Policy Data Auditing

HawkSoft's customized reports enable you to audit your agency's policy data for missing or incorrect data. This report can be used after importing data to verify a successful import, or periodically to ensure accurate data entry.

To ensure accurate data and reporting, HawkSoft recommends regularly running the reports in Data Clean Up Reports.

Example: If a policy is created from imported data and the Status is empty, the Agency Intelligence and Sales and Retention reports won't include the policy in the reports.

See Agency Reports Overview to learn more about the different reports available in HawkSoft.

This task is typically performed by an Owner/Administrator.

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

Reports > Run Quick Reports

See User Permissions for more information.

To find data that may be missing you can run a Quick Report in HawkSoft to include all policies, and then sort the data to review policies for missing or incorrect data.

  1. From Quick Reports, click New Report.

  2. Select All Policies Report

  3. Optional: Select a Policy Office.

  4. Click Run Report.

  5. Select Column Options to manage the fields you want to view, or to select a saved Layout. See Customize, Summarize, and Filter Report Data for more information.

    Select additional fields that you have set as Required on Insert in General Configuration.

    Client Information

    Named Insured

    Customer ID

    Phone Primary

    Email Primary

    Client Type

    Customer Type

    Client Status

    Client Office (if your agency has multiple offices)

    Client Source

    General Policy Information

    Company

    Policy #

    Premium

    Status

    Status Date

    Office

  1. On the report, summarize by column to sort the data, and check for missing data.

  2. Double-click on a line item to open a policy as needed.

    Review log notes to identify the source of the bad data.

    For example, was the policy inserted from a rater, from the Data Importer, or manually entered prior to a change to your required fields?

  3. Use the Action menu to make changes to each client/policy as needed.