HawkSoft Integration is even better 🦅

HawkSoft users rejoice! You've asked for a deeper integration with our AMS partners and we’ve listened. You can now push client, coverages, home info, multiple vehicles, and multiple drivers over to HawkSoft using the new document download!

Check out the help article HawkSoft Integration for more information and a full list of integrated items

If you’re currently using the older integration method and have trouble switching over, please let us know via chat and we’re happy to help.

Bug Fixes & Minor Improvements 🐞

• Sync from EZLynx not working

• Send to PL Rating Sub-question does not appear from QuoteForms Submission

• AZ Customers not regularly appearing in the Applicant Search bar.

• Logo Error when duplicating/editing a Quoteform

• Introduce On/Off for Have us call you option on QuoteForm creation

• Simplify sending to AgencyZoom

Big Features Coming Soon 👀

Make sure you vote on your favorites and reach out if you have any interest in exclusive early access to:

RiskProfile Customization v1

InsuredMine Integration

Canopy Connect Integration

Suggest or vote for future features here: RiskAdvisor Feedback

If you have questions for us please chat with our support team or visit 📖 Help