Acquire Customers Efficiently.
What makes us unique?
SALT consolidates underwriting data from three key sources—the insured, the policy, and the public domain—into one platform. We adapt to your intake process, whether by phone, in person, or through forms. Our Live Intake enables agents to ask questions in their preferred order with real-time public data or send mobile-friendly, branded forms. Unlike basic integrations, SALT ensures maximum data transfer with HawkSoft and other CRMs through comprehensive native integrations backed by formal legal agreements.
Features and Workflow
SALT streamlines insurance data intake, making it faster, more structured, and client-friendly. By guiding insureds through a digital or live intake experience and enriching submissions with public data and declaration pages, SALT helps agencies eliminate manual follow-ups and reduce repetitive data entry.
The result: cleaner data, quicker quotes, and more time for agents to focus on client advising. The features below highlight how SALT’s integration with HawkSoft enhances these workflows.
- Collect data directly from insureds using a branded digital intake experience—or our live intake option.
- Automatically convert raw intake responses into clean, actionable data fields enhanced with verified public data.
- Push structured intake data into HawkSoft to eliminate rekeying and maintain complete, rating-ready records.
- Track every referral source through dedicated SALT links for your COIs.
- Monitor intake status across all open opportunities from a centralized dashboard.
- Free up agent time to focus on advising and acquiring clients—not chasing missing information.