HawkSoft | A Leader in Management Systems for Independent Insurance Agencies | Paul Hawkins

With HawkSoft integration, LeO users can run data analytics on their Book of Business to pinpoint key trends and illuminate insights that might have escaped the naked eye. LeO can also be leveraged as a search engine to identify businesses in an area that fit a risk profile that an agency is hoping to market towards.

“The HawkSoftLeO partnership will provide HawkSoft customers with unprecedented access to prospect data, enabling them to win business faster. LeO’s groundbreaking capability to match an agency’s Book of Business with prospects set a new industry standard,” said Scott Angell, Senior Vice-president at LeO. Scott continued, “We are thrilled to join forces with the HawkSoft team and bring value to their dedicated customer base.”

“We appear to be on the cusp of breakthrough AI innovation in the insurance world,” observes Rushang Shah, CMO of HawkSoft. “HawkSoft advocates for innovations that enhance and enable deeper personal relationships between people, not those that aim to replace personal relationships. LeO is skipping past the hype stage to immediately tackle AI-assisted workflows that help producers improve the quality, quantity, and pace of building relationships with prospects.”

API integration between LeO and HawkSoft is available today to all mutual customers. Agencies that use LeO to power their prospecting and HawkSoft to manage their agency data can enable the integration in HawkSoft’s Marketplace.

Today, HawkSoft and ClaimSetter are announcing a new collaboration to help independent insurance agencies regain control of their insured’s experience during the claims process. ClaimSetter is the newest addition to HawkSoft’s Solution Partner program – an initiative focused on curating services that bring meaningful improvements to the day-to-day of running an independent insurance agency.

ClaimSetter gives independent agents control of their customers’ claim experience. ClaimSetter is the only claims concierge for independent agents that turns claims into a profit center. ClaimSetter engages with contractors, material providers, and carriers’ adjusters to expedite a smooth property claim experience from the first notice of loss through complete recovery.

“We are thrilled to integrate with HawkSoft to provide transparency and newfound control to independent agents over the property claim process,” said Elnor Rozenrot, CEO and Founder of ClaimSetter.

“Property damage claims offer one of the best opportunities for agents to prove their commitment to serve clients,” says Rushang Shah, CMO of HawkSoft. “We encourage agents to be hands on during this difficult time for clients. ClaimSetter helps agents do this head-on, and that made them immediately stand out as a worthy addition to our Solution Partner program.”

This marks the start of a relationship in which both companies express hope for growth. ClaimSetter is actively evaluating HawkSoft’s Partner API for future integration.

HawkSoft and ePayPolicy are announcing the release of two-way API integration to automate digital payments in the insurance space. Mutual customers that use the HawkSoft Insurance Platform to manage their agencies and ePayPolicy to facilitate digital payments from insureds can now integrate the two powerful systems.

With the new integration, agency staff will now be able to automate and sync many administrative and accounting tasks that were previously done manually, streamlining agency billed accounting and operations processes and eliminating duplicate data entry. Plus, with Finance Connect also coming to the HawkSoft integration soon, users can now offer premium financing options with their current premium financing partners right at checkout without any back and forth! ePayPolicy integration fits seamlessly into the regular accounting workflows performed in HawkSoft.

“Consumer demand for easy, paperless payments has been growing for decades, and our industry is now catching up to what’s been standard practice in most other industries,” said Mark Engels, ePayPolicy CEO. “In the same way that modern systems like HawkSoft just ‘make sense,’ we believe integrated digital payments also make sense, because it makes life easier for everyone involved, not just the insured.”

“This one is a long time coming,” said Rushang Shah, HawkSoft CMO, “and we’re excited that ePayPolicy is the first to grab hold of our new Invoice and Receipt APIs. They have been a huge supporter of our HawkSoft community for years. That same commitment comes through in the quality of this integration as it is going to help a lot of bookkeepers and agencies.”

This integration helps serve ePayPolicy’s goal to allow agencies to speed up receivables and bind business faster while providing a more secure and delightful customer experience for agencies and their insureds through the agency billed process. Integration between HawkSoft and ePayPolicy is available today for mutual customers using HawkSoft’s latest Cloud-based platform (HawkSoft 6).

Canopy Connect, a leading insurance data intake platform, and HawkSoft, a leading management system for independent insurance agencies, announced a new integration today. It enables insurance agents to collect verified insurance data through Canopy Connect and import it into HawkSoft to eliminate data entry.

For insurance agents, knowing a prospective client’s current insurance information allows them to properly advise them of risks and potential coverage gaps that they may not be aware of. The traditional challenge has been in acquiring accurate information—which entails long forms and even longer phone calls to get information only as good as the client can remember. Searching for documents like a declaration page can be equally frustrating.

With this new integration, HawkSoft agencies can use Canopy Connect to have their clients securely share their insurance information. Clients sign in with their current carrier credentials through a secure link. Canopy Connect’s data intake platform will retrieve policy information, drivers, claims, and more and easily export that data for use in HawkSoft.

“Getting accurate insurance information is a challenge that Canopy Connect has been solving for years,” said Rushang Shah, CMO at HawkSoft. “Getting that data into the system an agent lives in during their business day, without data entry, is what this new integration between Canopy Connect and HawkSoft accomplishes.”

Canopy Connect joined HawkSoft’s Solution Partner program in 2023, and with the rollout of HawkSoft 6, it is the perfect time to introduce this new integration.

“We became partners with HawkSoft with the common goal of helping agencies grow and removing friction from the agent and client experiences,” said Tolga Tezel, founder and CEO at Canopy Connect. “We’re thrilled to be able to deliver this rich data to HawkSoft agencies without requiring any data entry.”

Agencies that use HawkSoft as their management system can receive 10% off of Canopy Connect for the first year of service.