Overview
HawkSoft is an insurance management solution designed for independent agencies. HawkSoft offers workflows for commercial and personal lines and an auto-documentation process that builds a trail of every client interaction.
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Once you have obtained your Agency ID from Hawksoft and subscribed to Experience.com, you may proceed with the configuration process in the XMP.
Subscribe to Experience.com in Hawksoft
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Configuring the Hawksoft Integration
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To create the connection, some information is required to verify and activate it. Enter the required information and click anywhere in the white space to allow the system to validate the information provided.
Give the connection a name.
Provide the Agency ID you obtained in Hawksoft.
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With a validated connection, the integration panel expands and provides a total display of all pertinent details in the Greenhouse integration. Within the integration configuration panel, no adjustments are necessary; all the required data and settings are preloaded for your convenience. Fine-tune your data filtering preferences effortlessly by setting conditions within individual campaigns.
During this setup, it is essential, however, to designate a reliable point of contact, reachable via email, for error notifications or potential reconnections.
Upon saving and activating the integration, your selected applicant and employee data is seamlessly ingested from Greenhouse to the XMP. This automated process streamlines and enhances your employee experience campaigns and surveys, marking a significant step toward a more insightful approach to fostering a positive workplace culture and efficient hiring processes.