HawkSoft Integrates SALT to Automate and Accelerate Insurance Data Intake

HawkSoft, a Canby, Oregon-based agency management system provider, has integrated SALT's intelligent intake platform to streamline and enhance data intake processes for independent insurance agencies. This partnership automates the collection of client information, reducing manual data entry, minimizing errors, and accelerating the quoting process. SALT's platform pre-fills known data, verifies information accuracy, and eliminates redundant steps, enabling agents to process quotes more efficiently and focus on client engagement. The integration addresses a long-standing challenge in the insurance sector where data collection has been fragmented and prone to inconsistencies. By embedding SALT's capabilities directly within HawkSoft’s system, agencies can maintain their established workflows while benefiting from modernized, consistent, and accurate data entry practices. This alignment supports improved operational efficiency and client service quality. HawkSoft’s Chief Marketing Officer, Rushang Shah, highlights the customization features of SALT’s intake forms, which foster a uniform data collection experience across all prospects and insured clients. The automation of data intake not only saves time but also reduces friction in onboarding new clients, which is critical for agency growth and profitability. This collaborative solution reflects a shared commitment to leveraging technology to modernize insurance agency operations without disrupting current processes. Agencies are encouraged to explore the integration through HawkSoft’s partnership portal to enhance their data management and quoting workflows.