Module 1
HawkSoft Start Page
Navigation & Configuration
(4 min)
See an overview of the major components in the management system. Quickly navigate from the Start Page to your client files, set up your PL and CL rules, assign administrative rights, add announcements for your staff, and manage your tasks.
Module 2
Client Files
Workflows & Document Management
(11 min)
Manage client policies through HawkSoft's search function and intuitive workflows. Our proprietary and unique Action Menu automatically builds a reportable documentation trail of every client interaction, reducing E&O exposure with detailed historical recordkeeping.
Module 3
Correspondence Templates
Batch Email
(2 min)
Easily communicate with your clients through the use of custom correspondence templates for form letters, email, proposals, text messaging, e-Signature, and more. Correspondence is automatically logged. See how to send an ID card in just a few steps!
