What is it and how does it work?
The HawkSoft + Bold Penguin integration allows users to prefill application information from their client policy data in HawkSoft into the Bold Penguin Terminal. This integration uses the HawkLink technology provided by HawkSoft for prefilling information. Steps to integrate these two platforms can be found in the “HawkSoft + Bold Penguin Integration How To” guide.
How do I sign up?
You don’t have to sign up to use this feature - if you have HawkSoft and Bold Penguin, follow the steps in the ‘How-To’ guide to get this feature turned on and you’ll be ready to start prefilling data from HawkSoft into the Bold Penguin Terminal!
How much does it cost to use this feature?
It’s free! The HawkSoft integration is included as part of the Bold Penguin Terminal License fee and included as part of the HawkSoft AMS features.
Why did Bold Penguin build this integration?
Bold Penguin simplifies commercial insurance. One of the ways we can accomplish this goal is to make agents’ lives easier by eliminating the re-keying of information. By partnering with HawkSoft, we are able to take data you’ve already entered into your AMS and prefill applications in the Bold Penguin Terminal to save you, and your customer’s, time and improve your quoting experience.
How many customer data fields are mapped?
The HawkSoft integration supports over 20 data fields. The availability of these fields in an application depends on the customer information provided and the policy type being mapped. If the policy includes all the mappable fields, it will prefill through part of the “Business Details” page in the Terminal application. Available fields include:
Insured Name
Business Name
DBA
Email
Phone
Address
Coverage Type(s)
Business Class (NAICS)
Legal Entity
Tax ID (FEIN or SSN)
Do I need to do anything "techy" to use this?
No! All you need to do is visit the Bold Penguin bridge URL (https://bridge.boldpenguin.com/hawksoft) using HawkLink and follow the “How To” guide. We’ve already done the technical work so you don’t have to!
Do I need to use a specific browser?
Yes, this is a Google Chrome Extension provided by HawkSoft and is only compatible with a Chrome internet browser.
Do I need a specific version of HawkSoft to use this?
This integration will work with any version of HawkSoft.
Can I be in the Bold Penguin Terminal and find HawkSoft customer data to import and quote?
At this time, the integration between Bold Penguin and HawkSoft only allows data to be pushed from HawkSoft into the Bold Penguin Terminal. Agents must begin inside HawkSoft from a specific client’s page in order to transfer data over to the Bold Penguin Terminal.
How do I know which fields are imported from HawkSoft into the Terminal?
Any fields that were prefilled using your HawkSoft data are marked in the application with the label ‘Prefilled by HawkSoft’ under the form field.
Why do I still need to fill out information in the Bold Penguin Terminal?
The HawkSoft + Bold Penguin integration enables you to send 22 fields from a policy in HawkSoft and prefill them in a Terminal application. There are additional questions carriers ask that still need to be answered in the Terminal to finish your application.
Can I update data I entered in the Terminal back to HawkSoft?
At this time, you are only able to start in HawkSoft and send policy data to Bold Penguin. We hope to increase functionality in the future!
What should I do if I get an error message?
If you get an error message saying “Your quote application could not be started,” please return to HawkSoft and try again in case there was a temporary technical error. If you get the same error message again, please reach out to support@boldpenguin.com to provide details about the problem you encountered.
Where can I go if I still have questions?
Please reach out to your customer support manager or directly to support@boldpenguin.com and we’ll be happy to answer any questions you may have and help you start prefilling data from HawkSoft!