HawkSoft holds your clients, policies, renewals, and activities. But someone still has to read the data, send the follow-ups, and make the decisions. That someone is now OpenClaw.
OpenClaw connects to HawkSoft's Partner API. Client records, policy data, activities, log notes. All of it.
22+
API partners in HawkSoft's ecosystem
38%
of HawkSoft agencies use API integrations
24/7
client follow-up, including nights and weekends
v3 API
two-way read and write-back capabilities
HawkSoft keeps your agency organized. But it still needs you for the work that actually grows your book.
HawkSoft tells you which policies are coming up for renewal. That's helpful. But then you need to pull up each client, check their coverage, draft a personalized email, and send it. Multiply that by 30 or 40 renewals a month. Some get done. Most get a generic template. A few slip through entirely.
A referral comes in or someone fills out a quote request. You see it in HawkSoft. But you're on the phone with a client about a claim, and by the time you circle back to the new lead it's been four hours. Or a day. The prospect already called the agency down the street.
Your team dutifully logs every call, every email, every policy change. That's the right thing to do. But when a client calls in, nobody has time to read through 18 months of log notes before picking up. So you ask the client to repeat things they've already told you. It doesn't feel great for either side.
You have a client with an auto policy and no umbrella. Another with a home policy but no flood coverage in a flood zone. HawkSoft has all the data to spot these gaps. But running reports, filtering results, and then drafting outreach for each one? That's a project nobody starts because there's always something more urgent.
OpenClaw connects to HawkSoft through the Partner API. It reads your client and policy data, makes decisions, and takes action. Here's what that looks like in practice.
OpenClaw monitors upcoming renewals through HawkSoft's policy data. Sixty days out, it pulls the client's coverage details, drafts a personalized email referencing their specific policies, and sends it. Not a mass blast. An individual message that sounds like it came from their account manager.
When a new prospect lands in HawkSoft, OpenClaw picks it up right away. It reads the contact details, sends a personalized email or text within minutes, and starts qualifying them on coverage needs. You're not losing leads to response time anymore.
Every action OpenClaw takes gets written back to HawkSoft as a log note through the two-way API. Emails sent, conversations had, follow-ups scheduled. When you open a client record, the full history is already there. No manual data entry required.
OpenClaw scans your book of business through HawkSoft's policy data and identifies clients missing obvious coverage. Home without umbrella. Auto without roadside. Commercial property without business interruption. Then it drafts targeted outreach for each one, ready for your review or sent automatically.
Before a client call, OpenClaw pulls their full HawkSoft record and gives you a summary: active policies, recent claims, last conversation, upcoming renewal dates, and any open tasks. Two sentences instead of scrolling through months of log notes.
OpenClaw creates and tracks tasks in HawkSoft based on what's actually happening. Client didn't respond to a renewal email? Task created for a phone follow-up in three days. New policy bound? Task created for a 30-day check-in. Your team sees a clean task list every morning with real priorities.
OpenClaw is an open-source AI assistant that connects to the tools you already use and operates them for you. Email, calendar, CRM, messaging. It reads, it responds, it takes action. It runs on your own devices, so your data stays yours.
It's not a chatbot you paste into a website. It's an operator that works behind the scenes, handling the tasks you keep putting off because there aren't enough hours in the day.
Three real scenarios where OpenClaw and HawkSoft work together.
A homeowner's policy is 45 days from renewal. OpenClaw pulls the policy details from HawkSoft, sees the premium increased 12% this year, and sends the client a personalized email explaining the change and offering to shop alternatives. The client replies with questions. OpenClaw answers, schedules a call with the agent, and logs everything back to HawkSoft. The policy renews. No lapse. No lost client.
OpenClaw scans your commercial book in HawkSoft and finds 14 businesses with general liability but no cyber coverage. It drafts individual emails referencing each business by name and industry, explains why cyber coverage matters for their specific situation, and sends them over three days. Two respond wanting quotes. That's new premium you weren't going to find on your own this month.
Someone submits a quote request through your website at 8:30 PM. The contact lands in HawkSoft. OpenClaw picks it up within minutes, sends an email introducing your agency, asks qualifying questions about their current coverage and what they're looking for, and books a call for the next morning. You walk in with a qualified prospect and full context. They never waited.
Three steps. We handle the technical work.
We configure access through HawkSoft's Partner API v3 so OpenClaw can read client records, policy data, activities, and log notes. We also set up the two-way write-back so every action gets logged in HawkSoft automatically. This happens on day one.
Your renewal timeline. Your cross-sell priorities. Your tone of voice. Your qualifying questions for new prospects. We train OpenClaw on how your agency operates so it acts the way your best account manager would. Not generic. Specific to your book and your process.
Renewals get followed up. New leads get contacted. Coverage gaps get identified. Log notes get written. You review the first few days, tell us what to adjust, and we fine-tune. Within a week, it's running on its own.
One-time setup. No monthly fees from us. No contracts.
See if this makes sense for your agency.
Free
Full HawkSoft integration over screen share.
$1,200
We come to your office. NYC area.
$2,400
OpenClaw + HawkSoft is built for insurance agencies. See more:
Book a free 15-minute call. We'll look at your HawkSoft setup together and figure out where OpenClaw can take work off your plate.
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