AI tools that work with HawkSoft
Agency Revolution
MarketingMarketing platform that integrates with agency management systems for targeted campaigns, plus AI-generated blog, email and social content.
HawkSoft · listedNASA · listedVertafore · listedAgencyIQ
Retention & cross-sellFormerly DONNA.ai. Turns AMS data into insights on retention risk, cross-sell opportunities and revenue per client.
HawkSoft · confirmedMomentum (NowCerts) · confirmedAgencyZoom · listedAscend
Accounting & reconciliationAccounting automation for invoicing, payments and reconciliation, using AI to parse documents and reduce manual entry.
Applied Epic · confirmedHawkSoft · confirmedAMS360 · confirmedApplied Systems · listedMomentum (NowCerts) · listedVertafore · listedBroker Buddha
Intake & formsCommercial lines platform digitizing submission intake, supplemental apps and e-signatures, with multi-carrier submissions and quote comparison.
HawkSoft · confirmedCanopy Connect
Intake & formsCollects current/prior insurance data from prospects, normalizes it and sends it to comparative raters, CRMs and AMSs.
Applied Epic · writes backHawkSoft · writes backEZLynx · writes backAgencyZoom · writes backApplied Systems · listedVertafore · listedCara
CSR assistantTriages inbound calls and emails, automates coverage comparisons, quote proposals and certificate issuance, syncing with the AMS.
Applied Epic · writes backHawkSoft · writes backAMS360 · confirmedApplied Systems · listedMomentum (NowCerts) · listedCertificial
CertificatesSmart COI network issuing certificates from the agent's live AMS policy record; AI extracts data from PDF COIs.
Applied Epic · confirmedHawkSoft · confirmedMomentum (NowCerts) · confirmedApplied Systems · listedClientCircle
MarketingMarketing automation, CRM and communications platform built for insurance.
HawkSoft · writes backApplied Epic · confirmedMomentum (NowCerts) · confirmedEZLynx · confirmedVertafore · listedCooper AI
CSR assistantAI coworker that fills raters, completes applications and handles pre- and post-bind servicing.
Applied Epic · writes backAMS360 · writes backHawkSoft · writes backEZLynx · confirmedApplied Systems · listedExdion Insurance
Policy checkingIdentifies coverage gaps, compares quotes, automates endorsements and streamlines policy checking and proposals.
HawkSoft · confirmedGAIL
AI receptionist & phoneHandles inbound/outbound voice, SMS, email, web chat and WhatsApp: answers calls, qualifies leads, answers policy questions.
HawkSoft · writes backAgencyZoom · writes backGaya
QuotingBrowser extension that autofills client data into carrier portals, AMS, ACORD forms and PDFs.
Applied Epic · writes backAMS360 · writes backQQCatalyst · writes backMomentum (NowCerts) · writes backEZLynx · writes backHawkSoft · writes backInsuredMine
MarketingInsurance CRM with pipeline management, drip campaigns, call logging, cross-sell predictions and an after-hours voice agent.
Momentum (NowCerts) · writes backHawkSoft · writes backAMS360 · confirmedApplied Epic · confirmedQQCatalyst · confirmedSagitta · confirmedZywave · listedInsurGrid
Intake & formsCollects client policy documents and extracts coverage data to build comparisons, flag gaps and automate certificates.
HawkSoft · writes backEZLynx · writes backAgencyZoom · confirmedLevitate
MarketingPersonalized client emails and texts from the agent's own inbox, renewal and coverage-gap outreach, review replies.
HawkSoft · writes backAMS360 · confirmedNASA · listedVertafore · listedLiberate
AI receptionist & phoneAI agents across voice, SMS, email and digital: answer calls, collect quote info, handle FNOL and policy service.
HawkSoft · confirmedEZLynx · confirmedLightspeed
AI receptionist & phoneCloud phone system with AI transcripts, summaries, sentiment and automatic AMS call logging.
HawkSoft · writes backApplied Epic · writes backAMS360 · writes backQQCatalyst · writes backMomentum (NowCerts) · writes backEZLynx · writes backAgencyZoom · listedApplied Systems · listedVertafore · listedLoss Run Pro
Intake & formsAutomates requesting and retrieving commercial loss runs from 5,000+ carriers and MGAs, with AMS integration and claims dashboards.
Applied Epic · confirmedAMS360 · confirmedHawkSoft · confirmedOutmarket
Policy checkingAutomates policy analysis, quoting, coverage gap detection and proposals.
Applied Epic · writes backHawkSoft · writes backAMS360 · confirmedApplied Systems · listedPodium
AI receptionist & phoneAnswers texts, web chat and calls, qualifies leads, manages reviews and routes conversations.
HawkSoft · listedReFocus AI
Retention & cross-sellPredictive retention analytics that flag policies likely to cancel and deliver a prioritized renewal list.
AMS360 · confirmedHawkSoft · confirmedApplied Epic · confirmedEZLynx · confirmedQQCatalyst · confirmedAgencyZoom · confirmedRingCentral
AI receptionist & phoneCloud phone, video and messaging with AI call transcription, summaries, routing and live coaching.
AgencyZoom · listedHawkSoft · listedSembley
Intake & formsCompletes ACORDs and supplements with an intake that auto-populates data from prior documents and third parties.
QQCatalyst · confirmedAMS360 · confirmedEZLynx · confirmedHawkSoft · confirmedMomentum (NowCerts) · listedSonant
AI receptionist & phoneAI receptionist for inbound calls: routine service, quote intake, routing, and notes written back to agency systems.
Applied Epic · writes backHawkSoft · writes backAMS360 · confirmedQQCatalyst · confirmedEZLynx · confirmedMomentum (NowCerts) · confirmedApplied Systems · listedXILO
QuotingAI agents for intake, quoting and proposal generation.
Applied Epic · writes backAMS360 · writes backEZLynx · writes backHawkSoft · writes backApplied Systems · listed