HawkSoft Integrations

With Formstack, automate manual processes, deliver solutions quicker, and go from idea to workflow in minutes and save hours—all with clicks, not code. Combining a visual workflow automation builder with digital forms, document generation, and eSignature solutions, Formstack enables you to quickly create countless solutions to your workday pains and your customers’ digital expectations. Formstack’s Suite includes everything needed to accelerate digital work including: ● Forms: Power data collection with online forms that don’t require any coding to set up. Collect payments, capture leads, administer surveys, and more. ● Documents: Put an end to cut and paste with a document generator that lets teams populate data into beautifully designed documents that can be sent anywhere. ● Sign: Eliminate paperwork with a drag-and-drop eSignature solution that lets operators collect digital signatures for forms and documents on any device.

Certificial® uses real-time data to ensure businesses have continuous, compliant insurance coverage. Move away from point-in-time documents; no more emails, calls, or faxes. Certificates of Insurance (COIs) are leveraged by multiple audiences, all with a unique purpose. Regardless of your reason for utilizing COIs, our smart COI network ensures everyone uses the same continuously updated information. Whether you’re using a certificate module or an integration with another system, our network is the new standard for continuously sharing and tracking smart COIs and related data. Empower every stakeholder in the COI process to experience a data-first, real-time exchange of coverage information. Safeguard your business by eliminating uninsured activity, save time and money by managing compliance in a single platform, and take action for non-compliance to prevent uninsured claims while ensuring adequate coverage is maintained year-round.

Embed insurance intelligence into your applications to drive cross-selling opportunities or launch an insurance marketplace. Augment your users' profiles with rich insurance information directly from the source. Understand assets, coverages, and risk profiles to uncover new ways to provide value to your use. Work with Canopy Connect's partners to unlock new insurance revenue streams that range from pay-per-click to full white-labeled insurance agency solutions. Delight your users with easy-to-use interfaces that make it easy to share insurance information. Use our UX or yours. Powering customer-obsessed companies, fintechs, insurtechs, marketplaces, lenders, insurance carriers and more. We enable users to quickly and securely share their insurance information through integrations with the nation’s top carriers. Imports and structures insurance documents, policy details, contact, information, driver data, and claims history, and enriches critical information.

Process client renewals in a fraction of the time it takes your staff to do them manually with automated workflows that are triggered by policy expiration dates. Connect with prospects and policyholders at every stage of the insurance lifecycle with broker-tested emails and automated workflows that maximize every interaction. Boost your online reviews while converting dissatisfied customers using the widely respected Net Promoter® survey tool to gauge and enhance the customer experience. Reduce your call volume and improve the customer experience by giving policyholders 24/7 access to their policy documents, proof of insurance, billing, and more. See for yourself how Pathway makes it easier for your brokers and CSRs to attract clients and keep them happy. Join us to learn how automated marketing solutions are transforming the way brokers and agents do business.

Instead of the tedious task of copying and pasting information from one carrier to another, with Gaya you can capture all of the necessary details in one go and then quickly autofill carrier portals. Gaya gives back the time you need to build rapport and trust with your client by taking over tedious data entry work. Gaya's AI-powered technology scans and extracts data from carrier portals, or Agency Management Systems (AMS). It can also extract information from physical documents including carriers' declaration (dec) pages and record forms. You can even take screenshots and Gaya will intelligently recognize and capture relevant information. Gaya seamlessly pastes this information automatically filling carrier portals and other insurance web systems. Whether the form contains an input field, a checkbox, a radio button, or a drop-down, Gaya’s AI will deal with it.

vBots is a cutting-edge AI-powered automation platform tailored for insurance agencies seeking to streamline and scale their operations without the complexities of coding or integration. These intelligent bots automate essential yet time-consuming tasks such as direct bill reconciliation, policy renewal notifications, cancellation notices, and document retrieval, all customized to align with your agency’s specific workflows. Equipped with advanced AI and optical character recognition (OCR), vBots can intelligently interpret and act on complex data, ensuring accuracy and efficiency. Designed for rapid deployment, vBots require no heavy IT infrastructure changes—simply plug and play to achieve measurable results within weeks. This scalability allows agencies to manage workload spikes during critical periods like tax season, open enrollment, or month-end without hiring extra staff.

Sonant is an AI receptionist built exclusively for property & casualty insurance agencies, enabling them to convert routine inbound calls into real revenue without adding staff. It provides 24/7 personalized, human-like voice interactions, instantly recognizes callers, captures quote or servicing requests, schedules appointments, routes calls to agents when needed, and automatically summarizes conversations to feed into agency systems. Sonant is multilingual (even within a single call), scales concurrently across many calls, and integrates with major Agency Management Systems (AMS) like EZLynx, Momentum, QQCatalyst, HawkSoft, AMS360, AgencyZoom, Zywave, InsuredMine, and others, as well as calendars and automation tools. It’s optimized for ultra-low latency and is “tuned” for insurance workflows, with guardrails that prevent it from discussing detailed coverage.