The SALT integration with HawkSoft makes it easy to push prospect and quote data directly into your HawkSoft management system, streamlining workflows and reducing double entry.
What the Integration Does
Once enabled, this integration allows you to:
• Import submission-level prospect, home, and auto data from SALT into HawkSoft.
• Access HawkSoft download links within each submission.
• Download a HawkSoft-compatible policy file (CMSMTF format) for each submission.
• Open and import that file directly into HawkSoft.
Getting Started
Connect SALT & Hawksoft by navigating to Integrations and switching the toggle to the on position.
Sending Data from SALT to Hawksoft
The HawkSoft integration is powered by HawkSoft’s CMSMTF file format. Follow the steps below to generate and use these files:
📥 Download a HawkSoft Policy File
Find the submission you want to send to HawkSoft within SALT.
Select the submission and navigate to the Lines of Business tab.
From the left-hand sidebar, click on the HawkSoft integration option.
Click to download the CMSMTF file for the policy you’d like to import.
Open the downloaded file using HawkSoft to complete the import.
Note: At this time, this integration does not pull data back from HawkSoft into SALT. This is a one-way push from SALT to HawkSoft.
Need Help?
If you need assistance setting up the integration or troubleshooting an issue, reach out to our support team via chat or email. We’re happy to help!