Document Retrieval in HawkSoft with Intelligent Automation

Automate document retrieval from over 100+ carriers. Give your team their time back.

How We Do It

Eleviant’s automation bot logs into carrier websites and downloads policy documents. Our bot updates document names based on specified rules and uploads them to attachments section in your HawkSoft AMS.
The bot repeats the retrieval process for every policy round the clock, 24/7, no matter the volume.

See The Bot In Action

The Need For Automation

Insurance agencies & brokerages today face relentless pressure to do more with less. Agencies like yours deal with hundreds of documents from multiple carriers and can lose upwards of 50+ hours from manual retrieval. That’s time your team could spend on building relationships and growing your agency. Our bots automate your HawkSoft document retrieval with precision and speed.
Rapid ROI: Experience positive returns in less than six weeks due to minimal setup costs and a straightforward recurring fee model.
Seamless Integration: Bots can also be extended to integrate with your CRM system like AgencyZoom.

Numbers That Speak For Themselves

100+

Carriers Support

2X

Faster AMS Processes

50+

Hours Saved Per Month

100%

Accuracy

ROI

Within 3 Months

100%

Automated

Numbers That Speak For Themselves

100+

Carriers Support

2X

Faster AMS Processes

50+

Hours Saved Per Month

100%

Accuracy

ROI

Within 3 Months

100%

Automated

Carriers We Support

Our bot readily integrates with your Applied Epic system and can extract statements from popular carriers including Travelers, W.R Berkley, Markel and many more.

Why Eleviant

With over a decade of automation experience, we design, develop, and deploy bots tailored to the unique process needs of businesses across industries, saving time and money while improving operational efficiency.
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