Client, Policy, and Claims Summaries

Summaries provide a snapshot of client and policy information that can be printed and given to customers or other interested parties.

HawkSoft provides four types of summaries that can be used to compile and print different information: Policy Overviews, Detailed Summaries, Dec Views, and Claims Details.

Only an insurance carrier can provide proof of coverage. For this reason, documents generated in HawkSoft should be used for reference only and not as legal proof of coverage or limits.

To create and print the Policy Overview

The Policy Overview is an editable document that provides basic agency, carrier, and coverage information for the selected policy.

This document uses the Policy Overview base template A pre-designed, structured format to be used as the beginning point for all new letters, memos, and/or e-mails created within CMS. . This template can be configured to suit agency preferences, such as adding an agency logo and choosing the colors of the report dividers.

Please see Base Templates for more information.

Retrieve a client, and then select a policy within that client.
Click Action, and then select one item in each of the first three lists to describe what prompted this transaction.
Select Print/Create, and then Summary.
Select Policy Overview.

The Policy Overview opens in the HawkSoft Letter Editor.
Modify the Policy Overview as needed.

See Correspondence Templates - Formatting Options (Letters, Memos, Proposals, and Policy Overview) to learn about available editing options.
Use the File menu to print and/or attach the Policy Overview.
- Print and Close – Select to print the Policy Overview. The Print dialog opens. Modify settings as needed, and then click Print.
  
  A PDF is attached to the log note and client.
- Attach and Close – Select to attach a PDF to the log note and client file without printing.
Click Finish to close the Action menu.

The Finalize Log dialog box opens.
Add log comments and create a Task as needed, and then click Save Log.

The Policy Overview is attached to the client file as a PDF and can be accessed from within the log note or from the Attachments tab.

To create and print a Detailed Summary

A Detailed Summary enables you to choose from a list of client and/or policy sections to include. The list will vary depending on the policy type.

Retrieve a client, and then select a policy within that client.
Click Action, and then select one item in each of the first three lists to describe what prompted this transaction.
Select Print/Create, and then Summary.

Select Detailed Summary.

The Detailed Summary Options dialog opens with policy related summary options selected by default.

Detailed Summary options

This section lists the different Detailed Summary options available for all policies, in addition to the options available to certain policy types.

All policies

Section	Details
Full Client Information	Lists the insured's name, address, and contact information such as phone numbers and email addresses
Policy Information	Lists the policy information (such as carrier, policy number, policy status, and policy dates) of all policies on the client When your agency creates forms associated with a policy, HawkSoft uses the Writing Carrier in the form's "Carrier Name" field by default. If no Writing Carrier has been selected on the policy, HawkSoft will use the Program Name. If neither a Writing Carrier nor a Program Name have been selected on the policy, HawkSoft will use the Carrier/MGA Display Name.
Policy Claims	Lists all claims for the selected policy
Client Claims	Lists all claims on the client

Client tab

Section	Details
All Active Policies	Lists all policies (plus general policy information) with an active or active pending status
Inactive Policies	List all policies (plus general policy information) with a non-active status (including prospect policies)

Auto policies

Section	Details
Coverages	Lists coverages for each vehicle on the policy
Vehicles Summary	Creates a summarized list of all vehicles on the policy (only includes vehicle number, year, make, model, VIN, and Fleet ID)
Vehicles Detail	Creates a list of all vehicles on the policy, with full details for each vehicle
Drivers Summary	Creates a summarized list of all drivers on the policy (only includes driver number, name, date of birth, last 4 digits of license number, last 4 digits of social security number, licensed state, and hire date) For security purposes, all license numbers and social security numbers only show the last four digits on printed summaries. To create a spreadsheet of all drivers with full license numbers and social security numbers shown, see To create a blank template or export a list of drivers or vehicles.
Drivers Detail	Creates a list of all drivers on the policy, with full details for each driver
Fees	Lists all fees on the policy, including policy fee, broker fee, SR22 fee, and other fees
Discounts	Lists all applicable discounts on the policy, including multi-car, transfer, renewal, homeowner, paid-in-full, and other discounts
Additional Interests	Lists all additional interests associated with the policy

Boat policies

Section	Details
Coverages	Lists all coverages for all boats on the policy
Boats Summary	Creates a summarized list of all boats on the policy (only includes boat name, year, make, model, hull ID, and vessel type)
Boats Detail	Creates a list of all boats on the policy, with full details for each boat
Operators Summary	Creates a summarized list of all boat operators on the policy (only includes operator number, name, date of birth, license number, and licensed state)
Operators Detail	Creates a list of all boat operators on the policy, with full details for each operator
Additional Interests	Lists all additional interests associated with the policy

Home/Commercial/other policies

Section	Details
Locations Summary	Lists all locations and buildings on the policy (without building underwriting details)
Locations Detail	Lists all locations and buildings on the policy, including building underwriting details
Coverages	Lists all coverages for each line of business on the policy
General Liability Hazards	Lists all general liability hazards (if a Commercial General Liability line of business is on the policy)
Work Comp Hazards	Lists all Workers' Compensation hazards (if a Workers' Comp. line of business is on the policy)
Scheduled Property	Lists all scheduled property for each line of business and location on the policy
Unscheduled Property	Lists all unscheduled property for each line of business and location on the policy
Additional Interests	Lists all additional interests associated with the policy

Check or uncheck the sections you want to include on the Summary, and then click OK.

The default Print dialog opens.
Select a printer, and then click Print.

To attach a copy of the Detailed Summary to the client, select the HawkSoft Virtual Printer.

When you click Print, HawkSoft closes the Print dialog and opens the Virtual Printer Viewer. Follow on screen prompts in the Virtual Printer Viewer, and then click Attach.

See Working with Attachments to perform actions from the Attachments List, such as emailing the letter or sending the letter for an electronic signature.
Click Finish in the Action menu dialog.

The Finalize Log dialog opens.
Add log comments and create a Task as needed, and then click Save Log.

The Detail Summary is printed and the log note is saved.

If you attached the Detail Summary to the client/policy, see Working with Attachments to perform actions from the Attachments List, such as emailing or sending the PDF for an electronic signature.

To create and print the Dec View

The Dec View is a document that provides complete policy information in a format similar to a declarations page from a carrier.

Retrieve a client, and then select a policy within that client.
Click Action, and then select one item in each of the first three lists to describe what prompted this transaction.
Select Print/Create, and then Summary.
Select Dec View.

The HawkSoft Attachment Viewer opens in a webpage and displays the Dec View.
Optional: Click the Download icon to download the Dec View as a PDF.
Click the Print icon in the top-right menu bar.

The default Print dialog opens.
Select a printer.

To attach a copy of a Dec View to the client, select the HawkSoft Virtual Printer.

When you click Print, HawkSoft closes the Print dialog and opens the Virtual Printer Viewer. Follow on screen prompts in the Virtual Printer Viewer, and then click Attach.

See Working with Attachments to perform actions from the Attachments List, such as emailing the letter or sending the letter for an electronic signature.
Click OK.
Close the Dec View document.

The Action menu appears.
Click Finish in the Action menu dialog.

The Finalize Log dialog box opens.
Add log comments and create a Task as needed, and then click Save Log.

The Dec View is printed, and the log note is saved.

If you attached the Dec View to the client/policy, see Attachments Overview to perform actions from the Attachments List, such as emailing or sending the PDF for an electronic signature.