Works alongside
Automating around HawkSoft.
Relay is not a HawkSoft integration or partnership, and it does not sync your HawkSoft database.
What HawkSoft is
HawkSoft is an agency management system used widely by independent P&C agencies, known for per-client workflows and strong retention among smaller shops. The AMS is the system of record: policies, clients, activity logs, and accounting live there.
How Relay fits
Relay is not a HawkSoft integration or partnership, and it does not sync your HawkSoft database. It works alongside the AMS on the work that happens before and around it: the inbox, the documents, the ACORD forms, and the carrier portals. Your team stays in HawkSoft as the system of record and uses Relay to prepare the work that ends up recorded there.
That separation is deliberate. The AMS is where finished work lives. Relay's job is getting work finished: reading the morning inbox, parsing the loss runs, drafting the ACORD, and, in the AI Quoting Research Preview, running carrier portal workflows with human review.
The workflows, side by side
Inbox triage
Without
A CSR reads every carrier and client email, decides who owns it, and re-keys the relevant details into HawkSoft activity notes.
With Relay
Ask Relay reads, tags, and assigns incoming mail and drafts responses for review. The person who owns the thread logs the outcome in HawkSoft.
Document intake
Without
Dec pages, loss runs, and supplements arrive as PDFs and someone types the contents into the client file.
With Relay
Document Parsing extracts the structured data from those PDFs so your team works from fields, not screenshots, when they update HawkSoft.
ACORD preparation
Without
Producers or CSRs assemble ACORD 125/126/140 packets by hand from whatever is in the AMS and the inbox.
With Relay
ACORD Generation drafts the forms from the client record and source documents. A person reviews and sends, then files the packet in HawkSoft.
Quoting
Without
Portal-hopping: the same risk keyed into each appointed carrier's portal, 15 to 20 minutes at a time.
With Relay
In the AI Quoting Research Preview, the agency selects supported carriers and Relay runs the configured portal workflows in parallel, returning results with source evidence for human review.
Common questions
Does Relay integrate with HawkSoft directly?
No. Relay does not read from or write to HawkSoft. It automates the surrounding work: email, documents, forms, and carrier portals. Your AMS remains the system of record.
Do we have to leave HawkSoft to use Relay?
No. Agencies keep their AMS. Relay is designed to remove the typing that happens before work gets recorded there.
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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