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, the Formstack Platform enables you to quickly create countless solutions to your workday pains and your customers’ digital expectations. Build for your immediate needs—from applications to proposals to onboarding—and scale to help meet your larger, org-wide digital initiatives. All with the Formstack Platform.

Certificial®, a real-time insurance solution, uses data in real-time to ensure that businesses are covered by a continuous and compliant insurance policy. No more point-in time documents, no emails, phone calls, or faxes. Certificates of insurance (COIs), are used by many audiences for different purposes. No matter why you use COIs, the smart COI network will ensure that everyone has access to the same information. Our network is the standard for sharing and tracking COIs, whether you are using a certificate or another system. Every stakeholder in the COI can experience a real-time, data-driven exchange of coverage information. Save time and money managing compliance on a single platform. Take action for noncompliance in order to prevent uninsured claim while maintaining adequate coverage year-round.

Integrate insurance intelligence in your applications to create cross-selling opportunities, or launch a marketplace for insurance. Using insurance data directly from the source, enrich your users' profiles. Understanding assets, coverages and risk profiles will help you discover new ways to add value to your users. Canopy Connect partners can help you unlock new insurance revenue streams, ranging from pay-per click to white-labeled solutions for insurance agencies. Your users will be delighted with intuitive interfaces that make sharing insurance information easy. Use our UX, or yours. We power customer-focused companies, fintechs and insurtechs as well as marketplaces, lenders, insurers, and more. Through integrations with top insurance carriers, we enable users to securely and quickly share their information. Imports, structures, and enriches insurance documents, policy information, contact information, driver information, and claim history.

With automated workflows that are triggered based on policy expiration dates, you can process client renewals in fraction of the time it takes staff to do manually. With broker-tested emails and automated workflows that maximize each interaction, you can connect with prospects and policyholders at all stages of the insurance lifecycle. You can boost your online reviews and convert dissatisfied customers with the well-respected Net Promoter®, survey tool. It helps you gauge and improve the customer experience. You can reduce your call volume and improve customer experience by giving policyholders 24/7 online access to their policy documents, proofs of insurance, billing, etc. You can see how Pathway makes it easier to attract clients and keep them satisfied for your CSRs and brokers. Learn how automated marketing solutions can transform the way agents and brokers do business.