2. This will bring you to a new window asking what type of policy you are inserting. Personal Policies. Commercial Policies. All Other Policies

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How to Insert a New Client File To insert a new client file you can do this one of two ways. The first way is to manually insert the client file through Hawksoft.

1 How to Insert a New Client File To insert a new client file you can do this one of two ways. The first way is to manually insert the client file through Hawksoft. You would use this method if you are writing a client that you did not quote in IBQ. The second way is exporting Client Files from IBQ into Hawksoft. Inserting a Client File Manually 1. To begin inserting a client file manually you will start by clicking FILE in the upper left hand corner of Hawksoft then you will choose INSERT, and then choose NEW CUSTOMER. 2. This will bring you to a new window asking what type of policy you are inserting. Personal Policies Commercial Policies All Other Policies To insert just a client file with no policies choose NO POLICY

2 3. Actions to perform. If you would like to print any information you can check the box and click Continue. You are not required to choose any box. If you do not wish to print or edit any information click CONTINUE.

3 4. A blank Insert Policy Screen will appear. On this Screen you will complete the information highlighted below. 1. BUSINESS NAME Only complete this section if you are writing a commercial policy under the business name. You will check the BUSINESS Box an you will then complete the TYPE and BUSINESS NAME. You will then still complete step 2 inserting the contact information for the policy holder. *If you are inserting a personal policy skip this step

You are only required to insert the First Name, Last Name, and Contact information.

4 2. NAMED INSURED AND PERSONAL PROFILES To add the Named Insured and Personal Profiles to the Client File click ADD at the bottom of the box. A new window will open to complete. You are only required to insert the First Name, Last Name, and Contact information. Once you have completed the required information click OK. Click ADD to add contact information

Once you input the zip code, click tab on your keyboard and the City and State will automatically populate. Producer 4. Always list the writing or servicing agent as the PRODUCER.

5 3. Next you will enter the MAILING ADDRESS. Only complete the PHYSICAL ADDRESS if it is different than the mailing address. *Tip In you input the street address lines 1 and 2 your cursor will automatically default to the zip code box. Once you input the zip code, click tab on your keyboard and the City and State will automatically populate. Producer 4. Always list the writing or servicing agent as the PRODUCER. This list is in alphabetical order according to the first name of the Agent. The PRODUCER field dictates you will receive the Documents for Review for this client file. 5. If you are inserting a policy with your client files you will click through the tabs on the left side of the screen to complete the policy information. 6. Once you have completed all information you will click FINISH. This will bring up a LOG NOTE BOX. Here is where you can document any notes on your new client and click finish. *You have the option to create a suspense or a flag from this LOG NOTE BOX.

or Home quotes. IBQ will export the quote to your temporary Hawksoft folder.

6 Inserting a Client File from IBQ Highlight the quote you wish to Export. Then from the drop down menu under 'Select, click on Export in either Auto or Home quotes. IBQ will export the quote to your temporary Hawksoft folder. You will receive a message in IBQ stating the quote has successfully been exported.

7 To import the quote into Hawksoft you will need to be logged into Hawksoft. 1. Choose the IBQ Transfer Icon in Hawksoft 2. This will open a new Window. Double click on the file in the folder. Double Click on this file.

8 3. This will prompt you to log into Hawksoft again.

4. The Hawksoft Importer will open. This will search Hawksoft for an existing client. If the client is already in Hawksoft you will choose EXISTING CUSTOMER.

9 4. The Hawksoft Importer will open. This will search Hawksoft for an existing client. If the client is already in Hawksoft you will choose EXISTING CUSTOMER. If this is a new client you will choose NEW CUSTOMER. After your selection you will click Next. 5. Actions to perform. If you would like to print any information you can check the box and click Continue. You are not required to choose any box. If you do not wish to print or edit any information click CONTINUE.

10 6. Now you will see the client and quote information from IBQ in Hawksoft. The only additional information you need to enter is the PRODUCER. If you are the writing and servicing agent this will be your 3 digit Hawksoft code. If you are the CSR, you will list the writing or servicing agent as PRODUCER. Producer 7. Click FINISH and your client file will open for you.

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