HawkSoft

Product: HawkSoft

Type: Broker Management System

Location: Canby, Oregon

HawkSoft

Pathway perfectly integrates with HawkSoft to help independent agents process renewals faster and with improved accuracy. Our intuitive software pulls essential policyholder data directly from HawkSoft to trigger automated renewal workflows in Pathway that streamline the tedious and highly manual process of preparing and distributing renewal emails.

Integration Features Include

  • Automated Daily Sync with HawkSoft
  • Automated Renewal Workflows (Home, Auto, Commercial, Custom)
  • Questionnaires
  • Attach Files
  • Unlimited Staff Accounts
  • Follow-up Notifications and Reminders for Staff

About the Partner

Since 1995, HawkSoft is a leader in management systems for agencies that want effective workflows and a delightful experience for staff and policyholders. The company takes pride in being independently owned and answerable to agencies that rely on HawkSoft to power their insurance business. Created by independent agents, HawkSoft continues to evolve as a cutting-edge system that powers thousands of agencies. Visit their website to learn more.

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