
BETA
HawkSoft <> Certificial
HawkSoft Agency Management System and Certificial have partnered to create a seamless, dynamic insurance verification process experience for HawkSoft Agents and Brokers. You can integrate your HawkSoft and Certificial accounts to simply respond to a single request for insurance or issue and manage proof of insurance for your entire book of business without leaving HawkSoft. With real-time integration, your Policy Holders' coverage information will be dynamically updated for each and every Certificate Holder instantly.
Benefits of Integration
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Allows HawkSoft Agencies, their Policy Holders, and their Certificate Holders to share policy information near real-time
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Automate renewals, with no need to send out Certificates of Insurance ever again
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Notify Certificate Holders of changes to your Client's policy changes between renewals, including limit changes, effective dates, carrier ratings, and more
How to Sync Your Data
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Launch HawkSoft CMS
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Click on the Setup Menu (gear icon, top right)
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Select "Marketplace"
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Scroll down to find the listing for Certificial
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Check the box confirming consent to their Terms and Conditions
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Click "Share Data"
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If you are not yet registered on Certificial, register using the HawkSoft Registration Page - Be sure to add your HawkSoft Agency ID into the "AMS Agency ID" field on the registration form
*If you are already registered on Certificial, please email us at info@certificial.com with
the email address registered and your HawkSoft Agency ID
**Your data will begin syncing with Certificial and may take up to an hour to be
completed