CustomerIQ + HawkSoft
User-friendly agency management system built for independent insurance agencies. Connect with CustomerIQ to automate data entry, sync all communications, and unlock AI-powered revenue intelligence.
What gets synced
The problem
Client communications should live in HawkSoft, but manual entry is painful.
Hours lost each day copying emails and call notes.
Incomplete records create E&O exposure.
No way to see pipeline health or service trends.
Three ways we protect your agency and save you time.
*there are many more, but we thought we'd ease you into it.
E&O Protection
Complete Documentation
Every email, call, and meeting automatically logged to client records in HawkSoft.
Time Savings
Eliminate Data Entry
Stop copying and pasting. CustomerIQ syncs everything automatically.
Visibility
Agency Insights
See producer activity, service trends, and pipeline status across your book.
Powerful features for HawkSoft users
Everything you need to automate your workflow and gain actionable insights.
Seamless Email Sync
All email communications automatically logged to client records in HawkSoft.
Call Notes Integration
Call transcripts and summaries added to client history for complete documentation.
Task Automation
Create tasks and reminders in HawkSoft based on AI-detected follow-up needs.
Client Insights
AI-powered analysis of client communications to identify opportunities and risks.
Easy setup
Get started in minutes
Connect HawkSoft to CustomerIQ in three simple steps.
Install connector
Set up the CustomerIQ connector for your HawkSoft installation.
Configure preferences
Set your sync preferences and automation rules.
Activate sync
Turn on the integration and watch your data flow automatically.
Why teams love CustomerIQ + HawkSoft
Stop wasting time on manual data entry. Let CustomerIQ handle the busywork while you focus on what matters most - your clients.
- Save 2+ hours per day on data entry
- Never miss a follow-up or important detail
- Get AI insights on client health and risks
- Improve team response times by 40%
- Complete audit trail of all communications
- Seamless setup in minutes
Ready to connect HawkSoft?
See how CustomerIQ can transform your workflow with a personalized demo.