HawkSoft · Insurance · Updated Oct 2026
Voksha + HawkSoft
Give your independent agency a 24/7 receptionist that answers every call, takes claims and quote requests, and passes the details to your team in HawkSoft.
What is an AI receptionist with HawkSoft?
Built for independent agencies that run on HawkSoft. Once Voksha support has connected your HawkSoft account, Voksha answers your calls on the first ring, asks your questions and sends the caller's details and a call summary to HawkSoft. It takes claims details, quote requests and policy change requests and transfers callers to the right person, so your CSRs do not have to pick up every call.
Plans and setup: Integrations are included on the Premium and Enterprise plans (not Starter). HawkSoft is set up with Voksha support.
How It Works
Voksha + HawkSoft Together.
What happens on a call once HawkSoft is connected (Premium and Enterprise plans).
Policy Questions
Voksha answers the general questions you have trained it on, takes the policyholder's name, policy number and question, and passes anything specific to their account to your team with a call summary.
Claims Intake
Voksha walks callers through your claims questions (date of loss, what happened and who was involved) and sends the details to HawkSoft for your team to process.
Quote Requests
New callers asking for a quote are asked your questions, and their details go into HawkSoft as a new lead, so no enquiry ends up in voicemail.
Renewal Questions
When a policyholder calls about an upcoming renewal, Voksha takes their question and passes it to their agent with a call summary, or books a review call on Premium if you use a connected calendar.
Benefits of Voksha + HawkSoft.
Big-Agency Phone Service
Offer the always-answered phone service of a large carrier while keeping the personal touch that defines an independent agency.
CSR Time Savings
Your customer service reps spend less time taking messages and more time on policy reviews, cross-selling and client relationships.
Every Call Answered
Every call is answered and every quote request is captured, including over lunch, after hours and during busy seasons.
Real-World Use Cases.
Small-Town Independent Agency
A three-person agency uses Voksha with HawkSoft to cover the phones when the team is busy or out of the office, so clients always reach someone.
Agency with Several Producers
An agency with a handful of producers uses Voksha to ask callers who their agent is and transfer them, so fewer calls go to the wrong person.
Voksha support sets up the HawkSoft connection for you. Once it is connected, Voksha sends caller details and call summaries to HawkSoft. The integration is available on Premium and Enterprise.
No. Voksha takes the endorsement request from the caller, including the change they want and the effective date, and passes it to your team. Your CSR completes the endorsement.
Voksha asks the questions you choose, such as the caller's name and policy number, and includes the answers in the call summary so your team can confirm the caller before discussing their account.
Pair HawkSoft with the right Voksha setup
Other Insurance Integrations
Industries that use this
Activate the
HawkSoft Integration.
Available on the Premium and Enterprise plans. Voksha support sets up the HawkSoft connection with you.