HawkSoft · Insurance
Voksha + HawkSoft
Give your independent agency a 24/7 AI receptionist that answers policy questions, takes claims, and routes calls using HawkSoft data.
What is HawkSoft?
The Voksha + HawkSoft integration is designed for independent insurance agencies that rely on HawkSoft for agency management. Voksha connects to HawkSoft to look up policyholders, review coverage details, and identify the assigned agent for each account. This enables the AI receptionist to handle routine policy inquiries, collect initial claims information, capture quote requests, and route calls intelligently, all without your CSRs needing to pick up the phone for every call.
How It Works
Voksha + HawkSoft Together.
Automated workflows that connect every call to your HawkSoft account.
Policy Inquiry Handling
Callers asking about their coverage receive accurate answers pulled directly from HawkSoft, including policy numbers, coverage types, premium details, and renewal dates.
Claims Intake
Voksha walks callers through a structured claims intake process, collecting date of loss, description of the incident, and involved parties, then logs the claim details in HawkSoft for your team to process.
Quote Requests
New prospects are guided through a qualification conversation and their information is entered into HawkSoft as a new lead with a quote request, ensuring no opportunity is lost to voicemail.
Renewal Reminders
Voksha can proactively call policyholders approaching their renewal date in HawkSoft, reminding them to review their coverage and scheduling a call with their agent to discuss renewal options.
Benefits of Voksha + HawkSoft.
Independent Agency Edge
Compete with large carriers and direct writers by offering the same always-available phone service through AI, while maintaining the personal touch that defines independent agencies.
CSR Time Savings
Your customer service reps spend less time on routine lookups and more time on high-value activities like policy reviews, cross-selling, and building client relationships.
No Missed Opportunities
Every call is answered and every quote request is captured, even during lunch breaks, after hours, and peak seasons when call volume spikes.
Real-World Use Cases.
Small-Town Independent Agencies
Agencies with lean staff use Voksha + HawkSoft to provide big-agency service levels, handling call overflow during busy periods and covering the phones when the team is out of the office.
Multi-Agent Agencies
Agencies with multiple producers use this integration to route callers to their assigned agent in HawkSoft, reducing misdirected calls and improving the client experience.
Yes. Voksha connects to HawkSoft through its API to access policyholder and policy data in real time, ensuring the AI always provides current information to callers. This integration is available on the Voksha Enterprise plan.
Voksha captures endorsement requests from callers, including the requested changes and effective date, and creates a service activity in HawkSoft for your team to process. The actual endorsement is completed by your CSR to ensure accuracy.
Voksha uses a configurable verification process that can include policy number, date of birth, last four of SSN, or security questions. You define the verification requirements based on your agency's compliance needs.
Pair HawkSoft with the right Voksha setup
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Activate the
HawkSoft Integration.
Available with every Voksha plan. Get custom AI workflows, dedicated onboarding, and direct HawkSoft connectivity.