Schedule your migration to HawkSoft 6 now to meet the impending deadlines and say goodbye to Parallels.
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The next evolution of HawkSoft
Welcome to your home for updates on the next evolution of the HawkSoft Insurance Platform, which uses cloud technology to serve your agency’s data to desktops, laptops, and mobile devices. This page explains HawkSoft’s unique approach to cloud.
The HawkSoft 6 cloud platform
HawkSoft 6 brings the powerful, intuitive, and efficient HawkSoft workflows you love to a new platform powered by the cloud. HawkSoft 6 fundamentally changes where HawkSoft stores, reads, and delivers your agency’s data. It frees data from being tethered to your agency’s local server (local installation) or third-party online hosting partner (HawkSoft Online). Instead, all data is stored and accessed on HawkSoft Cloud, our secure cloud servers powered by Microsoft Azure.
- Access data from both desktop app and mobile browser
- No need for third-party online hosting (Parallels) or a locally hosted server in your office
- Faster and more reliable connectivity
- Stronger data security on Microsoft Azure
- Automatic backup of your data in the cloud
- Infrastructure for faster innovation of new features and quality-of-life improvements
Two ways to access your data in HawkSoft 6
HawkSoft 6 combines the powerful performance of a desktop app with the convenience of cloud-based data that can be accessed from anywhere on any device. You’ll enjoy the full set of features on your office PC or laptop, and have access to important features from a web browser.
Our cloud approach is similar to a platform like Microsoft Outlook: the desktop app offers the most comprehensive features and best overall experience to those working on a PC or laptop while a lighter feature set is available via web browser that provides convenient access to key information and features from any device.
1.
Desktop app
All features
The desktop app delivers the full, comprehensive set of features you have come to expect from HawkSoft on your office workstation or anywhere you take your laptop.
- Native app for Windows installed on your office PC or laptop
- Same powerful and efficient policy workflows and keyboard shortcuts you know and love
- Smaller footprint: no need for a local server, third-party online hosting partners, or remote access software like Parallels
2.
Browser access
Many features
Key data, reporting, and management features will be available via browser login so you can access them from any device.
- Client and policy data
- Task management
- Analytics & reporting
- Trust accounting & commission management
- Carrier download management
- Agency setup & user management
New & enhanced features in HawkSoft 6
The HawkSoft 6 cloud platform has the same core capabilities as previous versions, plus a number of new and enhanced browser-accessible features that boost agency efficiency.
Task Center
Effortlessly manage user and agency tasks, view open tasks on a client, and create templates for common tasks.
Activity Tags
Easily tag, view, and report on all the topics discussed or activities completed in client interactions.
Quick Reports
Flexible, user-friendly reporting from preset options that can be customized and filtered. Quickly create and share reports or make templates for recurring reports.
Download Center
Manage Ivans and 3rd-party downloads in one dashboard, with downloads retrieved continuously 24/7. Quick analytics, hassle-free matching, and robust download rules.
Trust Accounting
Enhanced QuickBooks integration, streamlined workflows, and an updated transaction list on the client make trust accounting easier than ever.
Commission Management
Easily track, manage, and report on commission statements from downloads, import, or manual entry. Reconciliation and agent payout made simple.
Mobile-friendly Agent Portal
View client and policy data via mobile browser login, and add log notes and attachments to clients while on the go.
Agency & Carrier Setup
More flexible and robust options for configuring your agency, offices, users, carriers, and more.
Agents love HawkSoft’s newest features
Get started on HawkSoft 6
HawkSoft 6 is available now, with thousands of users already live on the platform. Customers using legacy versions are being migrated to the new platform depending on their deployment type, as noted below. Plus, keep an eye out for new features and enhancements being released every week - see the most recent HawkSoft 6 releases here!
Agencies currently on HawkSoft Online (Parallels)
Due to our contracts ending with the third party hosting providers that support HawkSoft Online, all remaining agencies using this product will be migrated to HawkSoft 6 over the coming months.
While a few minor features and enhancements are still completing development (see list here), the majority of HawkSoft Online agencies are now eligible to move to HawkSoft 6. All HawkSoft Online agencies have been contacted by email regarding migration, but your agency owner or administrator can also schedule your migration below.
Agencies currently on local server deployments
Because agencies using our local server deployment do not utilize online hosting resources, they will be migrated after our HawkSoft Online customers. Agencies on local installations are not required to migrate, but we will eventually announce an end-of-life date for this product (learn more here).
If your agency is on a local server deployment of HawkSoft and has a significant need to move to HawkSoft 6 immediately (due to server end of life, etc), please let us know and our migration team will evaluate whether earlier migration is feasible.
Questions
Have a question that you don’t see answered on this page or in our FAQ? Send us your question and we’ll get answers to you!