Documents Overview