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AGENCY BRANDED CLIENT LOVED
Give commercial clients instant 24/7 access to Certificates of Insurance while reducing CSR workload and maintaining agency oversight.
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Simple COI requests can consume valuable CSR time, pulling staff away from client relationships, coverage reviews, and other high-value work that helps grow the agency.
For standard COI requests that only require an Additional Insured name and address, clients can access their certificate anytime, even when your office is closed.
Manual certificate processing increases the risk of errors and omissions. Automating simple COIs helps reduce manual touchpoints and E&O exposure.
All policy data (coverages, limits, deductibles) including VEHICLE ID CARDS automatically load into the IA App.
With the Insurance Agent App Client Service Platform, policyholders can access all their data and vehicle ID cards the FIRST time — no carrier logins needed. Skip the hassle; we've got you covered.
Deep API integrations mean less work for agency team members, and increased use of your agency's customer service platform!
Improves Data Accuracy, Enhances Security, Enables Automation, Supports Scalability, Personalizes Customer Experience.
All policy data (coverages, limits, deductibles) including VEHICLE ID CARDS automatically load into the IA App.
Requests like COIs, policy changes, and claims are structured, captured, and processed automatically.
All activity is written directly into HawkSoft at the policy level—notes, tasks, and documents included.
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Clients can instantly obtain Certificates of Insurance for approved certificate holder updates and simple Additional Insured requests, without waiting for agency staff intervention. This reduces service delays, improves accuracy, and frees CSRs for higher-value client interactions.
Complex COI requests involving contract language, special endorsements, non-standard Additional Insured requirements, waiver of subrogation provisions, or other special insurance requirements are automatically routed to your agency for expert review. This streamlines submissions, reduces back-and-forth communication, and helps support compliance and E&O best practices.
All policy data (coverages, limits, deductibles) including VEHICLE ID CARDS automatically load into the IA App.
With the Insurance Agent App Client Service Platform, policyholders can access all their data and vehicle ID cards the FIRST time — no carrier logins needed. Skip the hassle; we've got you covered.
Deep API integrations mean less work for agency team members, and increased use of your agency's customer service platform!
Improves Data Accuracy, Enhances Security, Enables Automation, Supports Scalability, Personalizes Customer Experience.
All policy data (coverages, limits, deductibles) including VEHICLE ID CARDS automatically load into the IA App.
Requests like COIs, policy changes, and claims are structured, captured, and processed automatically.
All activity is written directly into HawkSoft at the policy level—notes, tasks, and documents included.
All policy data (coverages, limits, deductibles) including VEHICLE ID CARDS automatically load into the IA App.
With the Insurance Agent App Client Service Platform, policyholders can access all their data and vehicle ID cards the FIRST time — no carrier logins needed. Skip the hassle; we've got you covered.
Deep API integrations mean less work for agency team members, and increased use of your agency's customer service platform!
Improves Data Accuracy, Enhances Security, Enables Automation, Supports Scalability, Personalizes Customer Experience.
All policy data (coverages, limits, deductibles) including VEHICLE ID CARDS automatically load into the IA App.
Requests like COIs, policy changes, and claims are structured, captured, and processed automatically.
All activity is written directly into HawkSoft at the policy level—notes, tasks, and documents included.
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