Inserting a New Active Policy
HawkSoft enables you to insert monoline and package policies. Depending on the selected lines of business, relevant screens and fields are available for all of the policy details.
This article describes how to insert a policy for an existing customer and how to create a new customer with a sold policy.
For information about inserting a prospect policy, see Insert a Prospect: Sales Pipeline.
It is best practice to enter new policies as prospects if they are not yet a bound policy with your agency.
Insert a policy for an existing customer
In order to complete this task, user permissions must be set to include:
Client Access: You must have permission to the Customer Type you are accessing.
Client Actions > Edit Client
Client Actions > Action Menu
See User Permissions for more information.
- Retrieve the client.
- Click Action, and then select one item in each of the first three lists to describe what prompted this transaction.
- Select Insert Policy.
Select an application/policy type from the Action menu.
The Insert Policy dialog opens.
- Review the Name and Address screen, and make changes if needed.
Select the Policy Information tab, and then select the Carrier/MGA, the Line(s) of Business, and complete the remaining policy fields as needed.
If the only Carrier/MGA available to select for the policy is the Prospect carrier, check the State drop-down to confirm it's set to the correct state for the policy. If the policy state is correct and the Prospect carrier is still the only one available, your agency may need to add that state to your carriers in Carrier/MGA Setup.
If the carrier downloads the policy information, most of the fields will be updated. See Carrier Downloads Overview to learn more about downloads and how to automate Download Tasks to create a reminder to review your policies after a download updates the policy information.
The Status of the new policy defaults to New or Prospect depending on your General Settings. Since the policy is already sold, change the Status to New.
Complete the remaining Client/Policy Information screens as needed for each Line of Business on the policy.
Click the
at the top of any screen to access available help.
The available side-tabs are specific to the line of business selected for the policy. You can add multiple lines of business to Commercial, Agriculture, or All Other policy types to create a package. If the side-tabs are not displaying correctly, the line of business may be missing or incorrect. You can update this information on the Policy Information tab.
After completing all of the necessary side-tabs, click Finish.
The Finalize Log dialog opens.
If your agency has configured default tasks to trigger when a policy is inserted on a client, then a task is automatically created and attached to the log note.
To learn more about tasks and how to manage them, see Tasks Overview and Tracking My Daily Tasks.Add log comments and create a Task as needed, and then click Save Log.
In order to complete this task, user permissions must be set to include:
Client Access: You must have permission to the Customer Type you are inserting.
Client Actions > Insert Client
Client Actions > Edit Client
Client Actions > Action Menu
See User Permissions for more information.
Search for and verify that the client does not already exist in your HawkSoft database.
Once you've verified the client does not already exist in HawkSoft, click Insert New from the Search dialog.
Select an application/policy type from the Action menu.
The Insert Policy dialog opens.
- Complete the Name and Address tab, as needed.
Select the Policy Information tab, then select the Carrier/MGA, the Line(s) of Business, and complete the remaining policy fields as needed.
The Status of the new policy defaults to New or Prospect depending on your General Settings. Since the policy is already sold, change the Status to New.
Complete the remaining Client/Policy Information screens as needed for each Line of Business on the policy.
Click the
The available side-tabs are specific to the line of business selected for the policy. You can add multiple lines of business to Commercial, Agriculture, or All Other policy types to create a package. If the side-tabs are not displaying correctly, the line of business may be missing or incorrect. You can update this information on the Policy Information tab.
After completing all of the necessary side-tabs, click Finish.
The Finalize Log dialog opens.
If your agency has configured default tasks to trigger when a policy is inserted on a client, then a task is automatically created and attached to the log note.
To open and view the task details, click on the task link in the References section of the log note. Additionally, you can modify the task details as needed, and then click Save
To learn more about tasks and how to manage them, see Tasks Overview and Tracking My Daily Tasks.Add log comments and create a Task as needed, and then click Save Log.
Selecting the right application/ policy type
HawkSoft enables you to create a diverse set of policies, categoried by application type.
Lines of business are by application type as part of carrier setup.
Select the application type in the Action Menu: Example Lines of Business: Personal Personal Auto, Home/Dwelling, Boat, and Personal Umbrella. Commercial Commercial Auto, Commercial General Liability, Commercial Property, Commercial Package, and Workers' Compensation.
Agriculture Agriculture Liability, and Agriculture Property. Life Life Health Individual Medical, Dental, Vision, etc. Bond Bond Employee Benefits Group Dental, Group Life, Group Medical. Other Any other type of policy/product you may track in HawkSoft, where an ACORD line of business does not apply You will be able to add line(s) of business on the Policy Information screen, after selecting the application type.
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