New Features & Updates

Rate filings, new programs, market exits, coverage adjustments and more have to be filed, and typically approved for use, before use. And WC isn’t the only line, but yes, this is where we get our LCMs in most cases. … Read More

Lead Capture- we schedule appointments for you (it’s extra). Added an Industry report to states without Class Codes and fixed a Calendar Integration bug, along with some other fixes. … Read More

Activity Filtering is our newest search filter, adding the ability to filter out businesses that your teammates are actively working on. If Signals works we’ll be sending you 5 prospects a week, one of which will (probably) say yes. … Read More

We’re bringing Ai to the front lines with our new Research assistant. Added a list matching feature to upload a list and view/download the matches. … Read More

Lots of overhauls and makeovers happening. … Read More

We added E-Signature for loss run request/release forms as well as routing of the signed forms. This makes it about as easy as it gets to order loss runs … Read More

Added NAICS for industry targeting, fixed a location targeting bug that affected the map, new states rolled out and some minor mobile app fixes. … Read More

Send emails directly from the policy details section, create templates with personalization fields. Import new prospects into HawkSoft with a 3 clicks. … Read More

Search Menu It was getting a bit overwhelming with the additions, so each section is now collapsible.  You’ll see a little red dot next to sections with active filters.  We also got rid of the annoying page refresh that would … Read More

The map is here. … Read More