Release Highlights

We are hard at work on upcoming enhancements to the client view, reporting, email logging, ACORD Forms, and more.

Full Release Notes

We are hard at work on upcoming enhancements to the client view, reporting, email logging, ACORD Forms, and more.

Full Release Notes

We are hard at work on upcoming enhancements to the client view, HawkSoft E-Signature, reporting, carrier setup, ACORD Forms, and more.

Full Release Notes

We are hard at work on upcoming enhancements to client view, trust accounting reports, commercial lines, tasks, and more.

Full Release Notes

Login

Streamlined login experience HawkSoft now uses a single login to access both desktop and browser features. After logging into the desktop app, users no longer need to log in again when launching browser features like reporting, trust accounting, commissions, and more. Please note that additional sign in is still required for the help portal and when launching HawkSoft Browser App from the Help menu. This will be coming soon! For more information on logging into HawkSoft, see Logging In and Out of HawkSoft.

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Tip and Trick: Open clients in a new tab from search When searching for a new client, you can choose to open the client in a new tab instead of replacing the one you currently have open. This enables you to quickly switch between clients you are currently working in, or to easily look up information contained in a client for use in another client. See Tips and Tricks for more information.

Full Release Notes

Client View

Icon Library for Customizing the Toolbar A built-in library of HawkSoft-branded icons is now available when customizing toolbar shortcuts, replacing the default Windows system icon browser. These Icons automatically adjust to the user's current HawkSoft theme for a more cohesive look. For more information, see Customizing the Toolbar.	►
Unmatched Document Quick Link You can now open your Unmatched Documents Inbox from the Quick Links panel on the left-side of HawkSoft Desktop.

Full Release Notes

We are hard at work on upcoming enhancements to client view, trust accounting reports, commercial lines, tasks, and more.

Full Release Notes

Reports

Navigating Clients in Report View When launching a client from a report, a Previous and Next button now display in the HawkSoft toolbar so users can quickly move through the clients and policies on that report. As users click the Previous or Next button, the highlighted row in the report moves to the current client/policy. Users must have the HawkLink extension installed for this feature to work; if the extension is not installed, they will be prompted to install it the first time they click the Previous/Next button. See Customize, Summarize, and Filter Report Data for more information.

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Commissions

New Rounding Options for Agent Payouts A new Rounding Setting under Agent Commission Rules allows agencies to configure which rounding method HawkSoft uses when calculating agent commission payouts. This gives agencies more precise control over how commissions are split between the agency and agents. See Agent Commission Payout for more information.

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Other Enhancements

Launch PDFs with Default Windows Viewer Under the gear icon in the Attachments list, users can now select to launch PDFs using their Windows default PDF Viewer if preferred. See The Attachments List for more information.

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Export Activity Tags The list of Activity Tags in Agency Setup can now be exported as a text document, which allows agencies to easily include the list of tags in training materials. See Activity Tags for more information.

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Full Release Notes

Reports

Group Filtering for Agency Intelligence and Sales & Retention The Agency Intelligence and Sales & Retention dashboards now allow users to select which groups are displayed by using the filter icon underneath the Group By dropdown. See Agency Intelligence Reports and Sales and Retention Reports for more information.

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Data Replace updates for Client Tags Data Replace can now be run directly from a Client Tag Report, enabling users to update client data. Users can also bulk archive Client Tags using Data Replace, making large-scale tag cleanup faster and easier. See Clean Up Client Tags for more information.

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Tasks

Automatic Follow‑Up Tasks for Invoices, Payments & Submissions Several new trigger options have been added in Default Tasks, allowing follow-up tasks to be automatically created when actions occur regarding submissions, invoices, and payments. See Default Task Rules for more information.

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Various minor enhancements and bug fixes have been made to Log Notes, Client Viewer and Trust Accounting Reports, and more.

Trust Accounting

Configure QuickBooks Class Codes Agencies that have Class Codes enabled in QuickBooks can now configure Class Codes in HawkSoft's trust accounting settings. This will assign Class Codes on export to QuickBooks, saving time and ensuring accurate reporting. See Trust Accounting Settings for more information.

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Tasks

"Overdue by" Column in Agency Tasks Agency Tasks now includes a column displaying tasks overdue by a customizable number of days, giving managers a configurable option in addition to all overdue tasks. See Managing Tasks for your Agency for more information.

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Other Enhancements

Contact Information Window Enhancements Enhancements have been made to the look and functionality of the Contact Information window. Users can now click the icon next to a contact's name to automatically highlight it when launching the Contact Information window. See Tour of the Client and Policy View for more information.

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Claims Data in HawkLink HawkLink can now flood claims data from HawkSoft into websites. See Using HawkLink for more information on HawkLink.

Full Release Notes

Tasks

Day of Week on Due Date When a task is due within the next week, the due date now includes the day of the week. This helps users see at a glance which day of the week their upcoming tasks are due. See Tasks Overview for more information about Tasks.

Agent Portal

Client QR Quick Access In the top right corner of the client, there is a new Open in Agent Portal button that displays a QR code, letting users quickly open the client or policy in Agent Portal on their mobile device for use on the go. See To access Agent Portal for more information.

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Full Release Notes

Reports

Export Policies as AL3 There is now an option to Export Policies as AL3 in the options menu under Batch Actions on policy reports. This allows agencies to mass export policy data in AL3 format for situations like quoting a book of business with a new carrier. See To export as CSV for more information.

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Full Release Notes

Log List Enhancements

Action Details The log list on a client now shows additional details for specific actions taken on a log, such as when a payment is taken. See Searching and Viewing Log Notes for more information.	►
Compressed View In the Log List Options menu there is now an option to "Compress Log List," which reduces the horizontal spacing in the log list so more information can be seen without scrolling to the right. See Searching and Viewing Log Notes for more information.	►
Appends In the log list on a client, log notes with appends now display with an append icon at the end of the summary so it's easy to see at a glance which logs have been appended. See Searching and Viewing Log Notes for more information.

Updating Tasks from the Log List

Right-click menu In the log list, users can now right-click on a log to quickly create, edit, or close a task on the log. If only one task is associated with the log, this opens the task for the desired action. If multiple tasks are associated with the log, the right-click menu allows the user to select the desired task. The menu displays up to 10 associated tasks, so if the log contains more tasks than this, you may need to open the log to find the desired task. See To create a task in the flow of work for more information.

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Other Enhancements

Print multiple agent paid statements On the Agent Paid Statements summary, users can now select multiple agents to print statements at once, rather than printing each statement individually. See Agent Paid Statements for more information.	►
New Download Report Options In the Download Report, there are two new preset options for Download Activity for Yesterday and for Last Weekend, allowing users to quickly run reports for these common options without setting a date range. See Download Report for more information.

Full Release Notes

Tasks

View Task Status and Due Date when Viewing a Log Note When creating or viewing a log note with associated tasks, each task now displays the task status and due date. Overdue tasks will display in red text and have an alert  icon. This makes it easier to identify task details at a glance from a log note. See Creating a Log Note or Searching and Viewing Log Notes for more information.	►
Task Center now shows Due Task Totals The title bar in the Task Center now displays the count of Tasks that are due.	►

Client Viewer

New Ways to Filter, Search, and Access Contact Info When viewing the Contacts Information screen on a client, users can now sort and search the list to find desired contacts more quickly. The arrow keys and space bar may be used to move through the list and launch actions. Users now have the ability to filter the contacts list from the People tab, making it easier to find a contact. When double clicking on a person on the People tab, contact information associated to that person is now displayed in the Personal Profile window, and can be copied by clicking.

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Reports

New Home Underwriting Report A new Home Underwriting Report has been added to Quick Reports, making it easier to report on all active policies, with some home underwriting information included as columns. See Quick Reports for more information.

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Downloads

New Update Alert Download Task Rule The Uprate Alert download task rule has been replaced by new Rate Increase threshold options when creating task rules for Renewals or Renewal Quotes. This helps prevent duplicate tasks created by downloads, and provides flexible options for creating multiple rules based on premium increases or decreases. Any previously created Uprate Alert rules have been replaced by two new equivalent rules, one for Renewals and one for Renewal Quotes, using the existing rate increase percentages. See Download Task Rules for more information.

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Full Release Notes

Attachments

• Customize Columns in the Attachment Tab

  Users can now click the Column Options icon from the top right corner of the Attachments tab on a client/policy to customize the order of the columns and display the information that is most relevant to them first. Users may also click on each column header on the Attachments tab to sort column by alphabetical order. See The Attachments List for more information.

Commissions

• View Change History in Agent Rules

  In Agent Commission Rules, the new Agent Rules History button allows users to view the history of changes made to agent rules in the last 90 days. This makes it easier to see what recent changes have been made and which user made the changes. See Agent Commission Rules for more information.

Other Enhancements

• Import and Export Locations and Buildings

  From the Locations screen on a policy, users can now import and export locations and buildings to/from the policy via a CSV spreadsheet. This reduces the need for manual data entry when adding or updating locations and buildings on a policy. See Export/Import Locations, Homes, and Buildings for more information.

Full Release Notes

Reports

• Update some Policy Statuses or sub-statuses with Data Replace

  Users can now update certain Policy Statuses/Sub-statuses on policies in bulk via Data Replace, as well as Status Date. This allows agencies to mass update policies for common needs, such as updating Expired policies to Replaced or DeadFile. See Data Replace for more information.

• Home Coverage Report Dwelling Coverage
  

  On the Home Common Coverages Report, if a policy has no deductible on the Dwelling coverage, the standalone Dwelling Deductible will be displayed instead, if one exists. This helps with carriers that may include the deductible in this field on the download. See Quick Reports for more information.

• Launch Clients in existing tab from reports

  When launching a client from a report, the first instance will open in a new client tab. Subsequent clients from the same report will now open in that tab, rather than creating new tabs. See Agency Reports Overview for more information.

Log Notes

• Update Policy Information tab to match logs

  The logs displayed on the Policy Information tab on a client are now more consistent with the behavior on the Logs tab, allowing users to view all logs, search, and filter. See Searching and Viewing Log Notes for more information.

Other Enhancements

• Calendar Range Update

  On date fields, the calendar date picker now displays a few days of the previous and next month, making it faster to select an upcoming date without clicking to another month.

• Export specific Clients with Data Export

  Under Data Export in Agency Setup, admins may now select to export data for only specific clients, rather than all clients, minimizing the amount of data exported. See Exporting Agency Data for more information.

Client View

• Select Default Client Detail Tab

  Users may now set which client detail tab is displayed by default when the Client tab is selected. This allows users to start on the tab they use most often, reducing clicks to navigate to the desired tab. This option can be set by clicking on the Filters icon on the client/policy bar and selecting Preferences. See Tour of the Client and Policy View for more information.

Email

• See All Carrier or Vendor Contacts When Sending Email

  When sending an email in HawkSoft via the Action Menu, the Recipients screen now has an option to view email addresses from all vendors or carriers if desired. See Email Overview for more information.

Agency Tasks

• When reassigning or deleting agency tasks in bulk from the Task Center, there are now additional filters to search for tasks by office, application type, and non-client tasks. This makes it easier to identify the correct group of tasks to update. See Managing Tasks for the Agency for more information.

Attachments

• When uploading an attachment, typing in the Description or Category field now displays the items that start with the typed characters first, before the items that contain those characters. See Attachment Properties for more information.

Client View

• Users may now click and drag to scroll through the client/policy tabs and detail tabs on a client, in addition to using the arrow keys.

Attachments

• Viewing Attachments and Tasks on Log Notes

  Enhancements have been made to how attachments and tasks are displayed on log notes. Attachments now display more file information and are separated from Tasks.

  There is now a new setting on the log view to display the attachments and tasks as a list if desired, rather than buttons. This makes it easier to view logs with a large number of files attached. See Searching and Viewing Log Notes for more information.

Tasks

• View Tasks by Client Office

  In the Task Center, tasks may now be grouped by Client Office for both My Tasks and Agency Tasks, allowing users to more easily view tasks by office. See Tracking My Daily Tasks and Managing Tasks for the Agency for more information.

Reports

• Report Navigation

  When launching a client from a report, the selected row is now highlighted. Users can move the highlighted row in the report by using the arrow keys, or hit Enter to launch a client. This helps users keep their place when working through a report. See Agency Reports Overview for more information.

Log Notes

• Log text colors

  When creating a log note or template, users may now change the text color or highlight color by selecting one of the provided color options. This allows users to create visual distinction or use color coding inside log notes. See Creating a Log Note for more information.

  Text and highlight colors are not currently displayed on logs migrated from HawkSoft 5, but we are evaluating ways to address this in the future.

• Filter Internal logs

  There is a new filter option in the log list for Internal logs, allowing users to display or hide them in the log list as desired. See Searching and Viewing Log Notes for more information.

Trust Accounting Reports

• New Columns on Trust Accounting Reports

  Company Payables and Agency Revenue reports now include columns for office, agent details, payable details, agency revenue details, and more. These reports can be filtered by office or bank. See for more information.

Shared Reports

• Batch Actions on Shared Reports

  Users may now perform batch actions (batch email, logs, client tags, and data replace) on reports that are shared to them, providing more functionality on shared reports. These actions remain dependent on the user's Batch Actions permissions. See 1-Click Reports for more information.

Tasks

• Launch Task Center as a tab inside HawkSoft

  A new setting under My Workstation Settings allows you to view the Task Center in a tab inside HawkSoft rather than in a separate window if desired. This makes it easier to move between tasks and other areas of HawkSoft for workstations with a single screen. See Managing Tasks for the Agency for more information.

Attachments

• Drag and drop attachments to log notes in Task Center

  When creating a log note from the Task Center, users can now drag and drop attachments into the log note. See Tracking My Daily Tasks for more information.

  Emails dragged from New Outlook will still need to be downloaded first.

Commission Statements

• Search transactions on unreconciled commission statements

  The new keyword search bar on unreconciled commission statements allows users to search and filter transactions by the insured's name or policy number. This helps users quickly find specific transactions in the list. See Reconciling Commission Statements for more information.

Tasks

• Close multiple tasks

  Users with permission can now close multiple tasks in the My Tasks list at once from the Task Center, by selecting the checkmark to the left of each task and then clicking Close Selected. Upon closure, users may also add text to be appended to any log notes associated with the selected tasks. See Tracking My Daily Tasks for more information.

• Task closure information on log notes

  When closing a task, the task information (including the task title, category, creator, and assignees) is now automatically added to the associated log note. This makes it more clear which task was closed without extra clicks. See Creating a Task for more information.

Reports

• Add commission columns to reports

  Users may now add columns for Total Commission (dollar amount), Commission Count (number of reconciled transactions), and Last Commission Reconciled (date) to any policy report, providing more flexibility in viewing commission data alongside other report data. SeeCustomize, Summarize, and Filter Report Data for more information.

  Users must have the permission for Viewing Commission Transactions on Clients to access these columns.

Log Notes

• Filter logs by activity tag

  Users can now filter the log list by activity tag. Simply search for the desired activity tag in the search bar on the log list to view log notes with the selected tag. See Searching and Viewing Log Notes for more information.

Other Enhancements

• User setup

  When converting a Tracking Only user to a normal user, there is now a drop-down to add a permissions template to the user, if desired. See Manage Agency Users for more information.

• Download Attachments

  The most common attachment types (including carrier downloads, PDFs, and image files) now open in HawkSoft's new attachment viewer. This resolves the recent issue with downloading PDFs from AL3s, eDocs, and Claims. See Carrier Downloads Overview for more information.

Activity Tags

• When adding activity tags to a log, a new search bar allows users to filter activity tags using search terms. This makes it faster to find the desired tag. See Activity Tags for more information.

• Shortcut keys are also available for this workflow. Users can press Alt+A to search, arrow keys to navigate through the results, and Enter to select a tag.

Tasks

• When editing or closing a task in the Task Center, users can now create or append a log note directly from the task, rather than needing to open the client. SeeTracking My Daily Tasks for more information.

Accounting

• When creating a client statement, there is a new option for All Open Items. This includes open invoices, partially applied and unapplied credit memos, and payments. See Creating a Customer Statement for more information.

Quick Reports

• The new Line of Business Policy report in Quick Reports allows agencies to run a policy report for clients that have, or are missing, specific LOBs and then summarize based on policy fields like Carrier. See Quick Reports for more information.

Additional Interests

• When creating an Additional Interest on a policy, there is now an option to add it to the Additional Interests database if there is not yet an entry with that name and address. This option is also available in the certificate workflow under the certificate holder. This allows users to more easily update the Additional Interest database utilized by all users. See Additional Interests for more information.

Other Enhancements

• Multiple bug fixes and minor enhancements to downloads, reports, accounting, commission, agency setup, and more.

Commissions

• Manual Commission Statements

  When creating a manual commission statement, users may now add a total commission paid amount for the statement. This amount and the current total of the transactions entered on the statement are now both displayed on the statement, helping users track the transactions entered against the total. See Creating and Managing Commission Statements for more information.

Tasks

• Agency Tasks

  A new Customize View button in Agency Tasks allows each user to customize their own view and task date ranges. See Managing Tasks for the Agency for more information.

  • The number of days shown in the Due, Created, or Done columns can be changed.

  • A column can be added for a custom date range of up to 30 days.

Other Enhancements

• Client Search

  Business Name now always performs a Contains search, while First/Last Name searches follow the selected radio option for Starts With or Contains. See Client Search for more information.

• HawkLink

  The HawkLink extension is now available in Microsoft Edge, in addition to Google Chrome! This option can be selected in User Preferences > Website, as well as in Carrier Setup for website links configured in the carrier. See HawkLink Setup for more information.

• Tracking Only Users

  There is now an option to convert a Tracking Only user to a normal user from the user profile, rather than needing to delete and re-create the user. See Modify a User Profile for more information.

Tasks

• My Tasks

  A new Customize View button on the My Tasks tab in the Task Center allows users to change the number of days displayed in the "Next 7 Days" view, and to create a customized view for any date range of up to 30 days. This provides more flexibility in viewing upcoming tasks. See Tracking My Daily Tasks for more information.

• Editing Tasks

  When a task is edited, closed, or reopened, this Action is now added to the associated log note. This makes it easier to see updates to tasks in the log notes, and allows users to report on these actions in Activity Reports. See Managing Tasks for the Agency and Activity Reports for more information.

Submissions

• Submission tracking enhancements

  Enhancements have been made to workflows on the Submissions tab to make it easier to view updates to submissions in log notes. See Track Submissions for more information.

  • Log notes: Creating a new submission or submission group now creates a log note (with the ability to add tasks, activity tags, etc). When a submission is updated, the updates are appended to the original log note.

  • Past submissions: For past submissions that do not have an associated log note, editing the submission will create a log note.

  • Archived group: Archiving a submission group now creates a separate log note, linked to the original log note for the submission.

  • Creating a new group: There is now a button on the Submissions tab to create a new submission group, which can be done without creating an individual submission.

Other Enhancements

• Client Type on Quick Reports

  When running a Quick Report for All Clients or Active Clients, there is now an option to select the desired Client Type before creating the report. This allows users to run a report faster for only a subset of clients by type. See Quick Reports for more information.

• Accounting reports

  A number of additional data columns have been added to Customer Accounting Reports (Customer Balance, Unapplied Credit, Invoice Reports). See Accounting Reporting and Processing for more information.

• Agent Payout

  In the Agent Payout area, users may now use Shift + Click to select a range of transactions without clicking each one individually. See Agent Commission Payout for more information.

• ScratchPad

  The ScratchPad now remembers the last used "Always on Top" setting, allowing it to display on top of other HawkSoft windows.

Commissions

• Calculator for retained commission

  After adding a line item to an invoice, there is now an icon next to the retained amount which opens a basic calculator to help users calculate retained commission.

  The calculator displays the commissionable premium, retained amount, and calculated commission percentage for the line item. Editing any of these fields will update the retained commission. See Creating an Invoice for more information.

HawkSoft Updates

• Pop-up prompt to update HawkSoft

  Updates have been made to the pop-up that displays when users have not closed out of HawkSoft since an update was released, prompting them to save their work and refresh the page so HawkSoft can update.

  If the user selects "Later," the update will occur when they reload the page or close and reopen HawkSoft.

Search

• Search enhancements

  Several enhancements have been made to the Client Search function to improve the results found. See Client Search for more information.

  • Contains: When searching by name, users may now select whether to view results that contain the search term, or results that start with the search term.

  • Load more results: There is now an option to load more results if the desired client is not found in the initial 50 results.

  • Include Preferred Name: Search results now include Preferred Name if applicable, in addition to First and Last Name.

Commissions

• Commissions Reports

  All reports in the Commissions area may now be exported to CSV, including Reconcile Statements, Previous Statements, Agent Payout, and the Agent Paid Statements overview. See Commission Tracking Overview for more information.

Email

• Email integration enhancements for NEW Outlook

  HawkSoft now supports enhanced integration with Office 365 (NEW Outlook)!

  There is a new option for Microsoft Office 365 in the email integration dropdown under User Preferences. Selecting this option will allow you to use the Outlook email editor when sending an email in HawkSoft, rather than the HawkSoft email editor. This allows additional options for formatting, adding signatures, contact access, etc. See User Email Integration and Email for more information.

• Drag & Drop

  Drag & drop of emails and attachments into HawkSoft from NEW Outlook is now supported for both desktop and browser windows. This functionality is not currently supported for accounts from other email providers displayed within Outlook (e.g. Gmail). See Drag and Drop Documents for more information.

Reports

• Activity Report enhancements

  Include appends: When running an Activity Report, there is now an option to include log note appends in the report for agencies who wish to report on updates made to logs. Appends are shown as separate rows on the report, with "Append" listed in the Channel and Action columns. See Activity Reports for more information.

  Launch Log Note: When double clicking on a log note in an Activity Report, the report now launches the selected log note rather than the Logs tab, making it faster to view the full log note.

Other Enhancements

• Policy Notes

  When editing a client, there are now tabs for both Client Notes and Policy Notes. Saved notes now appear in the Notes tab on the relevant client or policy. See for more information. See Policy Overview for more information.

• User List

  In Agency Setup > Users, the user list now displays all users, rather than only the first 100 users. This makes it easier for large agencies to look through their full list of users. See for more information. See Manage Agency Users for more information.

Accounting Statements

• Create client statements in bulk

  Users can now create multiple client accounting statements at once when selecting items in the Customer Balance Summary report. A statement attachment is automatically logged to each client. See Creating a Customer Statement for more information.

Data Replace

• Data replace "annualize premium"

  The Data Replace workflow now includes the option to update the Annualize Premium checkbox on multiple policies at once.

Download Task Rules

• Download task rules by office

  When applying offices to a download task rule, there is now an option to select/deselect all offices, and to select or search for specific offices. This makes it easier to configure rules for agencies with a long list of offices. See Download Task Rules for more information.

Tasks

• Send installation instructions to new users

  When creating a new user, there is now an option to send that user an automatic email with instructions on how to install HawkSoft, making it easier for new users to get started.

  The admin will still need to provide the user with their agency ID, user initials, and password.

Cancel/Report Memos

• Progressive Cancel/Report Memos

  Cancel/Report Memos from Progressive will now be processed as individual downloads for each included client/policy rather than as a single file, eliminating the need to manually attach to each policy.

  Each item will be automatically matched or go to Unmatched Downloads if no match is found. Separate tasks will be created for each item if a download task rule is enabled for Memos.

Tasks

• Closed tasks on client

  When viewing the Tasks tab on a client, users may now select to view tasks closed up to 365 days ago. See Tracking My Daily Tasks for more information.

• Log note settings

  In Agency Setup > Settings, the setting for Requiring Log Notes on Tasks now includes a new option to require a log note only when closing a task, allowing users to edit tasks without creating log notes if desired. See Requiring Log Notes on Client Tasks for more information.

• Task description

  The Task Description field has been renamed to Task Instructions to make it more clear that this area is for notes about how to perform the task, while client/policy notes should be entered in the log note. See Tasks Overview for more information.

Commissions

• Manual commission transactions

  Enhancements have been made to make it faster to add multiple manual commission transactions in a row. This includes the ability to tab between fields, and a new checkbox that allows you to add another transaction upon saving. See Creating and Managing Commission Statements for more information.

Logs and Attachments

• Increased visual contrast on log and attachment lists

  Adjustments have been made to the colors and fonts in the Logs and Attachments lists to provide more visual contrast and make them easier to read.

Commissions

• Details on Agent Paid Statements

  When viewing the Agent Paid Statements report, users can now drill down into each agent to see transaction details. See Agent Paid Statements for more information.

• Enter policy number on transactions

  When creating a commission transaction, users may now enter a policy number if desired. This will automatically search for and match the transaction to that policy if found. See Adjusting Commission Transactions for more information.

Tasks

• Policy Dates in Tasks

  Effective, Status, and Expiration Dates may now be added as columns in the Task Center, which assists agencies in prioritizing tasks based on policy dates. When viewing a task associated with a policy, these dates are now displayed in the task details.

Quick Reports

• Prospect/Lead Policies report

  A new Quick Report for All Prospect or Lead Policies allows users to start a report with only these policies. See Quick Reports for more information.

• Filter by office

  The All Clients/Policies reports and Active Clients/Policies reports may now be filtered by client or policy office. See Quick Reports for more information.

Other Enhancements

• Delete text conversations

  In HawkSoft Text Messaging, users with texting administrator permissions may now delete conversation threads if needed, which will remove the selected messages for all users. See Processing Text Messages for more information.

• Book of business export

  In Agency Setup > Settings, a new tab for Book of Business Sale allows admins to export specific client/policy data for a partial book of business sale to a non-HawkSoft agency. See Exporting Agency Data for more information.

Tasks

Append log from a task

• While viewing or editing a task on a client, users may now append to an existing log note. This gives users the option to quickly update a task without creating another log. See Tasks Overview for more information.

Closure notes

• The Closure Notes field has been removed from tasks, as users may now simply add a log or append to an existing log. Closure notes on prior tasks can still be viewed on the task history.

Task options

• When editing a task, the Description and Due Time fields are now collapsed underneath More Options unless one of these fields has been filled out. This prevents users from mistakenly adding info in the description field instead of the log note.

Other Enhancements

Data Replace

• The carrier may now be updated on policies in bulk using data replace in Quick Reports. See Data Replace for more information.

Manual commission transactions

• The screen for entering manual commission transactions has been streamlined, making it faster to create transactions. More improvements to this workflow are coming soon! See Adjusting Commission Transactions for more information.

Miscellaneous Enhancements

• Minor enhancements to accounting, commissions, reports, downloads, carrier setup, and more

• Multiple bug fixes

Multi-Office Setup

Assign users from office profile

• For agencies with multiple offices configured, users can now be assigned to an office from the office profile, as well as from the user's profile. All users assigned to an office can now be viewed from the office profile, making it easier to view and assign the office for multiple users at once. See Multi-Office Setup for more information.

Quick Reports

New policy reports

• The Policies Added by Date Range and Policies Sold by Date Range reports found in Agency Intelligence are now also available as Quick Reports, allowing users to save summarized versions as templates. See for Quick Reports more information.

• A new Status Change report finds policies with any policy date field that falls in the specified range, making it easier to run reports for new business or changes. See for Quick Reports more information.

Invoicing

Print invoice with applied credits

• When printing an invoice, there are now options to print the original invoice, or print with currently applied credits. A log will automatically be created upon printing. See Invoicing Overview for more information.

Data Export

Manage, save, and import data exports to other systems

• In Agency Setup under Settings > Data Export, the data export workflow has been enhanced to make it easier to manage data exports. See Exporting Agency Data for more information.

• Agency Data and Tasks now export to a combined SQLite file to make it easier to import into another management system.

Run a single data export for all selected items

• Administrators can now run a single data export for multiple items at once.

• Text messaging data remains as a CSV export.

• Attachments remain as their original file formats, packaged together as .zip files.

Tasks

Agency Tasks

• Agency Tasks now remembers your last used "Group By" and column sorting selections. See Managing Group By for more information.

Tasks Workflow Video

• Our new informational video provides examples of how to use tasks and log notes together in different agency workflows. Watch the video here.

Other Enhancements

Type in date picker

• Tasks, Quick Reports, and other areas now allow typing in the date field in addition to the date picker calendar, similar to client edit fields. If no year is entered, the date will default to the current year. This makes it faster for users to enter dates via keyboard.

Unmasked data in Quick Reports

• Columns for unmasked Social Security Number and Driver's License Number may now be added to Quick Reports by administrators and users with permissions. See Customize, Summarize, and Filter Report Data for more information.

Reports

• Activity Reports

  On Activity Reports, columns can now be added for Agent 1/2/3, CSR, and Producer. This gives agency managers more options for filtering and summarizing the report by role, and provides more insight into user workload. See Customize, Summarize, and Filter Report Data for more information.

• Trust Accounting Reports

  Trust Accounting Reports now include a Non-Fiduciary column, allowing the user to easily see money that may be income. See Run the Trust Accounting Report for more information.

Task Counts on Start Page

• The Tasks widget on the start page now has a button to refresh the task counts on demand, and displays when task counts were last synced.

Other Enhancements

• Multiple bug fixes and minor enhancements to trust accounting, agency setup, client view, reports, tasks, and more.

Merge Clients

Users may now select Merge Client from the Action menu to move all client data, policies, and attachments to the selected client, enabling users to quickly combine client and policy information onto a single client. See Merging Clients for more information.

• The original client is archived and a log is created on the updated client with a summary of all items that were moved.

• Additional data is now merged, including contacts, personal profiles, COIs, accounting and commission data, and more.

Batch Logs and Tasks

Users may now add log notes, as well as tasks and client tags, to multiple clients/policies in a Quick Report at once from the Batch Actions menu option, providing significant time savings compared to adding these to individual clients/policies. See Creating a Batch Log Note for more information.

• To start a batch log, select the desired rows (or all rows) of a Quick Report and select Batch Actions > Batch Log in the options menu.

• From here you can add the log (as well as any desired tasks, activity tags, or client tags) that you wish to be created on each selected client/policy.

• To see previous batch logs that have been performed, go to the Batch Log Report in the options menu of the Quick Reports dashboard.

Data Replace Enhancements

• Selecting a carrier is no longer required to replace Policy Title and Policy Form, allowing users to replace data across multiple carriers at once. The drop-downs for these fields now display all possible values across carriers. See Data Replace for more information.

Domain Access Managements

• The new Domain Access Management area under Agency Setup > Settings allows admins to limit all or selected users to log into the HawkSoft desktop application from desired domains only. See Access Management for more information.

Commissions

• Agent Paid Statement PDFs

  In Commission Processing under Agent Paid Statements, a new Print Statement option allows managers to download statements for agents in a printable PDF format, in addition to CSV format. See Agent Paid Statements for more information.

• Reference numbers

  Commission statements now display unique identifier numbers, so that users can easily reference a specific statement.

HawkLink

A number of enhancements have been made to HawkLink to improve ease of use. See the HawkLink Overview for more information.

• Website button

  The Website button in the toolbar will now be displayed as HawkLink in scenarios where HawkLink would be launched by clicking the button, if the user has their Website preferences set to HawkLink for Google Chrome (under User Preference > General Preferences). There are no changes to the functionality of the button.

• Disable HawkLink on a page

  The HawkLink mapping tool may now be closed/disabled on a specific browser tab if desired, in addition to minimizing the tool.

• Pause/Play buttons

  New buttons in the mapping tool allow users to pause HawkLink from mapping data to a page until desired.

• Mapping enhancements

  Enhancements have been made to allow HawkLink to map data to additional types of websites and fields.

Other enhancements

• Consolidated name fields in search

  In Client Search, there is now only one field for First Name, Last Name, and Business Name, making it faster to perform a search across all name fields. See Client Search for more information.

• Attachment icons

  Attachments now display icons next to them in the attachments list and on logs and tasks, making it easier to see what type of attachment they are at a glance (email, PDF, spreadsheet, etc). See theThe Attachments List for more information.

• Log row numbers

  In the log note options menu, users may now enable row numbers in the log list if desired. Row numbers are intended for temporary reference only, as the number on a log can change if logs are copied, moved, etc.

• New trust accounting eLearning course

  A new interactive eLearning course is available specifically for trust accounting workflows in HawkSoft 6. This course is designed to help agencies moving from prior versions of HawkSoft to HawkSoft 6, and will highlight the new features in Trust Accounting. See the Trust Accounting eLearning course for more information.

Commission Reports

• Additional address columns on commission reports

  Additional address fields may now be added as columns on all commission reports, including policy state and client address fields such as mailing state, mailing address, physical address, physical state, and physical zip code. This makes it easier to report on commissions per state or region. See Commission Reports for more information.

Other enhancements

• Additional bug fixes and minor enhancements to Accounting, Agency Setup, Commissions, Reporting, Tasks, and more.

Trust Accounting

• Printed comments

  Users may now configure a list of predefined comments in trust accounting settings that can be selected when printing invoices and credit memos, and set a default comment. See Trust Accounting Agency Settings for more information.

• Agency logo on PDFs

  Accounting PDFs for invoices, credit memos, receipts, and client statements will now include the agency logo configured under General Configuration. See Custom Agency Logo for more information.

Other Enhancements

• Quick Reports

  The Cross Sell Report now allows users to select up to 4 LOBs in both the "Has LOB" and "Missing LOB" fields, making it faster to run cross-sell reports on multiple LOBs.

• Zoom defaults

  In the View menu from the main HawkSoft menu bar, users may now adjust their default zoom settings for the client view and start page, allowing users to enlarge the view if needed. These settings currently do not apply to other windows, edit screens, or menus.

• Attachments

  When dragging and dropping an attachment in the client view, users can now begin typing in the attachment fields immediately, without needing to click the attachment dialog first.

Agency Tasks

• New Agency Tasks view

  The Agency Tasks area has a new look and feel to give managers a quick view of the agency's overall task numbers by category, rather than displaying the full list of tasks for all users.

  The default view now shows a summary of task counts per user in each status, with the total for the agency in the top row. Click any task count to view the list of individual tasks and filter further. Users can also view task counts grouped by category, priority, or carrier.

  See Managing Tasks for the Agency for more information.

Task Categories

• Task categories for batch email & letters

  When creating tasks from a batch email or letter, users may now select the appropriate task category for the task.

IVANS Downloads

• Specify hours for Ivans download processing

  In Download Configuration, there is a new option to limit Ivans downloads to be retrieved only during desired hours of the day (third-party downloads will need to be configured separately). This setting may be helpful for agencies who prefer to complete download activities during certain hours. See Global Settings for more information.

Quick Reports

• Create batch letters from Quick Reports

  In the Options menu of a Quick Report, users may now select Batch Actions > Batch Letter to create printable letters for multiple clients/policies at once. Users will select the desired form letter correspondence template, and may choose to create a log or task for each letter.

Commissions

• Add commission transactions from the client view

  Users may now add commission transactions directly from the Commissions tab on the client/policy, making it faster to add a transaction when working on a client.

  The new statement can be saved or immediately reconciled and paid if desired. Only reconciled transactions are displayed on the client view. See Policy Commissions and Commission Overrides for more information.

• Full user list displayed for commission rules

  When assigning users to a commission rule under Commission Settings, users may now scroll through the full list of available users, in addition to searching for a user.

Trust Accounting

• Trust accounting reports - summarize by line item or pay method

  In trust accounting reports, users now have options to summarize the report by line item name or pay method. This provides more robust and flexible options for viewing line items or receipts by category.

  Users can sort these summaries by column, drill into a category to see individual line items, or summarize further. See Run the Trust Accounting Report for more information.

Search

• Previous and Next buttons for search results

  When viewing search results, users may now select a result and use the Previous and Next buttons in the top left corner to navigate through the other clients or policies in the results list. This makes it easier to look through multiple clients/policies to find the correct one. See Client Search for more information.

Commission Statements

• Commission statements in the Reconcile Statements, Previous Statements, and Archived Statements lists may now be sorted by column, by clicking on the desired column header. This gives users more control when viewing or searching for statements. See Creating and Managing Commission Statements for more information.

Other Enhancements

• Multiple bug fixes and minor enhancements to accounting, commissions, client view, downloads, reporting, tasks, and more.

The Help Portal

• The Help Portal ( Help Menu > Help) now requires users to log in to view resources. Your login for the Help Portal is the same username (initials@agencyID) and password as used for reporting and other browser accessible features. See Logging In and Out of HawkSoft for more information.

Right-Click Menus

• Users may now use the right-click menu inside data fields in tasks, logs, attachments, forms, and more to select Copy/Paste/Cut options, in addition to using keyboard shortcuts to copy/paste.

Trust Accounting

• Create commission statements for agency bills

  After paying items in the Company Payables report in trust accounting, users may now create a commission statement from paid items with retained commission. These agency bill commission statements can then be reconciled. See Selecting Company Payables to Pay for more information.

• Additional client details on checks in QuickBooks

  Checks exported to QuickBooks now include additional info (client name, client ID, and policy number) to help users quickly see which client and policy each line item is associated with. See Printing a Check in QuickBooks for more information.

Other Enhancements

• View Home/Property underwriting details from Coverages tab

  On Home and Property policies, the Coverages tab now includes links to the underwriting details for each Location or Home/Building, making it faster to view these details without going to the Locations tab.

• Link multiple attachments to a log note at once

  Users may now select multiple attachments (Ctrl+click or Shift+click) before selecting "Link to Log" in the right-click menu, rather than linking only one attachment at a time. See Linking Attachments to a Log Note for more information.

Dragging and Dropping Attachments in HawkSoft

• Delete Source File on Attaching

  When dragging and dropping an attachment into HawkSoft, users may now select a new checkbox to delete the original source file from their computer after uploading it to HawkSoft, if desired. See Drag and Drop Documents for more information.

Download Task Rules

• Download Task Rules by Client Office

  Tasks rules for downloads may now be applied to specific client offices if desired, allowing agencies to create different task rules for downloads associated with selected offices. See Download Task Rules for more information.

New! Default Tasks

• Default Tasks for policy events

  A new Default Tasks tab has been added to the Settings screen in the Task Center. Agencies can now configure default task rules to automatically create tasks when triggered by a specific action performed on a policy. Agencies can enable default tasks to trigger when a policy is created, a change form is created, a claim is inserted, or the policy status is changed. Default Tasks help agencies enforce standard procedures and ensures more consistency with reminders to follow up on policies. See Tasks Settings for more information.

Tasks

• Enhanced configuration options for new tasks

  Several task configuration options are now available from the gear icon in the top right corner when creating a new task, including Filter Templates by Category, Remember Last Category, and Open More Options by Default. This allows each user to make the creation of new tasks faster and more efficient for their desired workflow. See Creating a Task for more information.

Trust Accounting

• Item and description lists

  In Trust Accounting, line item template and description lists are now alphabetized, making it easier to navigate to the desired item. See Trust Accounting Overview for more information.

• Report Summaries

  When summarizing columns in accounting reports, you will now see totals for currency columns. See Accounting Reporting and Processing for more information.

Commissions

• Manual statement creation

  When creating a commission statement manually, users can now enter a custom name instead of selecting a carrier, making the workflow more flexible and consistent with the Commission Importer Tool. See Creating and Managing Commission Statements for more information.

ACORD Forms

• Agency defined defaults for ACORD Forms

  Your agency can now create default values for desired ACORD Form fields, overriding data automatically flooded to those fields by HawkSoft. This allows your agency to default fixed values to fields as desired (such as adding the agency's email address instead of the user's email address) without needing to update them each time a form is created. See ACORD Form Defaults for more information.

Trust Accounting Reports

• Report enhancements

  Users can now add columns for "Created by User" and "Agent" to Trust Accounting reports. Users also now have the ability to group or summarize the report multiple times.

• Filter by date

  Enhancements have been made to the Company Payables and Agency Revenue reports in Trust Accounting, including adding the ability to filter by date.

Other Enhancements

• Task Center

  The Done side-tab in the Task Center now displays additional columns for Closed Date and Closed By. Columns in the Done tab can now be customized separately from the other Task Center tabs. See Managing My Tasks and Managing Agency Tasks for more information.

• Property Address

  For policies with a single location, the Property Address now displays on the Policy Information screen, making it faster to find a policy by address.

• Coverage columns on reports

  A new toggle in the top right corner of Agency Intelligence and Sales & Retention reports allows users to include common Home and Auto coverages as columns when drilling into a report if desired.

Attachments

• Drag and Drop Attachments

  Users may now drag and drop files from the Attachments list in HawkSoft to their email or another location on their computer, making it easier to manage attachments. See Drag and Drop Documents for more information.

Tasks

• Edit on Client

  In the Task Center, a new Edit on Client option opens the task from within the associated client, making it faster to make changes and add log notes directly from the task. See Managing My Tasks for more information.

• Share task link

  A new Share Task button in the top right corner of the task allows you to share a link to that task with another user, similar to sharing a link to a log note. See Managing My Tasks for more information.

Quick Reports

• Home/Auto - Common Coverages reports

  Quick Reports now include reports for common coverages for both Home and Auto. The Coverage Description report can be used to run a report for other specific coverages. See Quick Reports for more information.

• Recently Renewed or Expired Policies report

  This new Quick Report allows users to run a report of policies that were renewed in a past date range, with the ability to include expired and cancelled policies if desired. See Quick Reports for more information.

• More columns for Profile reports

  Over 20 additional data fields may now be added to the layout of Profile reports (like Birthday and Age Range reports), including Title, Premium, Policy Counts, and more.

• Summarize shared reports

  Users may now summarize a report that was shared to them or create a new report from selected rows, making it easier to interact with a subset of data from a shared report. See Customize, Summarize, and Filter Report Data for more information.

Trust Accounting

• Amount paid and remaining balance on receipts

  Printable receipts now include the amount paid as well as any remaining balance for the invoice, if not fully paid. The resulting log note also includes this data for invoices created during the receipt. For new invoices, the receipt now includes individual line item amounts. See Creating a Direct Bill Customer Receipt for more information.

• QuickBooks Desktop enhancements

  Numerous fixes related to QuickBooks Desktop have been released.

Log Notes

• Copy Log Notes

  When viewing a log note, users may now select Copy Log from the More Options menu to copy the log to an additional policy or client if needed, reducing the need to enter the log multiple times. See Copying a Log Note for more information.

Other Enhancements

• Minor bug fixes and enhancements

  Multiple bug fixes and minor enhancements to accounting, downloads, tasks, the client view, and more.

Agent-level Commission Features (Commission Rules & Agent Payout)

New Agent Commission features help agencies calculate and manage agent payouts from reconciled agency commission transactions, based on the agency’s custom commission rules. This allows agencies to manage the entire commission process within HawkSoft using intuitive, versatile, and robust workflows. See Commission Tracking Overview for more information.

At this time, HawkSoft 6 does not automatically create “estimated” commission transactions based on policy events like renewal, as in HawkSoft 5. This functionality will be added at a future date after Phase 3 of the release is complete. For the time being, transactions from any sources outside of downloads (such as PDF statements) must be imported via spreadsheet or entered manually.

You may be able to convert a PDF commission statement to a CSV file that you can import. See Managing and Reconciling PDF Commission Statements for more information.

Commission Rules

Administrators can now create rules for calculating commission payouts for agents from the new Commissions Settings tab. See Agent Commission Rules for more information.

• Rules can be applied to one or more users, Agent 1, 2, and 3 positions, carriers, LOBs, and application types.

• Administrators can choose the order in which commission rules are applied.

• Administrators can set the pay type (percentage of agency commission or commissionable premium, flat amount, etc), percentage/amount for, and applicable policy terms (New, Renew, Rewrite) for each rule.

• For commission splits, rules for Agents 2 and/or 3 can be set to receive a percentage of Agents 1 and/or 2 commission.

Agent Payout

Once agency commission received has been reconciled, administrators can use the new Agent Payout tab to calculate and review the payout for agents. See Agent Commission Payout for more information.

• After selecting the date range and carriers for the payout, an agent payout list will be created, calculated using the agency's commission rules.

• Administrators can select which transactions from the list to include in the payout, and can manually adjust payout amounts if needed. Once the payout is completed, the paid transactions will be removed from the payout list.

• In the Agent Paid Statements tab, administrators can export CSV files for each agent paid within a specified date range to share with the agent.

• New Agent Commission Paid Reports from the Reports tab can be run to display all commission transactions that have been reconciled and paid within a specified date range. These reports can be filtered or summarized by agent as desired.

Commissions tab on the client

Commission overrides can be created for specific policies if needed, and reconciled commission transactions and payouts for the policy can be viewed. See Policy Commissions and Commission Overrides for more information.

Other Enhancements

• Data Importer

  Enhancements have been made to the Data Importer workflow to make it easier to use, including the ability to un-assign values if needed and the ability to preview a client before starting the import. See Data Importer for more information.

• Trust Accounting Reports

  The Company Payables and Agency Revenue reports now allow summarizing, column totals, and export to CSV, similar to other Trust Accounting reports.

• Trust Accounting Item Numbers

  Under Trust Accounting > General Settings, users may now set accounting items (invoices, credit memos, checks, receipts) to start at any number if desired for cases such as moving from a previous system.

Trust Accounting

• Trust Accounting Reports

  The reports in Trust Accounting (Today, Yesterday, To Be Exported, Search) may now be summarized or sorted by columns, allowing users to filter to desired results more quickly. See Running the Trust Accounting Report for more information.

Other Enhancements

• Minor bug fixes and enhancements

  Multiple bug fixes and minor enhancements to accounting, tasks, logs, reporting, client view, and more.

Trust Accounting

• Trust Accounting Reports

  The reports in Trust Accounting (Today, Yesterday, To Be Exported, and Search) can now be exported to CSV, similar to Quick Reports. See Running the Trust Accounting Report for more information.

Other Enhancements

• Minor bug fixes and enhancements

  Multiple bug fixes and minor enhancements to trust accounting, agency setup, attachments, client view, and more.

Tasks

• Filter task templates by category

  Users may now toggle this option on or off for new tasks. If unchecked, users can select any template without first selecting a category, making task creation faster for those using multiple categories. See Creating and Working with Tasks for more information.

• Customize columns

  The columns in the Task Center can now be customized, allowing users to add, remove, or rearrange columns to display their tasks in the way that's most useful to them. See Managing my Tasks or Managing Agency Tasks for more information.

Other Enhancements

• Edit multiple attachments

  In the Attachments tab, users may now select multiple attachments and use the right-click menu to edit the properties for all selected attachments at once. This makes it faster to edit multiple attachments. See Attachment Properties for more information.

• Printing Quick Reports

  Printing has been enhanced to improve the report formatting. Printing includes the first 9 columns of the report, and respects applied sorting options. See Saving and Sharing Report Data for more information.

Tasks

• Setting to require logs on task activity

  Under Agency Setup > Settings, a new setting allows the agency to require the "Save & Log" option when a client task is created or updated, ensuring that task activity is always logged on the client. See Task Settings for more information.

• Edit tasks during log creation

  While creating a log note, users can now make changes to any associated tasks before saving the log note, making it faster to immediately edit the task if needed. See Creating and Working with Tasks for more information.

Other Enhancements

• Shortcuts

  New keyboard shortcuts have been added for creating a new task (ALT+S) or client tag (ALT+T) when viewing, creating, or appending a log note. See Keyboard Shortcuts for more information.

• Attachment Sorting

  When sorting by the column headers in the Attachments tab on a client, the applied sorting options will now be remembered the next time the list is opened. See The Attachments Listfor more information.

Blank ACORD Forms

Users can now select "Blank ACORD Forms" under the Activities menu to create a blank form without opening a client. The form can be filled out, printed, and saved to your computer. See Creating and Modifying an ACORD Form for more information.

Data Replace Fields

The following fields are now available for Data Replace from reports: Client Type, Customer Type, Policy Title, Agent Code, and Policy Form. This allows users to update these fields on multiple clients or policies at once. See Data Replace for more information.

Log Date Options

The Filter button in the top-right corner of the log list on a client or policy has been renamed to Options and now includes a setting to display the date on every log if desired, rather than on only one log per day. This makes it easier to see a log's date when there are many logs on a single day. See Searching and Viewing Log Notes for more information.

Right-Click Action Menu

Users can now right-click within the client view (on any area that does not already have a right-click menu) to launch the Action Menu, making it faster to start an action. See Action Menu for more information.

Keyboard Shortcuts for your Calendar

Keyboard shortcuts can now be used on date picker calendars on the client view, making it faster to select a date without clicking. The arrow keys, +/- keys, and Page Up/Down keys can be used to navigate within the calendar.

Tasks

• The task detail panel when viewing a task now shows more information at a glance, including the content of the task's associated log note if applicable, so that fewer clicks are needed. See Managing My Tasks for more information.

• Users must now have the "Allow Task Management" permission enabled in order to remove tasks for themselves or other users, even if they have access to Agency Tasks, ensuring that only the desired users can remove tasks. See User Permissions and Managing My Tasks for more information.

Other Enhancements

• Users may now sort data by the column headers on many of the Client and Policy tabs in the client view, making it easier to view the items by category. See Tour of the Client and Policy View for more information.

• The client tag view has been updated to display longer tag titles. Additionally, clicking on a client tag now launches the associated log note, making it faster to view more context for tags. The tag list can be launched by clicking the Client Tags header. See Client Tags for more information.

• The maximum attachment size has been increased to 100 MB, allowing for larger files from carriers.

Quick Reports

• Report templates may now be shared with other users at the agency, allowing easy creation of customized report templates for multiple users to run on a recurring basis. See 1-Click Reports for more information.

• When adjusting the layout of a report (column order and columns displayed), users may now choose to save that layout so it can be applied to other reports of that type if desired. See the Report Layouts video for more information.

• A new "Archive Clients" option in the Data Replace workflow allows users with the relevant permissions to archive clients in bulk from a Quick Report if needed. See Data Replace and Archiving/Unarchiving a Client for more information.

Other enhancements

• The text editor for Agency Announcements on the Start Page now allows additional formatting options including tables, font size/color, hyperlinks, and more.

• Users may now reorder contacts when creating/editing a client by using the up/down arrows or dragging contacts. Contacts will be displayed in this order in the client view. See Name and Address Information for more information.

• When using the Virtual Printer during the creation of a log note or action menu process, the created attachment will now automatically be added to the in-process log note. You can also now start an action from within the Virtual Printer. See The HawkSoft Virtual Printer for more information.

• In Agency Setup, administrators may now control the default masking behavior for Personal Identifiable Information (PII) at the agency level. Users may still manually mask/unmask data on individual screens.

Quick Reports

• Users can now select a custom number of days before/after today in the preset report filters, providing more flexibility in report templates. See the Quick Reports video for more information.

• Users can now filter personal profile reports to display only active clients, eliminating irrelevant clients from the results.

• Enhancements have been made to policy count columns, including adding a new column for prospect policy count.

Other enhancements

• Attachments are now displayed in a single tab with filter buttons for downloads and other attachments, making it easier to view all attachments together if desired. See The Attachments List for more information.

• In the log list, log notes that have an associated open task will display a clock icon in the far left column, making it quick to see which logs have associated tasks at a glance. See Searching and Viewing Log Notes for more information.

• From the Add Carrier button, users now have the option to start from a copy of an existing carrier/prospect, in addition to copying a carrier directly from the carrier list. This makes it easy to start from an existing carrier in any workflow. See Adding a Carrier for more information.

Agency Tasks

The list of tasks is now grouped by assignee by default, allowing managers to easily view tasks by user. If the user selects another Group By or filter option, it will be remembered the next time Agency Tasks is opened. Learn more

Reports

Agency Intelligence and Sales & Retention reports will now remember the last used KPI and group by/date information, eliminating the need to reconfigure the report when refreshing or returning. Agency Reports Overview

Agency-level commission features are now available!

• View, import, create/edit, & reconcile commission statements using streamlined workflows.

• Run new Agency Commission Paid reports and filter by date, carrier, agent, etc.

• Watch our video and learn more about these features!

• Coming next: agent-level commission features (agent splits & payouts). Learn more

Other enhancements

• Unmatched downloads: A new Recently Matched area displays a list of clients/policies that were matched in the last 24 hours, allowing users to easily open and edit policies that were created during the matching process. Learn more

• Default activity tags: A default set of activity tags will now be included in the list of activity tags if none have been configured, providing easy access to common tags. Learn more