HawkSoft, a leading agency management system for independent insurance agencies, has announced a new partnership with RiskAdvisor, a client intake and risk data platform designed to help agencies capture cleaner, more consistent data at the very start of the customer journey.

Through the partnership, HawkSoft customers gain access to a structured intake solution that standardizes how client information is collected—whether entered by prospects, producers, customer service representatives (CSRs), or virtual assistants—before it flows into downstream systems. By improving data quality at the point of entry, agencies can reduce follow-ups, minimize rekeying, and improve efficiency across personal lines workflows.

Independent insurance agencies are facing increasing operational pressure driven by higher submission volumes, tighter underwriting standards, and fragmented technology stacks. The HawkSoft–RiskAdvisor collaboration is designed to address these challenges by introducing a single, consistent intake process that improves accuracy and visibility early in the sales cycle.

Key benefits of the partnership include a standardized intake process for personal lines new business, reduced duplicate and inconsistent data entry across systems, improved data quality before information reaches the agency management system, and greater flexibility to delegate intake tasks without sacrificing accuracy. Agencies also gain improved visibility into early-stage opportunities, helping teams prioritize and respond more effectively.

Historically, many agencies have relied on disconnected web forms, emails, or spreadsheets to collect prospect information. These manual processes often introduce delays and require significant cleanup before policies can be quoted or bound, slowing down the overall customer experience.

“RiskAdvisor was built by an independent agent who experienced firsthand how messy intake and inconsistent data slow agencies down,” said David Watson, Founder and CEO of RiskAdvisor. “Partnering with HawkSoft allows us to meet agencies where they already work, while helping them start every client relationship with clean, structured data that supports better workflows downstream.”

“We are very excited to partner with David and the team over at RiskAdvisor,” said Rushang Shah, Chief Marketing Officer of HawkSoft. “Their platform is very unique and offers significant value in seeing carrier appetite during the intake and quoting process.”

HawkSoft and RiskAdvisor will continue to operate as independent companies. The partnership reflects HawkSoft’s broader strategy of supporting agencies through a robust ecosystem of vetted solution partners while preserving flexibility and choice for customers.