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Agency Management System
Policy Balance Hub for HawkSoft
Policy Balance Hub complements HawkSoft by handling the work HawkSoft was never designed for: matching carrier commission statements against your policy book line by line, across every carrier you write.
What the integration does
- Import HawkSoft policy and producer exports
- Reconcile against PDF, CSV, and Excel carrier statements
- Auto-detect commission tiers and split arrangements
- Surface exceptions for human review instead of bulk-approving blindly
- Build month-end and year-end reconciliation reports automatically
Why agencies use it
- Free producers from spreadsheet reconciliation entirely
- Catch chargebacks before they affect cashflow
- Run trust accounting reports your accountant actually wants to see
Frequently asked questions
- Do you support HawkSoft Cloud and HawkSoft 5?
- Yes. Both versions support the CSV exports our platform uses for import. The column-mapping wizard handles minor differences between export formats.
- How long does setup take?
- Most HawkSoft agencies are reconciling their first month's statements within 2–4 hours of signup. The bulk of the time is one-time configuration of commission split rules per producer.
Ready to stop drowning in spreadsheets?
See how Policy Balance Hub can automate premium reconciliation for your agency. Start the trial in minutes — or request a personalized walkthrough.
14-day free trial. No credit card required.