HawkSoft API

Overview

HawkSoft is an independent agency management system built specifically for independent insurance agencies that want ownership over their technology stack without dependence on carrier-controlled platforms. It covers client management, policy tracking, certificates of insurance, claims activity logging, and agency reporting. HawkSoft serves independent agents across personal lines, commercial lines, and life and health, with a customer base concentrated in mid-size agencies that value its focus on independent agency workflows rather than carrier distribution priorities.

HawkSoft has no public developer API. There is no developer portal, no documented API reference, and no partner program for programmatic access. Every interaction with client records, policies, certificates, and claims must go through the HawkSoft web interface manually. For insurtech platforms adding HawkSoft to their supported AMS list, AI tools that need to read an agency's book of business, or automation products that handle certificate requests and policy renewals, the absence of any API is a complete block with no official workaround.

Integuru generates a production-ready HTTP API for HawkSoft using direct HTTP requests against the same endpoints the HawkSoft web application uses internally. Client records, policy data, certificates, endorsements, claims, and premium figures are all reachable through Integuru's API in the same time it takes an agent to navigate the HawkSoft interface. The Production plan's 24/7 on-call maintenance ensures that session state and authentication changes are handled before they disrupt your production calls.

The pattern Integuru solves. HawkSoft is built as a web application. The HTTP requests that application sends when an agent opens a client record or generates a certificate are well-structured and stable — they are the same requests the HawkSoft engineering team builds and tests. Integuru maps these requests, manages authentication, and exposes them as a documented HTTP API your team calls directly.

---

Why Teams Need This Integration

The absence of any API creates blockers at every stage of the independent agency workflow.

Insurtech platforms adding HawkSoft support. Renewal automation tools, coverage comparison platforms, and agency analytics products that support multiple AMS systems regularly receive requests to add HawkSoft support. Because HawkSoft has no API, these requests have had no answer. Integuru provides the access layer that makes HawkSoft a viable integration target for the first time, without requiring any change from HawkSoft itself.

Certificate of insurance automation. Independent agencies handle high volumes of certificate requests from clients, lenders, and project owners, each requiring a manual lookup in HawkSoft and a manually generated certificate. list_certificates and get_certificate give certificate automation platforms the data they need to serve certificate requests programmatically, without an agent opening HawkSoft for each one.

Renewal and expiration monitoring. list_policies lets renewal management platforms pull expiration dates and policy terms across an agency's entire book of business on a scheduled basis. Without this, renewal platforms must either rely on manual exports from HawkSoft or skip the agency entirely. get_policy_premium adds current premium figures to the renewal picture, which rate comparison and premium finance tools need alongside the coverage data.

AI agent platforms for independent agencies. AI tools built to assist independent agents with account review, coverage gap analysis, or client communication need access to the same policy and client data that agents see in HawkSoft. list_clients, get_client_detail, and get_policy_detail give these tools the account and coverage context they need to surface useful recommendations without requiring the agent to manually export or re-enter data.

Claims activity tracking. list_claims and get_claim_detail allow external claims management platforms, loss reporting tools, and carrier-facing portals to read claims activity logged in HawkSoft as structured data rather than manual exports. Agencies that need to report open claims to carriers or risk managers regularly pull this data by hand from HawkSoft, a process that does not scale above a few accounts.

---

Insurance Workflows This Integration Covers

The ten planned actions cover the core independent agency workflows that HawkSoft manages:

• Client management: list_clients and get_client_detail surface the agency's account roster with linked policies, notes, producer assignment, and service history. These feed CRM platforms, AI agent tools, and agency analytics products with live account data from HawkSoft.
• Policy tracking: list_policies and get_policy_detail expose the full policy record per client, including coverage details, limits, deductibles, and carrier contact. list_endorsements tracks mid-term changes with effective dates and premium impact.
• Premium data: get_policy_premium retrieves written premium, payment plan, and installment schedule for renewal platforms, premium finance tools, and billing reconciliation workflows.
• Certificate operations: list_certificates and get_certificate support certificate automation portals and holder management tools with COI data, holder information, and additional insured records from HawkSoft.
• Claims logging: list_claims and get_claim_detail provide claims management platforms and loss reporting tools with structured claims activity per client account.

---

Adjacent Integrations

Integuru already operates in the insurance vertical. The GTL integration provides production-ready HTTP API access to GTL's group life insurance enrollment portal — the live anchor integration for the Insurance vertical on Integuru, showing that insurance platform authentication and session management work in production today. The Velocity integration demonstrates Integuru's approach to platforms with no public API: direct HTTP access to a financial platform, with full session management and credential handling covered by Integuru. The Wefunder integration covers 6 live actions on a gated financial platform with complex authentication flows, the same technical pattern that HawkSoft's session-based web application represents.