HawkSoft 6 Resource Hub > Agency Setup

Carrier Setup is an area of Agency Setup that has been changed significantly. See the Carrier Setup resource page for more details on this feature.

On this page:

 

 

Top takeaways of this feature

  • Reimagined Carrier Setup
    All LOBs, coverages, and limits/deductibles can be configured under a single carrier profile and configured for each relevant state (see the Carrier Setup resource page for more details).

  • Searchable office & user lists
    The user and office list are now searchable, for faster access to specific users and offices.

  • Easier permission management
    User permissions across offices are now easier to view and edit for agencies that have user permissions by office enabled.  

  • Enhanced Custom Client fields (previously Client Miscellaneous Info)
    Up to 30 fields are now available, with customizable headings and the ability to archive and unarchive fields without affecting reporting.

  • Client lock management
    Users with permission to the user list can now view which client files are locked for editing, and unlock files if needed.

 


Where to access Agency Setup in HawkSoft 6

Agency Setup replaces previous agency settings and user management features and makes them easier to manage in one place. Agency Setup can be accessed by going to Setup (Gear menu) > Agency Setup. 

This new area contains settings from these previous options under Setup (Gear menu):

  • General Configuration: available in Agency Setup > Settings

  • Agency Information: available in Agency Setup > Agency

  • User List: available in Agency Setup > Users

  • Client Miscellaneous Info: now Client Custom Fields, available in Agency Setup > Settings

  • Policy Company Setup: available in Agency Setup > Carriers

  • Customize Lists: available in Agency Setup > Settings

  • Download Configuration: now under Activities > Download Dashboard

  • Marketplace: available in the top right corner of Agency Setup

  • Seat Management (previously in Marketplace): now under Agency Setup > Seats


These items will also remain accessible from their previous locations in the Setup (Gear) Menu.

What elements of this feature will be accessible via web browser login?
All Agency Setup options are accessible via browser login.

 

 

What's changed in HawkSoft 6?

  1. Updated Agency & Offices settings
  2. Updated Users & Permissions management
  3. Reimagined Carrier Setup
  4. Other settings moved to Agency Setup


1. Updated Agency & Offices settings

Agencies can use single-office mode or enable multi-office mode to configure multiple offices.

  • The offices list is now searchable.
  • Each office now has its own license number.
  • Agency States is a new field that will be utilized by the updated Carrier Setup.

 

agency setup

 

 

2. Updated Users & Permissions management

  • Searchable user list
    The user list can now be searched by user initials, user name, or office.

  • Easier list management
    Larger user lists load faster, and there are now built-in filters for user status.

  • New My Account screen
    The user profile has been moved to a new My Account screen, accessible by clicking your user name in the menu bar. Users can change their office for the day in this area, rather than being a Roaming User.

  • New Admin user type
    There is now a new Admin user type that ensures all permissions stay accessible to that user. Admin users are set by HawkSoft Product Support and are the only users who can:

    • Download agency data exports

    • Make updates to the agency’s seats

    • Access the HawkSoft Marketplace (integrations)

  • User permissions by office

    • Users will automatically have their permissions applied to all offices the user is assigned to. Agencies can ask Product Support to enable user permissions by offices if needed, which will allow users to have different permissions in each office.

    • The User Permissions list now displays columns for permissions in each office (for agencies that enable permissions by office). Specific offices can be filtered and selected.

 

3. Reimagined Carrier Setup

Carrier profiles no longer need to be duplicated for each state or LOB. All LOBs, coverages, and limits/deductibles can be configured under a single carrier profile and configured for each relevant state. Please see our Carrier Setup resource page for more information about the reimagined Carrier Setup.

4. Other settings moved to Agency Setup

  • General configuration & print settings
    Settings for PDF security, contact info alerts, Office Name & Address print settings for multiple offices.

  • Enhanced client custom fields (previously Client Miscellaneous Info)
    Up to 30 fields are now available, with customizable headings and the ability to archive and unarchive fields without affecting reporting.

  • Customize Lists
    Customization for Action Menu, attachment categories and descriptions, client tags, activity tags (replacing previous Communications and Tfile customized list), and log templates.

  • API Keys & Data Export
    Admin users can access options for API keys (for agency data access, not partner integration) and export different types of agency data if needed.

  • Seat Management
    Admin users can now immediately configure users and permissions when adding seats, as well as see or kick out logged-in users.

  • Marketplace
    Admin users can access the updated HawkSoft Marketplace to manage integrations and add-ons for their agency.

  • New: Client Locks
    Users with permission to the user list can now view which client files are locked for editing, and unlock files if needed.

 


What capabilities are no longer available in HawkSoft 6?

  • Some settings in the previous Multi-Office options in Setup > Agency Information > Multi Office Settings have been removed, due to usage being extremely low.

  • User permissions by office are now enabled with the assistance of the HawkSoft Support team, and can then be configured by the agency in HawkSoft.

  • Some settings in the previous General Configuration > General Settings have not yet been moved over to Agency Setup, but remain available in the previous location. These items may be added to Agency Setup at a later point, depending on user feedback.

  • File groupings to allow correspondence templates and other settings to be specific per-office are not currently available, but will be added later.

  • The Subscription option has been removed from the Setup menu because updating date codes is no longer necessary for subscription management in HawkSoft 6.

  • The Direct Company Integration option has been removed from the setup menu as these integrations were seldom used. The integration for NY ID cards deprecated will be available by Phase 2 of the HawkSoft 6 release.

 


How should agencies prepare for this update?

 

What items will be migrated to HawkSoft 6 automatically (no action needed from agency)?

All the agency's existing settings (including seats, permissions, users, carriers, etc) will be migrated to HawkSoft 6. Settings that are new in HawkSoft 6 will need to be configured upon migration to HawkSoft 6, and some existing settings may need to be reviewed or reconfigured.

 

What items will need to be reviewed or reconfigured by the agency after the migration to HawkSoft 6?

  • Agencies will need to update and remove duplicate carriers, as previously multiple carriers were created by state, etc (see Carrier Setup resource page for more details). The migration team will assist agencies in merging carriers and removing duplicates as needed.
  • Agencies will need to set up the items from their previous Communications/Tfile customized lists as Activity Tags (see Log Notes & Activity Tags resource page for more details.
  • Agencies will need to configure their rater bridge settings and computer-specific settings again if they are installing HawkSoft 6 on a new computer (including workstations that previously used HawkSoft Online).

 

   Back to HawkSoft 6 Resource Hub