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Get policies and commission statements into HawkSoft without keying them by hand
Two tools on one login: file a policy from its declarations page, or import a commission statement for reconciliation — both in a couple of minutes instead of typing every field yourself. The policy flow is below; the commission flow follows.
The problem it solves. Some policies flow into HawkSoft automatically through IVANS / carrier downloads. Plenty don't — new business, endorsements, non-download carriers, surplus lines, brokered business. For those, someone has to manually key every field — coverages, limits, vehicles, drivers, mortgagees, dates — into HawkSoft. It's slow and easy to fat-finger.
What you do
- Sign in with your HawkSoft loginYour normal agency ID, username, and password. Nothing new to set up.
- Drop in the policy PDF — or forward itDrag the declarations page onto the page (any line — home, auto, commercial), or email it to hsupload@triageone.io and it lands in your review queue automatically.
- It reads the policy and fills in the fields for youThe policy details come back on a familiar HawkSoft-style review screen.
- You review and fix anythingYou're always in control — check the coverages and details, correct anything that looks off. Nothing saves until you say so.
- Point it at the right client & typeNew business, renewal, or endorsement — and match to the existing client so you don't create duplicates.
- Click "Push to HawkSoft"It writes the policy into HawkSoft and files the PDF on the client record. Done.
Why it's worth it
⏱️ Minutes, not manual entrySkip re-typing a whole dec page field by field.
✅ Fewer typosYou review real extracted values instead of keying from scratch.
📎 The dec gets filed automaticallyThe source PDF is attached to the client in HawkSoft.
📥 Forward it from anywhereEmail a dec to hsupload@triageone.io and it queues for review — no app, no upload, straight from Outlook or your phone.
🔒 Your login stays yoursPassword is encrypted at rest to reconnect for you — never in your browser, never shown back. Disconnect anytime to erase it.
The second tool: commission statements
Same idea, for the commissions that don't download. Bring the statement in any shape and it builds the HawkSoft commission statement for you to reconcile.
The problem it solves. When a carrier's commissions don't download, someone types every transaction — insured, policy number, dates, commissionable amount, commission — into HawkSoft by hand just to reconcile. This does that keying for you.
- Bring the statement — any formatDrop a CSV, XLSX, PDF or TXT, paste a jumbled text blob, or paste a screenshot. It restructures messy layouts and reads images.
- It reads every transactionAI pulls each line into the standard commission fields and checks your line total against the carrier's printed total.
- Confirm the carrierIt matches the carrier from your history automatically. If unsure, it pauses and asks — pick an existing one or add a new one, and it remembers.
- Review the lines & totalsEvery transaction is on screen and editable, with the running total vs. the statement total. Nothing's sent until it looks right.
- File it for reconciliationOne click imports every transaction into HawkSoft Commissions — ready to reconcile, just like a carrier that does download. You still reconcile in HawkSoft.
📋 Paste anythingTidy spreadsheet or jumbled copy-paste — it cleans it up into checkable rows.
📸 Even a screenshotPaste an image of the statement and it reads the numbers off it.
🧮 Totals that tie outIt flags any mismatch with the statement total before you file.
🙌 Reconciliation stays yoursIt imports the data; you reconcile in HawkSoft as usual.
Try it →