List of all Agency Reports
This article is a list of reports available in HawkSoft. These reports are run using a variety of HawkSoft features, including Business Intelligence and Task Center.
Click on a report for steps you can follow to run the report, as well as tools you can use to refine the report.
This task is typically performed by an Owner/Administrator or Manager.
Active Policies with No Commission in Current Term
All Activity Tags by Date Range
All Client Actions by Date Range
Commercial Renewals (Next 60 days)
Company Payables (All, Paid and Unpaid)
Contact Information Out of Date
Customers Added (Last 12 Months)
Customers Lost (Last 12 Months)
Missing Client CSR or Producer
Net Change (Active Customers Last 12 Months)
Net Change (Active Policies Last 12 Months)
No Active Auto (Personal Lines Customers with)
No Active Home (Personal Lines Customers with)
No Active Personal Umbrella (Personal Lines Customers with)
Personal Lines Renewals (Next 60 days)
Policies Added (Last 12 Months)
Policies Lost (Last 12 Months)
Policies Sold (Last 12 Months)
Recently Renewed or Expired Policies
Replaced Policies by Date Range
Rewritten Policies by Date Range
Related Topics