This page lists highlights of the most important features and enhancements that have been released this quarter to users on HawkSoft Cloud deployments (HawkSoft 6).

See the Known Issues section of this page for notes on issues in HawkSoft 6 that HawkSoft is aware of, as well as alternate workflow suggestions.

 

 

January Release Highlights

1/16 Release

Tasks

Send installation instructions to new users

• When creating a new user, there is now an option to send that user an automatic email with instructions on how to install HawkSoft, making it easier for new users to get started.
• The admin will still need to provide the user with their agency ID, user initials, and password. 

 

Progressive Cancel/Report Memos

• Cancel/Report Memos from Progressive will now be processed as individual downloads for each included client/policy rather than as a single file, eliminating the need to manually attach to each policy.
• Each item will be automatically matched or go to Unmatched Downloads if no match is found. Separate tasks will be created for each item if a download task rule is enabled for Memos. 

 

See release notes for all 1/16 items

 

1/9 Release

Tasks

• Closed tasks on client: When viewing the Tasks tab on a client, users may now select to view tasks closed up to 365 days ago.
• Log notes settings: In Agency Setup > Settings, the setting for Editing Client Tasks now includes a new option to require a log note only when closing a task, allowing users to edit tasks without creating log notes if desired. More on settings
• Task description: The Task Description field has been renamed to Task Instructions to make it more clear that this area is for notes about how to perform the task, while client/policy notes should be entered in the log note. More on Tasks
  

 

Manual commission transactions

• Enhancements have been made to make it faster to add multiple manual commission transactions in a row. This includes the ability to tab between fields, and a new checkbox that allows you to add another transaction upon saving. More on manual commission transactions

 

Increased visual contrast on log and attachment lists

• Adjustments have been made to the colors and fonts in the Logs and Attachments lists to provide more visual contrast and make them easier to read.

 

See release notes for all 1/9 items

 

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December Release Highlights

12/12 Release

• Details on Agent Paid Statements: When viewing the Agent Paid Statements report, users can now drill down into each agent to see transaction details. More on Agent Paid Statements
• Enter policy number on transactions: When creating a commission transaction, users may now enter a policy number if desired. This will automatically search for and match the transaction to that policy if found. More on manual commission transactions

• Effective, Status, and Expiration Dates may now be added as columns in the Task Center, which assists agencies in prioritizing tasks based on policy dates. When viewing a task associated with a policy, these dates are now displayed in the task details. More on Tasks

• Prospect/Lead Policies report: A new Quick Report for All Prospect or Lead Policies allows users to start a report with only these policies. 
• Filter by office: The All Clients/Policies reports and Active Clients/Policies reports may now be filtered by client or policy office.
• More on Quick Reports

• Delete text conversations: In HawkSoft Text Messaging, users with texting administrator permissions may now delete conversation threads if needed, which will remove the selected messages for all users. More on processing text messages
• Book of business export: In Agency Setup > Settings, a new tab for Book of Business Sale allows admins to export specific client/policy data for a partial book of business sale to a non-HawkSoft agency. More on exporting agency data
  

 

12/05 Release

• Append log from a task: While viewing or editing a task on a client, users may now append to an existing log note. This gives users the option to quickly update a task without creating another log. More on Tasks
• Closure notes: The Closure Notes field has been removed from tasks, as users may now simply add a log or append to an existing log.Closure notes on prior tasks can still be viewed on the task history. 
• Task options: When editing a task, the Description and Due Time fields are now collapsed underneath More Options unless one of these fields has been filled out. This prevents users from mistakenly adding info in the description field instead of the log note. 

• Data Replace: The carrier may now be updated on policies in bulk using data replace in Quick Reports. More on Data Replace 
• Manual commission transactions: The screen for entering manual commission transactions has been streamlined, making it faster to create transactions. More improvements to this workflow are coming soon! More on manual commission transactions

See release notes for all 12/05 items