Hawksoft Integration

Our Hawksoft integration allows you to easily transfer your home and auto customers to Hawksoft from Agency MVP.

***If you would like this feature turned on in your MVP account, please email support@agencymvp.com

 

Check out the video here

 

Once all quote information is added in MVP and you are ready to add them to Hawsoft, you will click "Export to Hawksoft" from within the quote.

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This will export the specific policy, along with the general client data. From here you will be able to create a new client file in Hawksoft or update an existing client file. 

 

You will notice the import file has been downloaded, which Hawksoft will use to add the group to your account. 

*Right click the file and tell Google chrome to always open files of this type.

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Go through your Hawksoft prompts and now your policy is in your account!

 

Note: You will have to export both your home and auto policies separately, but you can always merge into an existing account. 

 

List of fields that will transfer from MVP to Hawksoft:

Auto

Type of Customer

Effective Date

PIP

Comprehensive

Last Name

Expiration Date

Medical

Collision

First Name

Total Policy Premium

Policy Number

Principle Driver

Middle Name

Term

Make

Non Driver

Address

Insurance Carrier Name

Model

Occupation

City

Billing Plan

Year

Gender

State

Garaging Address

Assigned Driver

Marital Status

Zip

Garaging City

Use Good Student

Customer Source

Garaging State

Annual Miles

Relationship

Notes on client

Garaging Zip

Towing

Date of Birth

Home Phone

Policy Fee Rental Driver License State

Cell Phone

Property Damage Coverage

Bodily Injury Coverage VIN

Email Address

Uninsured Bodily Injury Coverage Uninsured Property Damage Coverage Driver License Number

CMS Policy Type

Underinsured Bodily Injury Coverage

Underinsured Property Damage Coverage Client Status

 

Home

Type of Customer

Email Address

Physical City

Last Name

CMS Policy Type

Physical State

First Name

Insurance Carrier Name

Physical Zip

Middle Name

Policy Number

Year Built

Address

Expiration Date

Dwelling

City

Effective Date

Other Structures

State

Billing Plan

Personal Property

Zip

Total Policy Premium

Loss of Use

Customer Source

Term

Liability

Notes on client

Client & Policy Status

Medical

Home Phone

Policy Fee

Deductible

Cell Phone

Physical Address

Earthquake Deductible

 

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