Keep your clients for life
Give your clients an app with your agency's name on it for everything they own and insure, automatically synced with your HawkSoft book. When their entire household relies on you, they don't shop around. They come back to you.
Why agencies use UnifyOS
Keep more clients, write more business, spend less time on service
HawkSoft knows the policies. UnifyOS adds everything those policies are meant to protect, and gives your clients a reason to stay.
The center of their world
Your agency becomes the center of your clients' households and small businesses, in an app with your name on it. That's a reason to stay that a cheaper quote doesn't replace.
Always in sync with HawkSoft
Once a client registers, their UnifyOS account stays connected to their HawkSoft record. When they get a new policy, it shows up in UnifyOS automatically.
Service requests, handled
Certificates, ID cards, vehicle changes and claims arrive as complete requests, not phone calls, and each one walks your team through to done.
Find the premium you're missing
See everything a household owns and you see what isn't covered: contents that outgrow Coverage C, unscheduled valuables, homes and vehicles that aren't on a policy yet.
New business, ready to quote
Clients who register on your portal are added to HawkSoft automatically, so they're ready to quote without re-keying a thing.
A more efficient agency
Agents stop looking up policies, answering routine questions and following old, manual procedures. UnifyOS handles the busywork so your team can focus on clients.
Fewer support calls
Clients find answers about their coverage and documents before they think to ask, which cuts the cost of customer support.
Lower loss ratios
Complete, documented inventories and coverage side by side mean more accurate placement, fewer surprises at claim time, and a clear record when questions come up.
iPhone · iPad · iPhone Duo
Your agency, in your clients' pockets
A native app for iPhone, iPad and iPhone Duo. Clients sign in to your agency's branding and carry their household, policies and documents with them.
- Your agency's branding from the first screen
- Face ID, Touch ID, two-factor and passwordless sign-in
- Policies with coverage details, plus documents to view, share and upload
- Certificates, ID cards and policy changes requested in a few taps
- Split-view layouts on iPad
How it works
Built on the book you already have
No re-keying and no new system of record. UnifyOS starts from HawkSoft and fills in the rest.
- 1
Connect HawkSoft
Authorize UnifyOS for your agency. HawkSoft stays your agency management system; UnifyOS reads from it.
- 2
Bring in a household
Search your UnifyOS households and your HawkSoft book together, then add a client in one click. People, homes, vehicles, pets, policies, coverages and claims come across, and property and vehicle details are filled in for you.
- 3
Invite the family
Share the household with its members and choose exactly what each person can see. They sign in on the web or on iPhone and iPad, under your agency's brand.
Service requests
Client requests, handled from start to finish
Clients ask for what they need from the mobile app or the web, and every request lands in your agency's queue with the details already filled in. Each request type walks your team through the steps to complete it, and the client is notified when it's done.
- Certificates, ID cards, vehicle and address changes, claims and more
- One queue for your agency, with overdue and due-today at a glance
- Step-by-step checklists and a complete history on every request
- Clients see where each of their requests stands
Cross-sell
Find the premium you're missing
When you can see everything a household owns, you can see what isn't covered. UnifyOS builds a room-by-room inventory from photos, compares it with the home's Coverage C, and shows you where the gaps are.
- Contents totals against Coverage C, with any shortfall called out
- Scheduled jewelry, art and other floaters recognized, so unscheduled valuables stand out
- Homes and vehicles discovered beyond what's on the policy
- Up to 20 photos per room, turned into an itemized list
Households
A complete, living picture of every household
Each household or business is modeled the way it actually lives: the people in it, every property down to its rooms and contents, every vehicle from the family car to the boat, and the pets.
- Homes with their rooms, systems, features and contents
- Autos, motorcycles, RVs, boats and aircraft, with VIN, hull and tail-number lookups
- Pets, from the family dog to a barn full of horses
- Policies, coverages, claims and documents next to what they cover
Built to hold what matters most
Households trust you with a detailed picture of their lives. UnifyOS is designed to keep it that way.
Least-privilege sharing
Every person sees only the areas and items they've been given.
Isolated by agency
Each agency's data is kept separate at the tenant level.
Encrypted on AWS
Encrypted database storage behind a web application firewall.
Strong sign-in
Two-factor, passwordless codes, and Face ID on iPhone and iPad.
Questions agencies ask
Don't see yours? Get in touch and we'll answer it.
See your book the way your clients live
Book a demo and we'll walk you through UnifyOS alongside your HawkSoft workflow, on the web and on iPhone and iPad.
Book a demo