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Seller data guideShort answer: You need a policy history that includes cancellations, and premium and commission by carrier by month. Ask HawkSoft support for an export with the fields below — or send them the request at the bottom of this page. Customer names aren't needed.
HawkSoft has accounting and advanced reporting built in. Ask support for the policy history export and a commission report by carrier by month, using the field list below.
Named exactly as the source names them. Versions and licenses differ, so use the names to start the conversation with support, not as a promise of what your screen shows.
The Agency Intelligence customer KPIs include "customers added and lost in the last year" and retention ("how long customers are staying with you and what percentage of them stay"); the policy KPIs include "policies sold, added, and lost in the last year". You can drill down to the underlying policyholders. (blog.hawksoft.com)
From a report, click Print, then "Export to export it as a PDF, Excel file, or image; or Send to email it". Commission: "Import commission statements from carrier downloads or Excel/CSV files". There's a Partner API that lets agencies "opt-in to data sharing with API Partners", who can "read client and policy data". (blog.hawksoft.com)
HawkSoft has "grown organically without outside investors" and committed to "remaining privately owned" — the only one of the seven not owned by Applied or Vertafore. (prnewswire.com)
Sources checked 2026-10-05. Where a source is a consultant or user group rather than HawkSoft, it says so.
Phone: 866-884-4680, option 3 (HawkSoft support)
Send this to support as-is. It asks for the output, not a particular screen, so it works whatever version you run.
Hi HawkSoft support, I need two exports from our agency's data and want to make sure I get the right reports: 1) A policy / transaction history covering January 1 three years ago through the most recent date available. It must include: - A unique policy or customer ID (names are not needed — de-identified is fine) - Carrier and product / line of business - Written premium and agency commission - Effective date and expiration date - Transaction type: new business, renewal, rewrite, endorsement, cancellation - Status - Cancellations and non-renewals — not just the policies in force today If the system can only export active policies, please also run the same report as of 12 months ago. 2) Premium and commission by carrier, by month, for the last two complete years and year to date, with commission income and agency fee income shown separately. Customer names are not needed; IDs are fine. Excel or CSV works best. Can you tell me which report(s) produce this, or run it for us? We'd also like written confirmation that our full book and its history can be exported. Thank you.
Send what you have. Partial data is better than none — we'll tell you exactly what's still missing. See the full checklist or start a confidential conversation.
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