Add more fields to the HawkSoft document download functionality. Would love to see Auto, Home, Umbrella, and Co-client details!
Fields that will be available in the full Hawksoft Document Improvement:
Home
Category | Description |
Client | Type of Business |
Client | Type of Customer |
Client | Last Name |
Client | First Name |
Client | Middle Name |
Client | Address |
Client | City |
Client | State |
Client | Zip |
Client | Customer Source |
Client | Free form notes on client |
Client | Home Phone |
Client | Cell Phone |
Client | Msg Phone |
Client | Email Address |
Policy | CMS Policy Type |
Policy | Form |
Policy | Expiration Date |
Policy | Effective Date |
Policy | Source |
Client & Policy | Client & Policy Status |
Policy | Notes |
Policy | Agent |
Policy | Physical Address |
Policy | Physical City |
Policy | Physical County |
Policy | Physical State |
Policy | Physical Zip |
Policy | Protection Class |
Policy | Year Built |
Policy | Construction Type |
Policy | Burglar Alarm |
Policy | Fire Alarm |
Policy | Dead Bolt |
Policy | Fire Extinguisher |
Policy | Home Replacement |
Policy | Dwelling (Cov A) |
Policy | Other Structures (Cov B) |
Policy | Personal Property (Cov C) |
Policy | Loss of Use (Cov D) |
Policy | Contents Replacement |
Policy | Liability |
Policy | Medical |
Policy | Deductible |
Policy | Earthquake Indicator |
Policy | Earthquake Deductible |
Policy | Earthquake Masonry Veneer Indicator |
Policy | Ordinance or Law |
Policy | Multi-Policy Credit |
Category | Description |
Client | Type of Business |
Client | Type of Customer |
Client | Last Name |
Client | First Name |
Client | Middle Name |
Client | Address |
Client | City |
Client | State |
Client | Zip |
Client | Customer Source |
Client | Free form notes on client |
Client | Home Phone |
Client | Cell Phone |
Client | Msg Phone |
Client | Email Address |
Policy | CMS Policy Type |
Policy | Expiration Date |
Policy | Effective Date |
Policy | Source |
Policy | Term |
Policy | Client Status |
Policy | Notes |
Policy | Agent |
Policy | Garaging Address |
Policy | Garaging City |
Policy | Garaging State |
Policy | Garaging Zip |
Policy | Bodily Injury Coverage |
Policy | Property Damage Coverage |
Policy | Uninsured Bodily Injury Coverage |
Policy | Underinsured Bodily Injury Coverage |
Policy | Uninsured Property Damage Coverage |
Policy | Underinsured Property Damage Coverage |
Policy | PIP Deductible |
Policy | PIP |
Policy | Medical |
Policy | Type of Policy |
Vehicle | Make |
Vehicle | Model |
Vehicle | Year |
Vehicle | Symbol |
Vehicle | Territory |
Vehicle | Additional Equipment |
Vehicle | Assigned Driver |
Vehicle | Use |
Vehicle | Commute Mileage |
Vehicle | Annual Miles |
Vehicle | GVW |
Vehicle | Towing |
Vehicle | Rental |
Vehicle | Comp |
Vehicle | Collision |
Vehicle | Uninsured Property Damage Coverage |
Vehicle | Uninsured Property Damage Coverage |
Vehicle | Underinsured Property Damage Coverage |
Vehicle | Underinsured Property Damage Coverage |
Vehicle | VIN |
Vehicle | Garaging Zip |
Vehicle | Loss Payee |
Vehicle | Additional Interest |
Vehicle | Loss Payee Name |
Driver | Last Name |
Driver | First Name |
Driver | Middle Name |
Driver | Date of Birth |
Driver | Driver License State |
Driver | Driver License Number |
Driver | Excluded |
Driver | Principle Driver |
Driver | Occupation |
Driver | Gender |
Driver | Marital Status |
Driver | Date Licensed |
Driver | Good Student |
Driver | Driver Training |
Driver | Defensive Driver |
Driver | Relationship |
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π§ In Progress
π‘ Feature Request
About 1 month ago

David Brower
Get notified by email when there are changes.
π§ In Progress
π‘ Feature Request
About 1 month ago

David Brower
Get notified by email when there are changes.