Quick answers about what this is, who it's for, and how your data is handled.
Upload a policy's declarations page, review the details it pulls out, and file it into HawkSoft — instead of manually keying every field. See How it works.
Independent agency staff who use HawkSoft and are tired of hand-keying policies that don't come in through IVANS / carrier downloads.
Anything that doesn't auto-download: new business, endorsements, non-download carriers, surplus lines, brokered business. If it already downloads cleanly into HawkSoft, you don't need this.
No. You sign in with your normal HawkSoft agency ID, username, and password — nothing new to install or configure.
No. Your password is used once at sign-in to connect to HawkSoft and is never stored. Only a short-lived access token is kept during your session (about an hour).
Never automatically. It fills in a review screen; you check every field and click to save. Nothing is written to HawkSoft until you approve it.
You catch and fix it on the review screen before saving. You're always the final check — treat it like a smart first draft, not gospel.
After the policy is filed, the declarations page is attached to the client's record in HawkSoft, and the working copy on our side is deleted. Unfinished uploads are purged automatically after a few days.
You match the upload to the existing client before saving, so it attaches to the right record instead of creating a duplicate.
Personal and commercial — home, auto, and commercial policies, with the coverages, vehicles/drivers, property details, and interests that go with them.
Yes. Everything runs over HTTPS, each agency's data is isolated, storage is encrypted at rest, and your password is never stored. See our Privacy Policy.
Yes — to read the declarations page, its contents are processed by a third-party AI (Anthropic's Claude). Details are in the Privacy Policy.
It's free during the beta.