UnifyOS for HawkSoft agencies
Keep HawkSoft as your agency management system. Add the complete household around it.
Start from the book you already have
UnifyOS is built for agencies that run on HawkSoft. It reads your clients and their policies from HawkSoft, so a household arrives in UnifyOS already knowing what's insured, and you only fill in what HawkSoft never knew.
- Search your HawkSoft book from inside UnifyOS
- Import a client, with everything attached, in one click
- HawkSoft remains your system of record
What comes across
Everything HawkSoft knows about the household
When you bring a client into UnifyOS, this comes with them.
Properties
Each insured property, and even some uninsured, ready to be filled in with rooms and contents.
Vehicles
Autos, boats, even planes listed on the client's policies.
People
The client record and the people in the household, drivers, and mortgagees.
Pets
Pets are discovered through pet insurance, and can easily added by the client.
Policies, Coverages, Claims
Current, expired and canceled policies, with coverages classified and ordered, and open and past claims.
Scheduled items
Jewelry floaters, personal articles and similar coverages recognized for what they are. Storage location, appraisals, and photographic proof included.
Finances
Assets, Liabilities, Mortgages, Credit Cards can all be managed from inside the application giving your clients a single place to manage their households.
Estate
Provide your clients with a powerful estate management tool centered around and insured by your agency.
Getting connected
Three steps from HawkSoft to a complete household
- 1
Authorize UnifyOS
Your agency grants UnifyOS access to its HawkSoft data. We'll walk you through it during onboarding.
- 2
Import clients as you need them
You can invite your book en masse, or search it and bring households across one at a time, when you're ready to work with them.
- 3
Let UnifyOS fill in the rest
Property, mortgage and vehicle details are augmented from external data sources, and can be customized by the client, and the household can add the rest from the web or the mobile app.
What UnifyOS doesn't do to your HawkSoft data
Your agency management system is the source of truth, and we treat it that way.
No bulk changes
UnifyOS doesn't edit or delete clients, policies or anything else in HawkSoft.
One optional write-back
If you allow it, new clients from your website can be automatically added to your HawkSoft book so they are ready to quote. That's the only thing UnifyOS writes.
Changes flow one way
Once a client is connected, new and updated policies flow from HawkSoft into UnifyOS automatically. Nothing flows back except the optional write-back.
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