Quote home and auto in Quotamation, then move client and quote data into HawkSoft so your team can keep working where they are already comfortable.
Why agencies use this integration
Quote where you intake
Run intake and quotes in Quotamation across your connected carriers.
Data carries forward
After quoting, transfer intake and quote details into HawkSoft without starting from scratch.
Two systems, one workflow
Service clients in HawkSoft; return to Quotamation whenever you need to quote again.
How it works
Intake & quote
Capture client information and quote in Quotamation.
Move data to HawkSoft
When you are ready, transfer the quote and client intake into HawkSoft from your completed visit.
Continue in HawkSoft
Work the account in HawkSoft; return to Quotamation for the next quote.