Deal Sourcing & Screening for Insurance Brokers with HawkSoft
The Problem
Commercial P&C Insurance associates screen 200 deals to fund 2 — the screening work is where deals get missed and where junior time gets burned.
What We Build in 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 review — associate time goes to judgment, not triage. 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 commercial p&c insurance 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.