Policy Renewal Outreach for Insurance Agency Managers with HawkSoft
The Problem
Independent P&C Agency policy renewals sneak up — the broker misses the 60-day window to remarket and the client takes the carrier increase.
What We Build in HawkSoft
AI tracks every renewal date in AMS360, remarkets at 90 days, drafts the client renewal package with options, and books the review call — retention climbs and premiums stay competitive. Purpose-built for teams running HawkSoft — uses the native API or agent integration so nothing leaves the system of record.
HawkSoft Integration Approach
Audit your HawkSoft configuration
We map the specific HawkSoft objects, custom fields, and workflows the automation needs to touch for your independent p&c agency practice.
Build on the HawkSoft API or agent
Integration happens inside HawkSoft — no data leaves the system, no parallel tool for your team to learn, no license changes.
Human-in-the-loop handoff
Every automation routes exceptions back to a human in HawkSoft with enough context to act — AI handles the 80%, your team owns the judgment calls.
See this running in your HawkSoft instance
30-minute call. We'll look at your actual HawkSoft setup and show exactly how this workflow fits.