HawkSoft
Last sync: Today 9:14 AM
·
1,247 clients synced
·
6 pending pushes
Renewals due (60 days)
14
6 rate increases flagged
Lost business windows
8
31 prospects tracked total
XDate leads (KS + MO)
47
Ellis Co · 60–90 day range
Policy checks this week
3
2 discrepancies found
Renewal Pipeline — Next 60 Days
View all →
ClientCarrierX-DateCurrentChangeAction
Johnson, Mike
Homeowners
Travelers
Apr 02
$1,840
+20%
TIG Farms LLC
Commercial
Hartford
Apr 14
$4,200
+17%
Williams, Sarah
Homeowners
Nationwide
Apr 21
$1,320
+3%
Patel, Raj
Auto
State Auto
Apr 28
$1,140
+15%
Hansen, Todd
Homeowners
Travelers
May 05
$2,100
0%
Hot Lost Prospects
View all 31 →
Reed, James
Auto · Dec 2024
Progressive
HOT
Hays Auto Parts
Comm. · Sep 2024
Travelers
HOT
Clark Welding
BOP · Nov 2024
CNA
Watch
Claude Assistant
All Clients
Johnson, Mike
Williams, Sarah
TIG Farms LLC
Ortega, Carmen
Patel, Raj
Johnson, Mike
Client since 2019 · Policy #TRV-4482991
Contact Info
Address
1423 Vine St, Hays KS
Phone
(785) 555-0192
Email
Birthday
June 14 🎂 in 91 days
Policy Details
Policy Type
Homeowners HO-3
Carrier
Travelers
Current Premium
$1,840/yr
Renewal Premium
$2,210/yr (+20%)
Dwelling Cov.
$320,000
Deductible
$1,000
Property (ATTOM Auto-Fill)
Sq Footage
2,148 sf
Year Built
1994
Roof Age
8 years
Construction
Wood Frame
HawkSoft Activity
9:14 AM← PullPolicy record synced from HawkSoft
Mar 14→ PushRenewal notice logged to activity feed
Mar 12→ PushIntake submitted → applicant record created
Mar 10← PullContact info refreshed from HawkSoft
Line:
✓
Policy Type
2
Property Info
3
Coverage
4
Review & Quote
Property Information
Homeowners HO-3
💡 Enter the address above and click Look Up to auto-fill property data from ATTOM
Document Upload (AI Extraction)
📄
Drop dec page, driver's license, or prior policy
AI reads and auto-fills all matching fields
PDF
Prior_Travelers_Policy.pdf
✓ 12 fields extracted
Insured Info
Due in 60 days
14
Rate increases
6
Requotes recommended
5
Ready to deliver
3
Renewal Pipeline
ClientPolicy TypeCarrierRenewalCurrentChangeAction
Johnson, Mike
Homeowners
Travelers
Apr 02
$1,840
+20%
Ortega, Carmen
Auto
Progressive
Apr 09
$980
+3%
TIG Farms LLC
Commercial
Hartford
Apr 14
$4,200
+17%
Williams, Sarah
Homeowners
Nationwide
Apr 21
$1,320
+3%
Patel, Raj
Auto
State Auto
Apr 28
$1,140
+15%
Hansen, Todd
Homeowners
Travelers
May 05
$2,100
0%
Lost quotes tracked
31
Windows opening
8
Auto-requotes ready
5
Potential premium
$42k
Lost Business Tracker
ClientPolicyQuotedLost ReasonTheir CarrierTheir PremiumStatusAction
Reed, James
Auto
Auto
Dec 24
Price ($140)
Progressive
$1,050/yr
HOT NOW
Hays Auto Parts
Commercial
Comm.
Sep 24
Price
Travelers
$5,400/yr
HOT NOW
Clark Welding
BOP
BOP
Nov 24
Price
CNA
$3,100/yr
Watch
Martinez, Elena
Home
Home
Jan 25
Price
Farmers
$1,480/yr
Requote
Commercial Intake
ACORD Auto-Generated
☰ Drag to reorder · AUTO = required for this line · OPT = optional
Online quoting handled carrier-side · AgencyOS generates forms + proposals
Document Upload — AI Extraction
Claude AI
📄
Drop or click to upload
Prior policy dec · ACORD app · Loss runs · Driver schedules · Vehicle lists
PDF · DOCX · Image · Claude reads and auto-fills matching fields
PDF
Prior_Hartford_Policy_2025.pdf
✓ 14 fields extracted — Business name, FEIN, revenue, employees, address, prior carrier, effective date, limits
📋
ACORD package appears here
Fill in the intake form and click Generate ACORD Package
Or upload a prior policy above — AI fills the fields for you
Upload Issued Policy
🔍
Drop issued policy PDF here
AI compares against application, prior policy, and ACORD form
Documents On File
PDF
Signed_Application_Johnson.pdf
Mar 12, 2026
PDF
Prior_Travelers_Policy_2025.pdf
Feb 28, 2026
PDF
ACORD_125_Johnson_Filed.pdf
Mar 14, 2026
🛡️
Policy check results appear here
Upload the issued policy to begin AI comparison
Quick:
Oil & Gas
Trucking
Restaurant
Contractor
Garage
Farm
Habitational
Liquor
📡 Connected to InsuranceXDate · API Key: ixd_live_**** · KS + MO datasets active
Prospects in KS
2,847
Prospects in MO
1,203
Xdates next 90 days
312
Already our clients
48
Total Carriers
10
Appointed
Preferred
4
Primary markets
Personal Lines
6
Carriers
Commercial Lines
7
Carriers
HawkSoft Partner API v3.0
Agency ID: TIG-4821 · Last sync: Today 9:14 AM
● Connected
Clients synced
1,247
All in sync
Pending pushes
6
Awaiting send
Updated today
23
Policies + notes
Sync errors
0
All clean
Today's Sync Activity
← Pull from HawkSoft→ Push to HawkSoft
TimeClientWhat HappenedDirectionStatus
Pending Push Queue
What Syncs Automatically
↓New intakes → applicant record in HawkSoft
↓Call / text / email logs → activity feed
↓Renewal requote status → policy record
↓E&O flags → client file alert
↓Lost account win-back activity → prospect
↓XDate leads selected → new prospect record
↓Commercial submission → HawkSoft account
↑Policy records → renewal pipeline
↑Client contacts → outreach tools
↑Expiration dates → 60-day pipeline
Push to HawkSoft — What Gets Written Back
All pushes require confirmation before writing
Record TypeDirectionData WrittenTriggered ByModeAction
New Intake Submissions
Applicant record
→ Push
Name, address, DOB, policy type, effective date
Intake submit
Auto
Outreach Activity Logs
Activity note
→ Push
Call/text/email, timestamp, outcome, agent
Agent sends outreach
Auto
Renewal Requote Status
Policy record
→ Push
New carrier quoted, premium, decision, date
Requote complete
Auto
Commercial Submissions
Account + submission
→ Push
Business info, ACORD forms, carriers quoted
Comm. intake submit
Auto
E&O Discrepancy Flags
Client file alert
→ Push
Discrepancy type, severity, policy #, resolution
Policy check AI
Auto
XDate Leads
Prospect record
→ Push
Business, carrier, xdate, contact, industry, mod
Agent selects lead
Manual
Pull from HawkSoft — Import Latest Data
Policy Records
1,247
Updated 9:14 AM
Client Contacts
2,108
Updated 9:14 AM
Activity Notes
4,891
Updated 9:14 AM
Renewal Dates
89
Due next 90 days
Send Onboarding Link
New Hire Fills It Out
The new hire receives a secure link and completes the form themselves — personal info, banking, and e-signatures. You never handle their SSN or routing number directly.
You Set (Admin Pre-Fills)
Onboarding Status
NameRoleLink SentCompletedStatus
New Hire
—
Agent
—
Pending
Awaiting
New Hire Paperwork
Auto-Generated on Submit
W4
W-4 Federal Withholding
Pre-filled with employee info
I9
I-9 Employment Eligibility
Employee completes Section 1
DD
Direct Deposit Authorization
Pre-filled from banking info
OF
Offer Letter
Role, start date, commission structure
AP
Agency Policy Acknowledgment
E&O guidelines + code of conduct
NB
Non-Compete / Non-Solicit
Upload your template — pre-filled
What Happens on Submit
1.AgencyOS login created with correct role + permissions
2.Welcome email sent with login link and temp password
3.All paperwork generated as PDFs and emailed for e-signature
4.Commission split saved to payroll engine automatically
5.Employee record created — ready for Day 1
Current Staff
8 active · 1 pending
NameRoleStart DateStatus
Schumacher, Chandler
Admin
Aug 2024
Active
Hayden, J.
Agent
Jan 2023
Active
New Hire Pending
Agent
Apr 1, 2026
Pending
Month
March 2026
Processing complete
Total Commissions
$24,840
↑ $1,200 vs Feb
Carrier Files
6
All processed
Flagged Items
3
Need review
Upload Carrier Downloads
AI Reads Any Format
📊
Drop carrier commission file
CSV · XLS · PDF · Any carrier format
Claude AI maps columns automatically
Uploaded This Month
CSV
Travelers_March2026.csv
✓ 47 policies · $8,240 commission
XLS
Nationwide_Commission_Mar26.xlsx
✓ 31 policies · $6,150 commission
PDF
Hartford_March_Statement.pdf
⚠ 2 policies not matched in AgencyOS
CSV
Progressive_Comm_March.csv
✓ 28 policies · $4,820 commission
Flagged Items — Need Review
3 items
Hartford — 2 policies not in system
Policy #HF-8821 and #HF-8822 — not matched to any client in AgencyOS
Travelers — Commission rate mismatch
Johnson, Mike — carrier shows 12% but contract rate is 15%
All other 106 policies matched ✓
Agent Commission Statements — March 2026
AgentPoliciesNew BizRenewalsTotalAction
Schumacher, Chandler
Personal + Commercial
34
$4,200
$2,840
$7,040
Hayden, J.
Personal Lines
28
$2,800
$1,960
$4,760
All Other Agents
6 agents
44
$7,440
$5,600
$13,040
Agency Total
106
$14,440
$10,400
$24,840
Payroll Export — March 2026
Ready
ℹ Each agent's commission total exports as a payroll line item. Splits are pre-calculated — just approve and run payroll.
Open Claims
7
Needs follow-up
In Progress
4
Adjuster assigned
Closed This Month
12
Avg 18 days
Total Exposure
$184k
Open claims value
Open & Active Claims
Claim #ClientTypeFiledCarrierStatusAction
Select a claim
—
Click a claim to view details and follow-up history
Add Follow-Up Note