Improved HawkSoft Integration

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

Auto

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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Upvoters
Status

🚧 In Progress

Board

πŸ’‘ Feature Request

Date

About 1 month ago

Author

David Brower

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