# AI Automation for HawkSoft

> 14 workflow automations purpose-built on top of HawkSoft — no data leaves your system, no parallel tool for your team to learn.

- **Canonical URL:** https://calish.com/workflows/tool/hawksoft/
- **Automation count:** 14
- **Roles:** Insurance Agency Manager, Insurance Broker

## Automations

- [Loan File Assembly for Insurance Brokers](https://calish.com/workflows/with/loan-file-assembly-for-insurance-broker-with-hawksoft/) — AI ingests each document into Applied Epic, classifies it, checks for completeness and consistency, chases missing items, and builds the und
- [Conditional Approval Response for Insurance Brokers](https://calish.com/workflows/with/conditional-approval-response-for-insurance-broker-with-hawksoft/) — AI reads the conditions, identifies what each condition needs, pulls it from Applied Epic or chases the borrower, and re-submits the conditi
- [Policy Renewal Outreach for Insurance Brokers](https://calish.com/workflows/with/policy-renewal-outreach-for-insurance-broker-with-hawksoft/) — AI tracks every renewal date in Applied Epic, remarkets at 90 days, drafts the client renewal package with options, and books the review cal
- [Commercial Quote Preparation for Insurance Brokers](https://calish.com/workflows/with/commercial-quote-preparation-for-insurance-broker-with-hawksoft/) — AI builds the submission from the broker's intake, routes to carrier APIs via Applied Epic, and assembles the quote comparison — submission-
- [Closing & Title Package Prep for Insurance Brokers](https://calish.com/workflows/with/closing-and-title-package-prep-for-insurance-broker-with-hawksoft/) — AI assembles the closing package in Applied Epic, validates each doc, chases stale items, and prepares the settlement statement — closings h
- [KYC/AML Review for Insurance Brokers](https://calish.com/workflows/with/kyc-aml-review-for-insurance-broker-with-hawksoft/) — AI runs sanctions, PEP, and adverse-media checks nightly, scores each client, and queues anything above threshold for analyst review — BSA r
- [Deal Sourcing & Screening for Insurance Brokers](https://calish.com/workflows/with/deal-sourcing-and-screening-for-insurance-broker-with-hawksoft/) — AI pre-screens deals against the fund's thesis in Applied Epic, drafts a one-page summary per target, and pushes the top 10 to partner revie
- [Conditional Approval Response for Insurance Agency Managers](https://calish.com/workflows/with/conditional-approval-response-for-insurance-agency-manager-with-hawksoft/) — AI reads the conditions, identifies what each condition needs, pulls it from AMS360 or chases the borrower, and re-submits the condition cle
- [Policy Renewal Outreach for Insurance Agency Managers](https://calish.com/workflows/with/policy-renewal-outreach-for-insurance-agency-manager-with-hawksoft/) — AI tracks every renewal date in AMS360, remarkets at 90 days, drafts the client renewal package with options, and books the review call — re
- [Commercial Quote Preparation for Insurance Agency Managers](https://calish.com/workflows/with/commercial-quote-preparation-for-insurance-agency-manager-with-hawksoft/) — AI builds the submission from the broker's intake, routes to carrier APIs via AMS360, and assembles the quote comparison — submission-to-pro
- [Closing & Title Package Prep for Insurance Agency Managers](https://calish.com/workflows/with/closing-and-title-package-prep-for-insurance-agency-manager-with-hawksoft/) — AI assembles the closing package in AMS360, validates each doc, chases stale items, and prepares the settlement statement — closings hit the
- [KYC/AML Review for Insurance Agency Managers](https://calish.com/workflows/with/kyc-aml-review-for-insurance-agency-manager-with-hawksoft/) — AI runs sanctions, PEP, and adverse-media checks nightly, scores each client, and queues anything above threshold for analyst review — BSA r
- [Deal Sourcing & Screening for Insurance Agency Managers](https://calish.com/workflows/with/deal-sourcing-and-screening-for-insurance-agency-manager-with-hawksoft/) — AI pre-screens deals against the fund's thesis in AMS360, drafts a one-page summary per target, and pushes the top 10 to partner review — as
- [LP & Investor Reporting for Insurance Agency Managers](https://calish.com/workflows/with/lp-and-investor-reporting-for-insurance-agency-manager-with-hawksoft/) — AI builds the LP report from live fund data, drafts commentary per portfolio company, and publishes to the LP portal — reporting goes out on

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