HawkSoft

Simplify Agency Management with HawkSoft

Overview

HawkSoft, recognized as a standard-bearer in AMS and CRM, offers robust solutions for the insurance industry. XILO's early adoption of integrating with HawkSoft's AMS has set a precedent for efficient data handling. This integration is primarily utilized by our clients to push valuable data collected from XILO Forms directly into HawkSoft, thereby streamlining agency processes and data accuracy.

How it works

Integrating with HawkSoft is effortlessly managed by your Customer Success Manager at XILO, as there's no need for a separate activation process. When you submit data via a XILO Form, you'll receive a downloadable file. Uploading this file into HawkSoft results in the automatic creation of a new Prospect, complete with all submitted quoting data.

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