HawkSoft
HawkSoft is an insurance agency management system (AMS) for independent property and casualty agencies, covering client management, policy tracking, documentation, accounting, and workflow automation. HawkSoft operates a gated Partner API program that lets vetted third-party technology vendors and agencies read agency, office, client, contact, policy, coverage, vehicle, driver, and log data, and (with 2-way integration) write activities back into HawkSoft as log notes, attachments, and payment receipts. The Partner API documentation is publicly readable at partner.hawksoft.app, but credentials are issued only to approved API Partners, and an agency must opt in to share its data. Endpoints are versioned (V1.8 and V3.0, with V3.0 built on the HawkSoft 6 cloud data model).
APIs
HawkSoft Agencies and Offices API
List the agencies that have authorized a partner and enumerate each agency's offices. This is the entry point for a partner integration - resolve the agencyId and office details...
HawkSoft Clients API
Read client records for an agency. Fetch a single client by id, batch up to a list of clients, list clients changed since a timestamp for incremental sync, and search clients. I...
HawkSoft Log Entries API
Write activities back into a HawkSoft client's log as log notes - the core of HawkSoft's 2-way integration. Partners using write-back post activity records (for example marketin...
HawkSoft Attachments and Receipts API
Write documents and payment records to a client. Post file attachments to a client record and post payment receipts (V3.0). Together with log notes these make up HawkSoft's writ...