.png)
.png)
AGENCY-BRANDED. CLIENT-LOVED.
Give commercial clients instant 24/7 access to Certificates of Insurance while reducing CSR workload and maintaining agency oversight.
.png)
.png)
Repetitive requests pull CSRs away from high-value work.
Clients need COIs when your office is closed.
Manual processes create opportunities for mistakes.
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.
.png)
Basic certificate holder updates and simple Additional Insured changes handled automatically.
Complex endorsements, contract review, and special requirements routed to your team for expert handling.
Repetitive requests pull CSRs away from high-value work.
Clients need COIs when your office is closed.
Manual processes create opportunities for mistakes.
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.
.png)
.png)
.png)
.png)
.png)
