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.
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.
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 |