Integrations

Quotamation + HawkSoft

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

  1. Intake & Quote

    Capture client information and quote in Quotamation.

  2. Move Data to HawkSoft

    When you are ready, transfer the completed quote and client intake into HawkSoft.

  3. Continue in HawkSoft

    Work the account in HawkSoft; return to Quotamation for the next quote.