Works with HawkSoftFor independent insurance agencies · US

Automation on top of HawkSoft.
Without changing how you work.

Your CSRs keep working in HawkSoft exactly as they do today. We sit on top and clear the daily service grind — certificates, renewals, endorsement requests, and ACORD prep — pulling the data straight from the HawkSoft policy so nobody builds the same document twice.

Book a consultation See how it worksFlat $2,499 or $4,499 / mo · cancel anytime
Monday, 7:42am
loom · 4:12

Every COI request, I open HawkSoft, find the policy, build the certificate by hand, email the holder, then log the activity. That is half my day.

— what you’d send us

FRIDAY
Friday, 9:30am
running · v1.0
read the policy from HawkSoft
issued + emailed the COI
logged the activity back
~6 hours saved · every week
What we build on top of HawkSoft

The HawkSoft busywork
worth automating.

We read what is already in HawkSoft and handle the repetitive steps around it. Deterministic where a wrong number matters, AI where it earns its seat — and you approve which is which.

Certificates, issued for you

COIs built from the HawkSoft policy, sent to the holder, and logged to the account — even the recurring holders that come in every week.

ACORD forms, prefilled

ACORD 125 / 126 / 130 / 140 generated from the HawkSoft record and rule-checked, so the application is ready instead of half-blank.

Endorsement requests

Common change requests drafted from the policy, routed to the carrier, and written back to HawkSoft when they are confirmed.

Renewals that prep themselves

Upcoming renewals surfaced from HawkSoft and packaged for the producer before they slip past the expiration date.

Loss runs & messy docs

Loss-run requests drafted to the prior carrier, and unstructured PDFs parsed into structured fields on the HawkSoft record.

Want to feel the data plumbing before you book? A few of these run free, no signup: you can autofill an ACORD from a DOT number, decode a VIN, or browse all the free tools.

How it actually works

You record a Loom.
We do the rest. Same week.

No statement of work, no change orders, no “out of scope.” A named build lead in your Slack from day one, working inside the HawkSoft setup you already have.

01
Monday
↳ You

You send a Loom.

Screen-record the HawkSoft task that eats your week. No script — “every Monday I copy these into HawkSoft and email the agent.” Don’t know what to record? We have a five-question prompt.

02
Same day
↳ Your build lead

A real human replies — by name.

Your build lead watches the Loom and replies in your shared Slack with what she heard, what she’d build, the time it saves, and a one-line confirmation: “demo Friday at 10.” The recommendation comes before we build.

03
Friday, 10am
↳ You + your build lead

You watch it run on your real data.

Not a mockup. The actual automation, inside HawkSoft, running on this morning’s data. We screen-share, you click around, you push it. We keep building until you say “that’s the thing.”

04
Every week after
↳ Us, quietly

It keeps working. We keep watching.

Carriers change portals. APIs deprecate. Your team adds a column. We get the alert before you do — most of the time you find out something broke only because we Slack you the fix.

What clients actually say

Engineers who already speak insurance.

It is like having an in-house fractional head of engineering and a fully functional dedicated team.

Adam Smith
VP of Product · Truckerpath Insurance
50% saved

Alfabolt took over our digital platform and internal systems, improved functionality fast, and cut hosting and infrastructure costs by 50%.

After just a few months, they were a fully integrated part of our team.

Julie Zimmer
CEO · Luckytruck
FAQ

HawkSoft questions, answered.

Do you work with HawkSoft?

Yes. We run on top of HawkSoft and automate the repetitive service work around it — certificates, renewals, endorsements, and ACORD prep — pulling the data straight from the policy. Your CSRs keep working in HawkSoft exactly as they do now.

Do our CSRs have to change how they use HawkSoft?

No. There is nothing new to learn and no rip-and-replace. We automate the document prep, filing, and follow-up that happen around HawkSoft; the way your team uses the system stays the same.

Is this just AI? How do we trust it on a certificate?

We use LLMs where they earn their seat — parsing documents, drafting emails. We do not use them where a hallucinated limit could send a wrong COI. Your runbook lists what is AI vs. deterministic, and you approve every category.

Can it handle our recurring certificate holders?

Yes — that is the sweet spot. The repeat COIs that come in every week are exactly the kind of deterministic, high-volume work we take off your CSRs’ plates.

What happens when a carrier changes its portal?

We catch it from monitoring, push a fix, and your run keeps going — most of the time you find out only because we Slack you that it is handled.

How fast can we get started?

Send a Loom on Monday and you watch it run on your real HawkSoft data that Friday. Month to month, you own everything, cancel anytime.

The next 20 minutes

Bring the HawkSoft workflow eating your Mondays.
Leave with a plan.

Twenty minutes, no deck. Show us the HawkSoft task, we tell you whether we can automate it and what it would cost. If the answer is no, we’ll tell you who can.

Book a consultation 4 onboarding spots remaining for June