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HawkSoft and RiskAdvisor Join Forces to Transform Client Intake for Independent Insurance Agencies

In a significant move aimed at enhancing operational efficiency, HawkSoft, a prominent name in agency management systems, has partnered with RiskAdvisor, a pioneering platform designed for client intake and data quality. This collaboration, announced on February 5, 2026, marks a vital step in streamlining the workflows of independent insurance agencies struggling with the challenges of data management and client onboarding processes.

Addressing Industry Challenges

The insurance industry continuously faces operational pressures such as increased submission volumes and tighter underwriting requirements. Independent agencies, in particular, have been under significant stress from fragmented technology stacks that hinder their ability to work efficiently. The partnership between HawkSoft and RiskAdvisor aims to address these issues directly by providing agencies with tools that enhance data accuracy and operational workflows.

With the new integration, clients can expect a standardized process for gathering and entering personal information, whether it is from clients directly, producers, customer service representatives (CSRs), or even virtual assistants. This well-structured approach helps minimize data entry redundancies and errors, transforming how agencies manage client interactions from the very beginning of the customer journey.

Key Benefits of the Partnership

Through this partnership, HawkSoft's customers will enjoy several immediate advantages:

• - Elimination of Duplicate Data Entry: Agencies will no longer have to contend with the tiresome tasks of re-entering information across different systems, significantly reducing the workload for staff.
• - Improved Data Quality: With entries being filtered through a standard procedure before being processed into the agency management system, the quality of the data collected is expected to rise substantially.
• - Enhanced Workflow Efficiency: By streamlining the personal lines workflows, agencies can expect fewer follow-ups and delays in policy quote binding as data becomes promptly accessible and reliable.
• - Greater Visibility Into Opportunities: Agencies will now have improved insight into early-stage opportunities, allowing them to make more informed decisions.

A Winning Combination

David Watson, the founder and CEO of RiskAdvisor, emphasized how firsthand experience informed the platform's development, stating, "RiskAdvisor was built by an independent agent who experienced firsthand how messy intake and inconsistent data slow agencies down." As a dedicated solution crafted specifically for agents, RiskAdvisor's mission aligns seamlessly with HawkSoft's goals, making this partnership a strategic and meaningful endeavor for both parties.

HawkSoft's Chief Marketing Officer, Rushang Shah, expressed enthusiasm about the collaboration, describing RiskAdvisor as a unique platform that adds significant value especially during the intake and quoting process. "We are very excited to partner with David and the team over at RiskAdvisor, focusing on improving overall agency operations and client satisfaction through better data management," he stated.

Looking Ahead

Despite this partnership, both companies will continue to operate independently, allowing flexibility and choice for agencies seeking solutions tailored to their specific needs. This collaboration not only highlights HawkSoft's ongoing strategy to cultivate a broad network of vetted partners but also addresses a critical need within the industry for improved operational processes.

Agencies eager to explore this new integration can visit HawkSoft's partner page or request a direct demo from RiskAdvisor to learn how these enhanced tools might benefit their operations.

About HawkSoft

Founded in 1995, HawkSoft has consistently been at the forefront of agency management systems designed specifically for independent insurance agencies. As a solution created by agents for agents, HawkSoft emphasizes effective workflows and a pleasant experience for both staff and policyholders. The company prides itself on a promise that investments in their system will lead to immediate returns within the first year. For more insights into HawkSoft's story and offerings, interested parties can visit HawkSoft's website.

About RiskAdvisor

RiskAdvisor stands out as a client intake and risk data platform informed by the experiences of independent insurance agents. By striving to enhance the intake process and maintain high data quality, RiskAdvisor aims to diminish manual workloads while improving delegation efficiency across personal lines workflows. For more details and to experience RiskAdvisor's capabilities, agents can visit the platform's official website.

This partnership marks a pivotal moment for independent agencies, promising streamlined operations and better client experiences moving forward.