HawkSoft & Nationwide Partnership > Download Files
HawkSoft can import Nationwide download files.
Going independent doesn't mean you have to lose important AGCM client activity notes and client information. HawkSoft can preserve your client data by importing eDocs and CSV files into its management system.
* Files are delivered to agents free of charge by Nationwide. Information shown was gathered from reliable sources at Nationwide but may be subject to change. HawkSoft cannot guarantee its accuracy. Contact your Nationwide Manager for more details.
Today, you can request from your Nationwide Sales Manager, free of charge, a CSV file containing client details such as email addresses, phone numbers, DOB, SSN, etc. Requests should be delivered beginning in July.
Old Contact Notes (called Log Notes in HawkSoft)
In December 2020 all Nationwide agencies will receive, free of charge, a backup CSV file containing old contact notes (from AGCM) for all policies (prospects, active, and inactive).
If you need to receive prior to December your copy of old contact notes, an agent may request the following from their Nationwide Sales Manager beginning June 1, 2020.
eDocs for active policiesAgents may request the download of contact notes (from AGCM) for all active policies. The data will be in the form of policy specific eDocs, downloaded via IVANS, and will become available to you beginning in July. HawkSoft's system can match these eDocs with existing policies and automatically attach them.
CSV for prospect, active, and inactive policies
Agents may request an early delivery of CSV files containing contact notes (from AGCM) for all policies (prospects, active, and inactive) before December. These files will be delivered directly to HawkSoft (not the agent) via an established SFTP portal, beginning in July. These requests may be fulfilled based on Nationwide's discretion and capacity.
Importing CSV files into HawkSoft
HawkSoft can take your CSV files and import the data into our database for a flat fee of $250 per file, assuming no additional changes are requested by the agency.