Product Overview
- View client data from the web on any mobile device
- HawkSoft Agent Portal gives your agency freedom to view client data from a web browser on any mobile device—smartphone, tablet, or laptop—all included in your HawkSoft subscription at no additional cost. Whether you’re at lunch with a prospect or on the road headed to an insured’s home or place of business, Agent Portal brings details like contact information, policy data, and coverages to your fingertips.
Specifications
- Access Anywhere
- Log into Agent Portal through a web browser on any device using your HawkSoft login.
- Easy Client Lookup
- Search a name, business, address, phone number, or email anywhere on the client file.
- Control Access
- Control which employees have access to Agent Portal with user permissions.
- View Policy Data
- See General Policy Information at a glance or drill deep into coverages, vehicles, hazards, and more.
- One-touch Contact
- Place a call or send email to a client with a single tap from their contact info.
- Launch Maps
- Tap an address to launch it in your device's map application.
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