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Upgrade to HawkSoft Create Client API

Feature Request

Allow for RiskAdvisor to create a Prospect/Client and Policy Shell via the new HawkSoft API

Posted by David Watson ·
Status: 🚧 In Progress1 comment

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Comments1

  • David Watson

    Team•

    Jul 15

    Customer signal (Artemis Insurance, 2026-07-14 sync): wants to create basic client profiles from HawkSoft via the new Create Client API. RiskAdvisor POC is underway and working on the read/pull side to populate existing customers.