Works with / HawkSoft
HarborIQ with HawkSoft.
HawkSoft agencies tend to like HawkSoft, and its support has a reputation for a reason. Keep it. HarborIQ sits beside it with the carrier answers, the renewal list and the client record your CSRs and producers open all day.
HawkSoft's own features are described as HawkSoft publishes them. HarborIQ does not replace them.
How the two fit
Your HawkSoft export is one of the inputs. Everything that comes out is for the questions HawkSoft does not answer.
Carrier guides and PDFs
Answers cited to the page
CSR, Client, Carrier win
Your book
Renewals in order
Producer, Owner win
Your inbox
Follow-ups that get done
CSR, Client win
Underwriter contacts and portals
Who writes what, by state
Producer, Carrier win
Export the book once. Every policy with a date becomes a renewal with an owner and a days-out count.
- Your documents and data are never used to train AI models
- Every answer shows the carrier page it came from
- Encrypted in transit and at rest
- One price for the whole agency, never per seat
- Export everything, any month, and cancel any month
- Built and run by an agency operator, not a software vendor
Frequently asked questions
Do I have to leave HawkSoft?
No. HawkSoft stays your system of record. HarborIQ reads an export and adds carrier answers with the page cited, a renewal list with owners and one client record with tasks and inbox beside it.
How does the book get into HarborIQ?
A standard HawkSoft export, CSV or XLSX. HarborIQ maps the columns and we check the first import with you. Re-export whenever you want the book refreshed.
Is there a live sync with HawkSoft today?
Not today. HarborIQ works from exports. You own the data in both places and can export everything from HarborIQ at any time.
Who is this for?
Agencies that are happy with HawkSoft but have CSRs digging through carrier PDFs and producers keeping the real renewal list in a spreadsheet.