How do I integrate HawkSoft with Certificial?
HawkSoft Agency Management System and Certificial have partnered to create a seamless, dynamic insurance verification process experience for HawkSoft Agents and Brokers.
You can integrate your HawkSoft and Certificial accounts to simply respond to a single request for insurance or issue and manage proof of insurance for your entire book of business without leaving HawkSoft. With real-time integration, your Policy Holders' coverage information will be dynamically updated for each and ever Certificate Holder instantly.
Benefits of Integration
Allows HawkSoft Agencies, their Policy Holders, and their Certificate Holders to share policy information near real-time
Automate renewals, with no need to send out Certificates of Insurance ever again
Notify Certificate Holders of changes to your Client's
How to Sync Your Data
Launch HawkSoft CMS
Click on the Setup Menu (gear icon, top right)
Scroll down to find the listing for Certificial
Check the box confirming consent to their Terms and Conditions
Click "Share Data"
Register on Certificial using the HawkSoft Registration Page - Be sure to add your HawkSoft Agency ID into the "AMS Agency ID" field on the registration form
the email address registered and your HawkSoft Agency ID
**Your data will begin syncing with Certificial and may take up to an hour to be
Problems Receiving Certificial Emails
Due to broadened security parameters, it is common that certain websites, platforms and emails are blocked by the IT department of many companies. If you're unable to receive the verification email after registering, Certificial is likely falling ...
Managing renewals on Certificial
Editing the effective date of a policy in the Certificial system will automatically generate and send new COIs to all current cert-holders of that policy. To renew a policy system, navigate to your "Clients" page. Select the "More Options" icon ...
For Agents new to Certificial and looking for help... here is a guide to available resources Guided Assistance Most questions and issues can be addressed using the built-in Guided Assistance Tab available on the Certificial platform. This tab will ...
Agency Management Systems ("AMS") integration
Certificial is designed to work together with your Agency Management System. As we integrate with the leading AMS providers, policy data entered in your AMS will become available on Certificial and vice versa. Changes made on your AMS will be ...
Requestor Quick Reference Guide