Inspire a Nation
Library Items
HAWKSOFT AGENCY MANAGEMENT SYSTEM “HOW tO” GUIDE Note: Hawksoft is constantly evolving, upgrading, and updating their system. These steps are as of 12/2023. Please contact Hawksoft support if these steps are no longer accurate. HOW TO LOAD INSPIRE A NATION TEMPLATES INTO HAWKSOFT Tango Screen Capture: How to add Inspire a Nation Templates into Hawksoft AMS.pdf Note: Only active Inspire a Nation members can access this PDF. This is the only section on this page that requires an Inspire a Nation Membership. Check out our membership here: Membership Pricing HOW TO ADD PROSPECT/CLIENT TO HAWKSOFT https://www.loom.com/share/c1715e8d338c437dad56ea4b88a84e4f?sid=89bfe08c-1c12-4cc3-aa81-a7ee608b9a67 HOW TO ADD ATTACHMENTS TO HAWKSOFT HOW TO ADD AN EMAIL SIGNATURE Edit Outlook or Gmail signature or in correspondence templates. You’ll add your business card link, google review link, and appointment scheduler link. HOW TO ADD EMAIL TEMPLATES INTO HAWKSOFT Login to Hawksoft > top right click “correspondence templates” > click “Email” > click “Add” > Name the email template > Click “Ok” > Paste your email template and modify > Top left click “Save” Click “categories” on the bottom right (categorize your email templates) > click “new” > type in the category name > click email templates you want in that category HOW TO SEND AN EMAIL TEMPLATE FROM HAWKSOFT Go to clients record > click “action” > Internal > Send email > chose email you are sending it to > chose template > send > click “finish” > hawksoft creates activity note (you can add notes) > click “Ok” Screen capture: https://app.tango.us/app/workflow/How-to-add-email-templates-to-Hawksoft-AMS-6b2ed828b58449dab516bfbef948fd3e VIdeo on How to set up email templates and send email template: https://www.loom.com/share/8032a441fdfe479f95c5857e8a376363 How to add Text Message Templates: Login to Hawksoft > top right click “correspondence templates” > click “Text messaging” > click “Add” > Name the text message template > Click “Ok” > Paste your text template and modify > Top left click “Save” How to send text message templates: must have text messaging added (20$ a month) Go to clients record > click “action” > Internal > Send text > chose text number you are sending it to > chose template > send > click “finish” > hawksoft creates activity note (you can add notes) > click “Ok Screen Capture: https://app.tango.us/app/workflow/How-to-add-text-templates-to-hawksoft-dac567925e3e4b4093a891b18a36bd49 Video on how to set up text message templates and send text message templates: https://www.loom.com/share/c4efcc44876748209bd1d3a06ed5b40a How to integrate E-signature (InsureSign) in Hawksoft: 1. Must be purchased first: - Go to hawksoft market place and add on e-signature (top right setting icon > scroll down to "marketplace">register with billing contact if not registered > verification code to email provided > verify with code and click submit > close and reopen marketplace) To activate e-signature: Click activate >enable e-signature and confirm agency information> user selection window > add each user > submit changes > billing summary > check boxes and then confirm subscription > each user will get emails from both hawksoft and insuresign > open hawksofts link first confirm email > follow the insure sign email instructions and create account > once that is completed > close out hawksoft and reopen (if agency information isn't correct do this) Close marketplace > top right setting icon > agency information > update and save and return to marketplace Click this link to activate: HawkSoft E-Signature | HawkSoft How to add and send Form Letter Templates: Login to Hawksoft > top right click “correspondence templates” > click Form Letters > add form letter > save and close Video: https://www.loom.com/share/0e651ade434c4b219599bee1f194167c How to send the declined coverage w/ e-signature is: Go to customers record > action > print > letter > click on "declined coverage" template > input the coverages the customer declined and agency minimum standards > click "print" > print as pdf > click finish > go to customers record "attachments" > right click the declined coverage form pdf and click "send as e-signature" > formstack pops up > click next > add signature and date to the document > then send > go back to hawksoft and click finish Video: https://www.loom.com/share/0c2fde667e334a138d5e242d1a999e76 How to add proposal templates (policy review forms): Login to Hawksoft > top right click setting icon > correspondence templates > click Proposals > click add > arrow down click template you want (homeowners & personal passenger automobile) > modify if need (add agency standards)> click save Video: https://www.loom.com/share/61206b45077d4a72bd8e26088f44912b How to send Proposal templates (policy review forms): Go to customers record > click the customers policies (home or auto) > top left click print > click proposal > new (second button on the right) > click the policies for proposals > Next > click home then drop down to click the proposal template > edit if needed then close > repeat the same for auto > Click “print preview” to see a preview of how it looks > once it's ready Click “next” > click on the action you want it to do (email,print,save as attachment) > click Finish Video: https://www.loom.com/share/6904472c2650473aabd8efbba05835f2 How to assign Tasks in Hawksoft (Tasks are called suspense in Hawksoft): Go to clients record > click “action” > Click on what you would like the staff member to do (call, email, text,etc) > once you click on what you would like the staff member to do a pop up box called “Add log entry comments” will pop up > type comment/task you want to assign to the staff member > click “suspense transaction” > click “suspense date” > click “assign to” > click “priority” > click “category” > Click “ok” > creates activity note in customers record Video: (time: 1:45-2:49) https://www.loom.com/share/4b2a7268bb1d46a591dff4e53e185399 How to automatically have Hawksoft create a suspense (task) from downloads: Click top right “settings icon” > Click “download configurations” > Click on the tab you would like to set up download rules for: personal/commercial > create whichever rule you would like for it to create an automatic rule Video on how to create automatic tasks: (time: 0:00 - 1:45) https://www.loom.com/share/4b2a7268bb1d46a591dff4e53e185399 How to run a “task”(Tasks are called suspense in Hawksoft) reports in Hawksoft: Login to hawksoft > Top left side click “reports” > Click “suspense” > bottom of pop click “suspense overview report” > List of every staff member using hawksoft will pop up it’ll give you a report total suspense for each staff member and how many are completed/incomplete * if the staff member has to many suspenses you can re-assign task to another staff member by clicking the “re-suspend” button on the bottom left side and click the staff member you want to assign it to Video: https://www.loom.com/share/093b0ffc086d4efb83f0b3e438610e6d How to pull a coverage limit report (ex: every client below BI 100/300) Go to “reports” > click “Agency intelligence” > click “policies in force” > top left click “group by: “policy title” > click on the type of policies you would like hawksoft to pull > Doble click on the policy number > Pulls a report > top right click “layout” > report lay out pop up click “add/edit” > scroll down “auto or home policy” > checkmark each coverage you want on the report > click “ok” > click finish > updates report > click on limits and it'll put them in numerical order > select the clients you want to send a email to by holding your shift key once they are highlighted “right click” > Click new report > you can batch email or click on each clients record Video: (time: :08 - 1:55) https://www.loom.com/share/9a1b8a7781034fe28a302b32e0e42417 How to pull Monoline Policy report: Go to “reports” > click “Agency intelligence” > Click on “no active auto or no active which ever policies youll like > double click on number for it tol pull client report > you can batch email or click on each clients record Video: (time: 2:00 - 2:30) https://www.loom.com/share/9a1b8a7781034fe28a302b32e0e42417 How to send batch email: Pull the report > top left Click “file” > click send email Video: https://www.loom.com/share/c2c220294e6c41a7af7c82be26f13725 |
