Logging In and Out of HawkSoft

This article provides instructions for logging in to and logging out of your HawkSoft desktop, HawkSoft in a web browser, and Agent Portal. Once you have logged in, you can access the Help System from the  Help menu. This article also provides instructions on how to reset your password.

In order for HawkSoft to perform essential functions, all workstations for the agency need to have access to the following HawkSoft domains:
*.hawksoft.com
*.hawksoft.cloud
*.hawksoft.app
See HawkSoft Server List for IP Allow for more information.

For users who have migrated from v5, once your agency performs the final migration to HawkSoft 6, you can still access your HawkSoft 5 database in a "Read Only" mode. SeeRead Only Database for more information.

While every feature is fully accessible through the HawkSoft Desktop Application, some capabilities are also available through the HawkSoft Agent Portal and the HawkSoft Browser App.

The HawkSoft Browser App is used for administrative settings, reporting, managing downloads, and can also be used to access the Client View, Task Center, Trust Accounting, and the Commissions Center. The browser app does not include direct access to editing client or policy information, but does include viewing client and policy data, inserting logs and attachments, and managing Tasks.

HawkSoft Agent Portal enables you to view clients, create log notes, and attach images to policies.

For more information, see Feature Availability.

The HawkSoft Desktop

All features of HawkSoft are available, and both agency information/settings and client/policy data are available, as long as user permissions allow access.

  1. Double-click on the HawkSoft icon on your desktop.

    If you do not see the HawkSoft icon, verify if HawkSoft has been installed.

  2. Log in using your User Initials and Password.

  3. Conditional: The first time you log in as a new user, HawkSoft will email you an authentication code to verify your email account.

    Copy the code into the space provided, then click Validate.

  4. Conditional: If your agency has enabled MFA, HawkSoft may email you an authentication code.

    Copy the code into the space provided, then click Validate.

    Once you have signed in using MFA, HawkSoft will remember you on that device for up to 7 days.

    Multi-Factor Authentication provides an additional level of security. To enable or disable MFA for your agency, see  Multi-Factor Authentication.

    HawkSoft opens to the Start page.

To log out of the HawkSoft Desktop app, click the X in the upper right-hand corner of each HawkSoft window.

  1. Double-click on the HawkSoft icon on your desktop.

  2. Enter your User Initials.

  3. Click I forgot my password.

  4. Click Yes.

    HawkSoft will email you a temporary password.

  5. Copy the temporary password into the login screen, then click Login.

  6. Conditional: If your agency has enabled MFA, HawkSoft may email you an authentication code.

    Multi-Factor Authentication provides an additional level of security. To enable or disable MFA for your agency, see  Multi-Factor Authentication.

  7. Create a new password, using the Password Rules provided.

  8. Enter your new password into both fields, then click OK.

    HawkSoft opens to the Start page.

HawkSoft Browser App

The HawkSoft Browser App is used for administrative settings, reporting, managing downloads, and can also be used to access the Task Center, Trust Accounting, and the Commissions Center. You can view clients and policies in the web, create log notes, add attachments, and manage tasks. To edit client or policy information, use HawkSoft Desktop.

The browser app gives you the flexibility to access agency data when and where you need it. If you currently only have internet access on a mobile device, if you are on a computer such as a Mac that cannot install the desktop app, or if you need to adjust a user's permissions or add a carrier while away from your office, the HawkSoft Browser App will provide access to agency data via a mobile device or from another workstation.

For information about features and usage, see HawkSoft Browser App.

  1. Open the HawkSoft Browser App from your browser (https://hawksoft.app).

    You may want to bookmark this site in your device's web browser for easy access.

  2. Enter your User Initials and Agency ID using the format <User Initials>@<Agency ID>.

    For example, Allen Charleston, with user initials ABC, at agency 12345 would enter ABC@12345.

  3. Enter your password, then click Sign In.

  4. Conditional: The first time you log in as a new user, HawkSoft will email you a verification code to verify your email account.

    Copy the code into the space provided, then click Submit.

  5. Conditional: If your agency has enabled MFA, HawkSoft may email you an authentication code.

    Copy this code into the space provided, then click Submit.

    Multi-Factor Authentication provides an additional level of security. To enable or disable MFA for your agency, see  Multi-Factor Authentication.

    The HawkSoft Browser App opens to the Start page in your browser.

  6. Conditional: If your agency has multiple offices, you may need to select an office.

    HawkSoft Browser App opens to the Start page in your browser.

Click on your initials in the upper right, then select Sign Out.

Once you have associated your email address with HawkSoft, you can reset a forgotten password on your own from the HawkSoft login window.

  1. Open the HawkSoft Browser App login page in your browser (https://hawksoft.app).

  2. Click Forgot Password?

  3. Enter your User Initials and Agency ID using the format <User Initials>@<Agency ID>.

    For example, Allen Charleston, with user initials ABC, at agency 12345 would enter ABC@12345.

  4. Click Request Temporary Password.

    HawkSoft will email you a temporary password.

  5. Enter your User Initials and Agency ID using the format <User Initials>@<Agency ID>.

  6. Copy the temporary password from your email into the Password field.

  7. Click Sign In.

  8. Conditional: If your agency has enabled MFA, HawkSoft may email you an authentication code.

    Copy this code into the space provided, then click Submit.

    9. Multi-Factor Authentication provides an additional level of security. To enable or disable MFA for your agency, see  Multi-Factor Authentication.

  9. Create a new password, using the Password Rules provided.

  10. Enter your new password into both fields, then click Update Password.

    HawkSoft Browser App opens to the Start page.

The HawkSoft Agent Portal

You may find times that you need to access HawkSoft client information on the go, such as when visiting a home or other property. For situations such as this, HawkSoft provides the HawkSoft Agent Portal.

The Agent Portal enables you to access much of your client information from any device with a modern web browser, such as a phone or a tablet. In addition to viewing previously entered client and policy information, you can also create a new log or attach a file using Agent Portal. You can even take a new picture with your phone to attach immediately.
You can view the following client and policy details in the Agent Portal:

  • Names

  • Addresses

  • Contacts

  • People

  • Policies

  • Logs (last 90 days only)

  • Attachments (last 90 days only)

Installing the HawkSoft desktop application is not needed to use the Agent Portal on a device. However, your HawkSoft admin does need to grant you the correct User Permissions in HawkSoft before you can access Agent Portal.

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

Agent Portal > Allow Agent Portal Access

See User Permissions for more information.

Agent Portal can be accessed through the app or directly through a browser, or from a link at the bottom of the HawkSoft Browser App menu bar.

  1. Open your device's web browser and visit https://agents.hawksoft.app.

    The Agent Portal login screen opens.

  2. Enter your User Initials and Agency ID using the format <User Initials>@<Agency ID>.

    For example, Allen Charleston, with user initials ABC, at agency 12345 would enter ABC@12345.

  3. Enter your password, then click Sign In.

  4. Conditional: If your agency has enabled MFA, HawkSoft may email you an authentication code.

    Copy this code into the space provided, then click Submit.

    Multi-Factor Authentication provides an additional level of security. To enable or disable MFA for your agency, see  Multi-Factor Authentication.

    The HawkSoft Agent Portal opens.

  1. Click on your user initials in the upper right of the Agent Portal page.

    A drop-down menu opens.

  2. Select Signout.

    The browser returns to the Agent Portal login screen.

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