LP & Investor Reporting for Insurance Agency Managers with HawkSoft
The Problem
Quarterly LP reporting for Independent P&C Agency funds means rebuilding the same waterfall, commentary, and portfolio updates from AMS360 every quarter.
What We Build in 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 day 15, not day 45. 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.