Update History

New Look

HawkSoft CMS has a whole new look. Added themes.

Policy List View

See all of the policies for a client in one list

Side Panes

Recently accessed files, calendar view and suspense view are now viewable even if a client is loaded

Permanent New York ID-Card

Added ability to print Permanent New York ID-Cards

ACORD^® Forms

Updated ACORD Forms to use newest available versions

ID-Cards

Added ability to default to Policy Effective and Expiration Date

View Policy by Line of Business

Added ability to view individual Lines of Business

Tabbed Documents

Added Tabbed Documents to Receipt and Commission Reports

Google Calendar Integration

Show your Google calendar on the side panes

Sub-Locations / Building #

Added sub-locations / building list to locations

Validation of GPI Fields

Improved validating of fields on GPI screen

Click and Paste

Coverage and Locations tab now have click and paste capability

Tips and Tricks

New Tips and Tricks now pull from HawkSoft Forums

Certificates of Insurance

New 2010/05 version now included!
Also, create copies of Certificates and other ACORD^® Forms

Contact Alerts

Receive automatic notification when policy contact info is out of date

Uprate Download Rule

Automatically create a suspense and/or mail-list item if a renewal download increased by a userdefined percentage

Letter Editor

Print lists of vehicles, drivers, additional interests, contact info, coverages, locations and policies.
Also 'drag and drop' and 'copy and paste' images!

Commission Statements

New revised format sorts commissions by company and includes sub-totals!

Suspense Overview Report

Enhance management of suspenses with this new report which shows all overdue suspense items by user

Text Message Action

Added 'Text' as an Action Menu from/to item to help properly document text messaging

Occupation Lists

New auto-complete Occupation list added to Personal/Boat/Operator Screens

Zoom Recall

Inbox viewers will now remember the zoom when possible

Next/Prev

A Next and Previous tool bar is now available on the Commercial Auto Driver/Vehicle List

User Defined View

Screen fonts/color, toolbar, toolbar captions, status bar, and log bar are now stored by CMS user

Hide Inactive Policies

Choose whether to 'Show Inactive Policies' or hide inactive policies

Client ID

Copy 'Client ID' to Clipboard like other contact fields

Communication Menu Sub-Lists

Customize the Communication Menu with the actions your office uses most!

Print Proposals

New professional proposal templates now included! Select and edit templates prior to printing

Combined Databases

Update a single list for Certificate Holder, Mortgagee, and LossPayee databases, plus some new fields!

General Policy Info

NAIC Code and Line of Business fields now available!

Change Form

Send and attach Change Forms as PDFs, and customize these messages before attachment to policy

ACORD® Forms

Supporting pages are automatically populated with data from ACORD 127 and 823 forms

Transformation Station Quoting

Improved display of company communications

Client Summaries

Print lists of claims on client summaries

Data Replace

Added Client Source and Client CSR to Data Replace

Data Importer

Automatically create personal screens for Insured 1 and 2. Added personal screen import fields

Proper Case Downloads

Now uses Proper Case on Downloads

HawkLink™

Added Insured's Date of Birth, 2nd Insured's Date of Birth, and 2nd Insured's Social as HawkLink map fields

Policy/Company Setup

Added Paste Special | LOBs/Coverages to the Enhanced Policy tab

Client/Policy Summary

Added ability to Internal | Print | Summary | Client Claims

DBA on ID-Cards

A new checkbox has been added to include DBA Name on ID-Cards

Notes Size

CMS now remembers the size of notes popups by user