Features
Everything your agency needs to see the whole household, and to let your clients see it too.
At a glance
One platform for the household behind the policy
HawkSoft import
Bring a client and their policies, coverages, claims, people, homes, vehicles and pets across in one click.
Client service requests
Certificates, ID cards, vehicle changes and claims requested from the app or the web, then guided to completion in your agency's queue.
Household modeling
People, homes, rooms, contents, vehicles, pets and policies, organized the way the family actually lives.
Property and vehicle discovery
Start from a name and address and UnifyOS finds the household's homes, mortgages and vehicles.
Photo inventory
Turn room photos into an itemized contents list with estimated replacement values.
Coverage comparison
See a home's contents total against its Coverage C, with headroom or shortfall called out.
Secure sharing
Roles, areas and item-level shares so everyone sees exactly what they should.
Agency branding
Clients sign in to your agency's brand on the web and in the iOS app.
iPhone, iPad and iPhone Duo
A native app so households carry their policies and documents with them.
Documents
Policy documents and household files kept with the things they belong to.
Clients
Your households and your HawkSoft book, in one search
Search once and see both the households already on UnifyOS and the clients in your HawkSoft book who aren't yet. Adding a client takes one click.
- Clients not yet on UnifyOS are clearly marked
- One click imports the client and everything HawkSoft knows about them
- Expired and canceled policies come across too, so the history is complete
Client requests
A service desk built into your client portal
Clients ask for what they need from the mobile app or the web: a certificate, ID cards, a new vehicle, a change of address, a claim. Every request lands in your agency's queue with the details already filled in, so nobody has to call to explain it.
- Requests from the iPhone and iPad app and from the web
- One queue per agency, with unassigned, overdue, due-today and waiting counts at a glance
- Agents take a request in one click or assign it to a colleague
- Filter by office and request type, with each agent's own list alongside
Guided requests
Every request knows its next step
Each request type comes with the steps it takes to finish it, from generating a certificate to sending the insured a copy. Agents work through the checklist, and when the request is done the client is notified automatically.
- Step-by-step checklists for every request type
- Wait on the customer or the carrier without losing track of the due date
- Priority, due date and owner on every request
- A complete history of every note, assignment and status change
- Clients follow their open requests on the web and see where each one stands
Discovery
Less data entry, more complete households
UnifyOS works from a person and their address to find the rest: the homes they own and their details and valuations, the mortgages against them, and the household's vehicles.
- Property details, valuations, mortgages and owners
- VIN, hull ID and aircraft tail-number decoding
- Vehicle photos matched to year, make, model and color
- Addresses validated and geocoded automatically
Inventory
From room photos to a contents list
Upload up to 20 photos of a room and UnifyOS lists what's in it, with estimated replacement values. Totals roll up by room and container, and the whole home is compared with its Coverage C.
- Itemized contents with estimated replacement values
- Safes, jewelry boxes and cabinets list what they hold
- A warning when too few rooms are inventoried to trust the total
- Scheduled floaters recognized in the policy's coverages
Policies
Coverage that makes sense to the client
Every policy is shown with its coverages grouped and explained, the drivers and vehicles it covers, its claims and its documents, so a client can answer 'am I covered?' without calling you first.
- Coverages grouped and ordered the way agents think about them
- Plain-language explanations of the perils a policy covers
- Drivers, vehicles, claims and documents in one place
Sharing
The right people, the right parts
Households invite family members and advisors, and your agency's access is itself a share. Every share has a role and a scope, and invitations can be accepted, declined or revoked.
- Owner, Editor and Viewer roles
- Scope a share to Properties, Vehicles, People, Pets, Insurance, Finances, Activity or Documents
- Presets for partners, family, financial advisors, accountants, property managers and more
- Sensitive fields masked for viewers
See your book the way your clients live
Book a demo and we'll walk you through UnifyOS alongside your HawkSoft workflow, on the web and on iPhone and iPad.
Book a demo