Integration that enables compliant, auditable insurance workflow automation for independent agencies
PathwayPort has enhanced its current API integration with HawkSoft to further enable independent insurance agencies to automate client communication and operational workflows using live data from their agency management system.
Now with two-way API integration, PathwayPort syncs policy, account, and contact data directly from HawkSoft while preserving HawkSoft as the system of record. Agencies can standardize renewals, servicing communications, and retention workflows without duplicating data, increasing compliance risk, or disrupting operations.
The result is insurance workflow automation designed specifically for regulated environments — operationally safe, auditable, and built to scale.
Independent agencies face growing pressure to improve retention, standardize workflows, and maintain compliance, all while managing complex books of business.
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With this integration, agencies can:
- Automate renewals and servicing using live HawkSoft policy data
- Track sent emails and client interactions directly in the HawkSoft Log
- Reduce manual follow-ups with automated engagement tracking
- Store completed surveys as attachments in HawkSoft
- Keep all client communication and insights in one place
This makes it easier for agencies to scale without increasing operational risk.
“PathwayPort was built to work on top of agency management systems, not replace them,” said Alek Mirkovic, CEO of PathwayPort. “Our integration with HawkSoft allows agencies to automate critical workflows using live policy data while preserving compliance controls, audit trails, and the integrity of the system of record.”
“Automation without accountability is a liability,” said Rushang Shah, Chief Marketing Officer at HawkSoft. “What makes PathwayPort’s integration with HawkSoft powerful is that agencies can now move faster on renewals and client communication without sacrificing the audit trails and compliance controls that regulators require.”
The HawkSoft and PathwayPort integration is designed for independent insurance agencies with complex operations that require consistency, documentation, and control. Both companies remain independent and share a focus on long-term stability, secure data access, and real-world agency workflows.
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