Commercial Quote Preparation for Insurance Agency Managers with HawkSoft
The Problem
Quoting a new Independent P&C Agency account means pulling loss runs, building exposure schedules, and sending submissions to 6 carriers — and the carriers that respond fastest win.
What We Build in HawkSoft
AI builds the submission from the broker's intake, routes to carrier APIs via AMS360, and assembles the quote comparison — submission-to-proposal time drops from 5 days to same-day. Purpose-built for teams running HawkSoft — uses the native API or agent integration so nothing leaves the system of record.
HawkSoft Integration Approach
Audit your HawkSoft configuration
We map the specific HawkSoft objects, custom fields, and workflows the automation needs to touch for your independent p&c agency practice.
Build on the HawkSoft API or agent
Integration happens inside HawkSoft — no data leaves the system, no parallel tool for your team to learn, no license changes.
Human-in-the-loop handoff
Every automation routes exceptions back to a human in HawkSoft with enough context to act — AI handles the 80%, your team owns the judgment calls.
See this running in your HawkSoft instance
30-minute call. We'll look at your actual HawkSoft setup and show exactly how this workflow fits.