Automating around HawkSoft.
When a client completes a quote sheet, the useful next step is getting those details into the application and carrier workflow.
What HawkSoft is
HawkSoft is an agency management system for independent insurance agencies. Its product includes client and policy records, agency workflows, reporting, communications, and partner integrations. Start by identifying the source documents and finished records your team already keeps there.
How Relay fits
When a client completes a quote sheet, the useful next step is getting those details into the application and carrier workflow. Keep HawkSoft for the client record and agency process. Use Relay to prepare work from the documents you bring into the task.
Start with one new-business case: the submitted quote sheet, current dec pages, and confirmed updates. Prepare the quote or application, review the result, and record the finished work through your normal HawkSoft process. This page does not promise an automatic HawkSoft import or write-back.
The workflows, side by side
New-business quote preparation
The job today
A submitted form becomes another document someone has to read and type from.
What to try with Relay
Use the readable form and supporting documents as the source for a configured carrier quote. Check returned details before recording the result.
An application for the market
The job today
Known client details still have to be transferred into the required ACORD.
What to try with Relay
Ask Relay to prepare an editable draft in the supported form workflow. Review it, make corrections, and download the PDF.
A proposal after the quotes return
The job today
The producer assembles the options and explanation into a client document.
What to try with Relay
Bring the reviewed quotes and recommendation into Relay. Edit the proposal and keep the final version with the account.
Common questions
Is this a native HawkSoft integration?
This page describes work from supplied source documents and configured carrier workflows. Do not assume automatic access to HawkSoft records or write-back. Confirm any specific connection separately.
Do we keep using HawkSoft?
Yes. Keep your client history, documents, activities, and agency process in the system your team relies on. Relay supports preparation around that work.
What should we try first?
Use one familiar new-business quote sheet and the relevant dec pages. Compare the total effort to a reviewed quote or application, including filing the result.
Will this remove all duplicate entry?
That depends on the full path between your intake, rater, carriers, and AMS. Test the handoffs as well as the Relay task, and count any entry that still remains.
Source notes
Sources checked 2026-09-05. Product details can change.
HawkSoft is a product of HawkSoft, Inc.. Relay is not affiliated with or endorsed by HawkSoft, Inc..
Part of the works alongside directory. Updated 2026-07-11. See how we source content.
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