Importing Client and Policy Data
The following tools are available for importing clients and policies into your HawkSoft database.
Data Importer
The HawkSoft Data Importer is a tool that enables HawkSoft to import data into your client/policy database from a spreadsheet or database file. Using the Data Importer, you can map certain HawkSoft fields to columns in your spreadsheet/database file (or use a pre-saved configuration file to automatically map values), and then HawkSoft will automatically create new clients and/or policies from the data in the spreadsheet/database file. For example, you can import client data when performing an agency merge, or import prospect information from a leads generator.
The HawkSoft Importer
The HawkSoft Importer enables you to import client and policy or quote information into HawkSoft from a third party vendor using a supported HawkSoft integration file format. After importing, you can quickly create a new client, add a new policy to an existing client, or update an existing policy in a client, using the information contained in the imported file.