HawkSoft and SALT Launch Integrated Intelligent Intake Solution to Streamline Agency Data Collection

08 December 2025 | Monday | News

New API-driven integration automates client intake, boosts data accuracy, shortens quoting time, and frees agents from manual data entry—advancing a more efficient, tech-enabled future for independent insurance agencies.
Picture Courtesy | Public Domain

Picture Courtesy | Public Domain

HawkSoft and SALT are announcing a new integration that helps independent insurance agencies improve the accuracy and efficiency of their data intake. SALT's intelligent intake platform is now available as an integrated package with HawkSoft, giving agencies a faster, more consistent way to collect, verify, and structure the client data that powers their operations.

Client acquisition has long been slowed by manual intake, incomplete forms, and error-prone data entry. This partnership changes that by combining HawkSoft's management system with SALT's automated intake, helping agencies slash administrative time, speed up quoting, and power new business confidently from the first interaction.

  • Accelerates the industry's shift toward automated, tech-enabled client acquisition.
  • Shows how API-driven integrations reduce operational drag across carriers, agencies, and policyholders.
  • Demonstrates how modern intake solutions improve data quality, which influences quoting, renewals, and retention.
  • Cuts client intake time by eliminating repetitive data entry and pre-filling information with verified data.
  • Reduces back-and-forth with prospects by ensuring accurate, complete forms on the first attempt.
  • Shortens time to quote and improves close rates by giving agents cleaner data—whether intake happens online or by phone.
  • Frees producers and account managers to focus on selling and service rather than chasing missing details.

"Independent agencies run on data, but the process of collecting it has historically been fragmented and inconsistent," said Dustin Parker, SALT Co-Founder. "Our collaboration with HawkSoft brings the industry one step closer to data intake that is accurate from the start—no rekeying, no cleanup, no friction. HawkSoft has built a platform that agencies trust, and we're proud to help power a more efficient, modern intake experience for agents and their customers."

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