HawkSoft automation at a glance
| Does HawkSoft have an API? | HawkSoft has a partner API that it opens to vendors it certifies, and agencies add those integrations through the HawkSoft Marketplace. We tell you which route fits, and use HawkSoft's exports where a direct link is not available. |
|---|---|
| Connects with | Outlook, Gmail, Excel, Google Sheets, Microsoft Teams, RingCentral |
| Used by | Insurance |
| What we build | Renewal follow-up list; Monthly agency report; Email request sorting; Marketplace tool setup; Producer pipeline view |
Sound familiar?
What insurance agencies on HawkSoft tell us before a project starts.
- Renewal follow-up lives on a printout or a sticky note.
- Monthly agency numbers are built by hand from exports.
- Service requests are retyped from email into HawkSoft.
- We pay for tools that do not talk to HawkSoft.
- Producers cannot see their own pipeline without asking.
What we build
Each one is a working piece you can open and check when it's done.
Renewal follow-up list
Clients with renewals coming up listed each week with the last note, so the right person calls in time.
n8n, Make and Zapier automationMonthly agency report
New business, renewals and lost policies by producer and carrier, built from HawkSoft exports in the same layout every month.
Dashboards and reporting Excel and VBA toolsEmail request sorting
Change and certificate requests read from the shared inbox and sorted by client and urgency before anyone retypes them.
n8n, Make and Zapier automationMarketplace tool setup
Help choosing and setting up the HawkSoft Marketplace integrations that fit the way your office works.
API integrations and data syncProducer pipeline view
Each producer's quotes and renewals on one page they can check without asking the office.
Dashboards and reportingSpreadsheet repairs
The workbooks your team keeps next to HawkSoft checked, corrected and documented.
Excel and VBA toolsWhat we connect it to: Outlook, Gmail, Excel, Google Sheets, Microsoft Teams, RingCentral.
Industries that use it: Insurance.
Example projects
Illustrations of the shape of the work, not past clients. Yours gets its own written scope.
Example project
Renewal calls on time
Example: an office manager gets a Monday list of clients renewing in forty-five days with their last contact date.
HawkSoft export, Python, emailExample project
One monthly report
Example: an agency owner receives the same monthly report by producer and carrier without building it.
HawkSoft exports, ExcelExample project
Inbox sorted by client
Example: requests to the service inbox arrive tagged by client and type, ready to be worked in order.
Outlook, TeamsNot sure where to start? Start with an Automation Audit.
Questions people ask first
Does HawkSoft have an API?
HawkSoft has a partner API that it opens to vendors it certifies, and agencies add those integrations through the HawkSoft Marketplace. We tell you which route fits, and use HawkSoft's exports where a direct link is not available.
Do you change anything inside HawkSoft?
Not by default. We work from what your team can already export and ask before touching any setting.
Can you help us pick Marketplace integrations?
Yes. We compare what your office needs with what each integration does, then help set up the one you choose.
How do we start?
Tell us which follow-up or report slips most often. We reply with questions or a written scope.
Tell us what you need built.
Email a few lines about what you want and which tools you use, or call. We reply with questions or a written scope.
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