---
title: Workflows & Automation
description: HawkSoft's intuitive workflows, powerful efficiencies, and wide range of core features and add-ons help you spend less time on tedious manual tasks so you can focus on growing your business.
---
[](https://www.hawksoft.com/)
- (866) 884-4680
- [sales@hawksoft.com](mailto:sales@hawksoft.com)
- [Home](https://www.hawksoft.com/)
- Product
- [Agency Management System](https://www.hawksoft.com/agency-management-system/)
- [Agency Intelligence Reporting Suite](https://www.hawksoft.com/agency-management-system/tour/agency-intelligence/)
- [Agent Portal (browser-based)](https://www.hawksoft.com/agent-portal/)
- [API Integrations](https://www.hawksoft.com/partners/)
- [Automated Communications](https://hawksoft.com/automated-communications/)
- [Accounting](https://www.hawksoft.com/accounting/)
- [Client Services](https://hawksoft.com/client-services/)
- [E-Signature](https://www.hawksoft.com/agency-management-system/tour/esignature/)
- [HawkLink for Google Chrome](https://hawksoft.com/hawklink/)
- [Insured Mobile App](https://www.hawksoft.com/insured-mobile-app/)
- [Managed Accounting](https://www.hawksoft.com/managed-accounting/)
- [Rater](https://www.hawksoft.com/rater/)
- [Self-service Certificates](https://www.hawksoft.com/self-service-certificates/)
- [Text Messaging](https://www.hawksoft.com/agency-management-system/tour/text-messaging/)
- [Websites](https://www.hawksoft.com/websites/)
- [Feature Tour](https://www.hawksoft.com/agency-management-system/tour/)
- Why HawkSoft
- [Why HawkSoft is unique](https://www.hawksoft.com/why-hawksoft/)
- [HawkSoft's Cloud Platform](https://hawksoft.com/6/)
- [Service that Delights](https://www.hawksoft.com/agency-management-system/wow/)
- [Conversions](https://www.hawksoft.com/agency-management-system/conversions/)
- [Agency Stories](https://www.hawksoft.com/stories/)
- About Us
- [Our Story](https://www.hawksoft.com/about/story/)
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- [Contact Support](https://www.hawksoft.com/support/)
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- [System Requirements](https://www.hawksoft.com/support/system-requirements/)
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- Resources
- [Carrier Downloads](https://carriers.hawksoft.com/)
- [HUG (HawkSoft User Group)](https://www.hawksoft.com/hugs/)
- [HawkSoft Referral Program](https://www.hawksoft.com/referrals/)
- [Network Partners](https://hawksoft.com/networks/)
- [Documentation for Carrier Reps](https://www.hawksoft.com/carriers/)
- [Book Rolls for Carriers](https://www.hawksoft.com/book-roll/)
- [Shows & Conventions](https://www.hawksoft.com/shows/)
- [Podcast](https://www.hawksoft.com/podcast/)
- [Webinars](https://hawksoftusergroup.org/events/webinars/)
- [Guides & Brochures](https://www.hawksoft.com/guides/)
- [Blog](https://blog.hawksoft.com)
- [REQUEST DEMO](https://www.hawksoft.com/demo/)
# Workflows & Automation
[Customer Experience](https://go.hawksoft.com/customer-experience) | [Value](https://go.hawksoft.com/value) | Workflows & Automation
# **Your system should be built to fit your workflows, not the other way around.**
HawkSoft was created for insurance agents, by an insurance agent. Our intuitive workflows, powerful efficiencies, and wide range of core features and API integrations help you spend less time on tedious manual tasks so you can focus on growing your business.
****
## [Automation & Efficiency](https://go.hawksoft.com/workflows-automation#automation)
## [Sales & Marketing](https://go.hawksoft.com/workflows-automation#marketing)
## [Reporting & Analytics](https://go.hawksoft.com/workflows-automation#reporting)
## [API Integrations](https://go.hawksoft.com/workflows-automation#api)
---
## Automation & Efficiency
- **Intuitive workflows** for personal & commercial policy management—get to any data in 4 clicks or less.
- **Task assignment**, follow-up reminders, and tracking features help you manage daily tasks.
- **[Carrier downloads](https://www.hawksoft.com/agency-management-system/tour/carrier-downloads.html) and pre-fills** for [ACORD Forms and Certificates](https://www.hawksoft.com/agency-management-system/tour/acord-forms) eliminate manual entry.
- [**Automatic documentation**](https://www.hawksoft.com/agency-management-system/tour/automatic-documentation.html)records every action you perform on a policy for E&O mitigation.
- [**Virtual Printer**](https://www.hawksoft.com/agency-management-system/tour/virtual-printer) and drag & drop functionality make for quick and easy doc management.
- [**Agent Portal**](https://www.hawksoft.com/agent-portal/) allows you to access client data, policies, and coverages on mobile devices.
- [**HawkLink browser tool**](https://www.hawksoft.com/resources/carrier-integrations/) maps data from HawkSoft into carrier websites.
- [**Hazard tracking**](https://www.hawksoft.com/agency-management-system/tour/workers-compensation/) makes it easy to manage Workers' Comp policies.
- **Add-ons** like [e-Signature](https://www.hawksoft.com/agency-management-system/tour/esignature/), an [insured mobile app](https://www.hawksoft.com/insured-mobile-app/), and our [Self-service Certificates portal](https://www.hawksoft.com/self-service-certificates/) save time for both you and your clients.
[Learn more about the benefits of automation](https://www.hawksoft.com/marketing/brochures/hawksoft-automation.pdf)
*"HawkSoft has positioned our agency to be more efficient and organized. Re-quoting business and documenting files has never been so easy. Every independent agency should consider HawkSoft."*
**Anthony Rollins**
Rollins Insurance, KY
---
*"Batch email makes it easy to run our monthly cross-selling campaigns. Great job on providing a very nimble feature requiring very little setup." *
**Martin Felix**
Neighborhood Insurance Agency
## Sales & Marketing
- [**Website lead capture**](https://www.hawksoft.com/agency-management-system/tour/website-lead-capture.html) imports leads directly into HawkSoft.
- [**Integration with all major raters**](https://www.hawksoft.com/rater/) makes for easy Home and Auto quoting.
- [**Uprate alerts**](https://www.hawksoft.com/agency-management-system/tour/uprate-alerts.html) notify you when premiums increase.
- **[Batch email](https://www.hawksoft.com/agency-management-system/tour/email-marketing.html) and [texting](https://www.hawksoft.com/texting/)** with correspondence templates facilitate easy client communication at no extra cost.
- [**API integrations**](https://www.hawksoft.com/about/partners/) extend functionality for sales and marketing automation.
[Learn more about sales & marketing features](https://www.hawksoft.com/agency-management-system/tour/)
---
## Reporting & Analytics
- **See important KPIs at a glance**
Our built-in, no-cost [Agency Intelligence reports](https://www.hawksoft.com/agency-management-system/tour/agency-intelligence/) let you see and email clients directly from reports for book of business, retention, cross-selling, and sales pipeline.
- **Cut manual labor and bookkeeping expenses**
Our Commission Statement Importer automatically maps fields to HawkSoft’s accounting system.
- **Manage your full range of trust and operating accounting**
[QuickBooks integration](https://www.hawksoft.com/accounting/) and [Managed Accounting Services](https://www.hawksoft.com/managed-accounting/) provide comprehensive accounting solutions.
[Learn more about reporting & analytics](https://www.hawksoft.com/marketing/brochures/agency-intelligence.pdf)
*"Agency Intelligence is awesome! Not only do I get summarized info, but with 2 clicks I can drill down deeper into the data."*
**Joe Hershey**
Definitive Insurance Solutions, LLC
---
*"HawkSoft vets each Partner to ensure they fit our unique audience of agencies and commit to securing your agency’s data and your ownership of data." *
**Kenneth Hendricks**
HawkSoft Business Development Coordinator
## API Integrations
HawkSoft offers integration with a number of third-party platforms through our Partner API, providing your agency the freedom to choose which tools and solutions you need from an ever-growing number of vetted partners.
| - **Marketing & sales automation** - **Online review management** - **VoIP & business communication** - **Mobile service app for insureds** | - **Rater & carrier integration** - **Data analytics** - **Accounting & digital payments** - **Website design** |
| --- | --- |
[See all our available API integrations](https://www.hawksoft.com/partners)
---
## Workflows & automation resources
[Feature tour](https://www.hawksoft.com/agency-management-system/tour/)
[Why Automate brochure](https://www.hawksoft.com/marketing/brochures/hawksoft-automation.pdf)
[API integration partners](https://www.hawksoft.com/about/partners/)
[Agency Intelligence reporting suite](https://www.hawksoft.com/agency-management-system/tour/agency-intelligence/)
[Accounting offerings](https://www.hawksoft.com/accounting/)
## Ready to see HawkSoft in action?
Schedule a one-on-one demo to see why so many agencies love HawkSoft.
[](https://hubspot-cta-redirect-na2-prod.s3.amazonaws.com/cta/redirect/2877886/981d6b86-530e-4d50-a7b9-97e914ba89eb)
## Learn more about the HawkSoft difference:
[Customer Experience](https://go.hawksoft.com/customer-experience) | [Value](https://go.hawksoft.com/value) | Workflows & Automation
*"I had 3 systems in house at one time to compare. HawkSoft is incomparably good when you call for help. The functionality is good and it is always getting better. We've merged 3 agencies together and have decades of experience with all 3 of these systems. When it was time to choose, HawkSoft was the over whelming choice hands down."*
**Don L.
**
[Read reviews on Capterra](https://www.capterra.com/p/79412/HawkSoft-CMS/reviews/)
*"I have been using HawkSoft since 2008 for the agency I work with. System was fantastic to start with even in 2008, but it kept evolving every year with new features and turned into THE BEST system I ever came across. It has all the bells and whistles one could wish for."*
**Sagar R.
**
[Read reviews on G2](https://www.g2.com/products/hawksoft/reviews#reviews)
# About Us
Since 1995, HawkSoft is a leader in management systems for agencies that want effective workflows and a delightful experience for staff and policyholders. We take pride in being independently owned and answerable to agencies that rely on our system to power their insurance business. Created by independent agents, HawkSoft continues to evolve as a cutting-edge system that powers thousands of agencies. [Read More](https://www.hawksoft.com/about/story/)
## Contact Us
(866) 884-4680 [sales@hawksoft.com](mailto:sales@hawksoft.com)
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