# HawkSoft follow-up and reporting that run without a reminder.

## 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.

*Close-up of a person analyzing financial documents using a calculator and pen*

Photo: [Bia Limova on Pexels](https://www.pexels.com/photo/financial-analysis-with-calculator-and-documents-33175651/)

- 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 automation](https://pushbuild.com/services/workflow-automation.html)

### Monthly 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](https://pushbuild.com/services/dashboards.html) [Excel and VBA tools](https://pushbuild.com/services/excel-vba-tools.html)

### Email 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 automation](https://pushbuild.com/services/workflow-automation.html)

### Marketplace tool setup

Help choosing and setting up the HawkSoft Marketplace integrations that fit the way your office works.

[API integrations and data sync](https://pushbuild.com/services/api-integrations.html)

### Producer pipeline view

Each producer's quotes and renewals on one page they can check without asking the office.

[Dashboards and reporting](https://pushbuild.com/services/dashboards.html)

### Spreadsheet repairs

The workbooks your team keeps next to HawkSoft checked, corrected and documented.

[Excel and VBA tools](https://pushbuild.com/services/excel-vba-tools.html)

**What we connect it to:** [Outlook](https://pushbuild.com/tools/outlook.html), [Gmail](https://pushbuild.com/tools/gmail.html), [Excel](https://pushbuild.com/tools/excel.html), [Google Sheets](https://pushbuild.com/tools/google-sheets.html), [Microsoft Teams](https://pushbuild.com/tools/microsoft-teams.html), [RingCentral](https://pushbuild.com/tools/ringcentral.html).

**Industries that use it:** [Insurance](https://pushbuild.com/for/insurance.html).

## 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, email

Example project

### One monthly report

Example: an agency owner receives the same monthly report by producer and carrier without building it.

HawkSoft exports, Excel

Example project

### Inbox sorted by client

Example: requests to the service inbox arrive tagged by client and type, ready to be worked in order.

Outlook, Teams

Not sure where to start? [Start with an Automation Audit](https://pushbuild.com/audit.html).

## 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.

## Related

[**AMS360**Renewal lists, producer reports and hand-offs around Vertafore AMS360, built on its reports or on Vertafore's API where your agency subscribes..](https://pushbuild.com/tools/ams360.html)[**Applied Epic**Connect Applied Epic to your CRM, forms, document tools and reports so clients, policies and renewals stop being retyped..](https://pushbuild.com/tools/applied-epic.html)[**AgencyZoom**Lead capture, quote follow-up, renewal reminders and reporting for AgencyZoom agencies, connected to your AMS, forms and phones..](https://pushbuild.com/tools/agencyzoom.html)[**Outlook**Automate Outlook email and calendar, file attachments, follow up on quotes and connect your inbox to your CRM and accounting tools..](https://pushbuild.com/tools/outlook.html)

## 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.

[hello@pushbuild.com](mailto:hello@pushbuild.com?subject=HawkSoft%20project)

[(617) 299-8887](tel:+16172998887)

**Pushbuild** · Automate your business with Pushbuild: [pushbuild.com/contact](https://pushbuild.com/contact)

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As of 2026-11-10. Source: https://pushbuild.com/tools/hawksoft.html