[HawkSoft, Inc.]
HawkSoft, Inc.
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Client Management System

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CMS Version 3.01.08
Date: 12/19/2008
AL3 Export
  • Updated  On export of AL3, added Agency's ID for Insured. This will help with IBQ so as to link related quotes.
  • Updated  Added support for exporting Personal Umbrella in the AL3 Format.
Auto Policy
  • In auto driver screen, added check for "Do NOT Update MVR from Download".
  • Updated  Updated Make/Model files to include a more complete list of 2009 vehicles and some 2010.
Boat Policy
  • Added misc coverages to the boat policy.
  • Added drivers license and drivers license state to Boat Operators.
CMS
  • Updated  Added ability to choose a blank in the Business Type field on the Name/Address screen.
Download Viewer
  • Updated  Boats now display Speed, Propulsion Type, Territory Code, Cost New, Racing Indicator , Hull Material Type and Serial Number
  • Updated  Policy Type code now displays the definition instead of just the code.
  • Updated  Umbrella: Underlying coverage information is now displayed on the dec view.
Downloads
  • Updated  Added DBA Name to Name Parsing Dialog.
  • Updated  Progressive will now be sending their boat policies in watercraft al3 format starting on New Buisiness or the next Renewal. HawkSoft will automatically convert a boat policy that has been entered as an Auto Policy Type in HawkSoft to the Boat Policy Type.
  • Updated  The business type now imports from the download.
Enhanced Policy
  • Updated  Added E&O as a Line of Business Code.
QuickBooks Integration
  • Updated  Updated error message when QuickBooks is not loaded so that we can see the actual error message that QuickBooks is returning instead of just our interpretation of it. This will help in the debugging of QuickBooks Online issues.
Report Generator
  • Updated  Added Client Producer to Report Generator as an output field and a filter.
  • Updated  Added additional Email and Phone fields to Report Generator.
Start Page
  • Updated  Redesign of start page. Hyperlinks are no longer underlined unless you hover over them. The font on the main screen matches the font on the left bar.
Support
  • Added Help | Support and Help | Forums menu entries.
User-List
  • Updated  Added User Templates to ease adding of users with specific roles.



CMS Version 3.00.33
Date: 09/30/2008
Accounting
  • Updated  When creating Account Current checks, the memo field now contains the Customer Name instead of the words "Account Current Payment". Also the amount sent over is now the full amount of the invoice instead of the full amount less the retained commission.
ACORD Forms
  • Added ACORD 178 Wisconsin Truckers Application (2003/10)
  • Added ACORD 410 Small Farm/Ranch Application (2004/04)
  • Added ACORD 004 Wisconsin Employer's First Report of Injury or Disease
  • ACORD Form 125 SUP Additional Premises - The form had grey bars across the locations causing some information to be hidden. In addition, the ACORD Form 125 SUP has been replaced by ACORD 823 Commercial Insurance Application Additional Premises (125 Supplement)
  • Added ACORD 133 - Wisconsin Worker's Compensation Insurance Pool (2005/09)
  • Added ACORD 134 Wisconsin Supplementary Non-Election Form
  • Added ACORD 135 - Wisconsin Supplementary Election of Coverage Form (1999/08)
  • Added ACORD 136 Wisconsin Supplementary Limited Coverage Request
  • Added ACORD 138 - Indiana Garage and Dealers Coverages/Limits Section (2006/10)
  • Added ACORD 138 Wisconsin Garage and Dealers Coverage/Limits Section (2007/09).
  • Added ACORD 177 Wisconsin Business Auto Application (2003/10)
  • Added ACORD 97 - Wisconsin Automobile Application (2003/10).
  • Added Acord 11 - Auto Accident Information Form (1995/02)
  • Added Acord 57 - SR-26 (1997/01)
  • Added Acord 12 - Exchange of Information (1995/02)
  • Added Acord 13 - Witness Card (1995/02)
  • Added Acord 137CT - Connecticut Commercial Auto Coverages/Limits Section (2005/11)
  • Added Acord 138CT - Connecticut Garage and Dealers Coverage/Limits Section (2005/11)
  • Added Acord 173CT - Connecticut Workers Compensation (2006/08)
  • Added Acord 50CT - Connecticut Auto Insurance ID Card (2007/05)
  • Added Acord 61CT - Connecticut Auto Supplement - Informed Consent Form UIM Coverage (2004/11)
  • Acord 823: Added the location numbers to the form name. Acord 823A: added this form to accommodate the newer 125 forms which has 4 locations on page 1
  • Added Acord 66CT - Connecticut Fair Plan Application for Property & Liab Ins (2006/06)
  • Added Acord 90CT - Connecticut Personal Auto Application (2005/11)
  • ACORD 101 - Additional Remarks Schedule (2008/01)
  • ACORD 137 - Missouri Commercial Auto Coverages/Limits Section (2005/04)
  • ACORD 137 - Montana Commercial Auto Coverages/Limits Section (2003/09)
  • ACORD 138 - Kansas Garage and Dealers Coverages/Limits Section (2008/07)
  • ACORD 138 - Missouri Garage and Dealers Coverage/Limits Section (2008/08)
  • ACORD 159 - Schedule Of Property Limits (2004/03)
  • ACORD 188 - Employment Related Practices Liability Section (2003/02)
  • ACORD 193 - Open Cargo Section (2001/02)
  • ACORD 194 - Truckers/Motor Carrier Supplement (2001/05)
  • ACORD 195 - Design Professional's Individual Property Survey (1996/10)
  • ACORD 199 - Application Supplement (1999/01)
  • ACORD 210 - Yacht Section (2001/05)
  • ACORD 225 - Policyholder's Report (1998/01)
  • ACORD 226 - Statement Of Premium Adjustment (1993/03)
  • ACORD 26 - Policy Certification Log (2002/01)
  • ACORD 302 - Flood Insurance General Change Endorsement (2008/06)
  • ACORD 304 - Flood Insurance Cancellation / Nullification Form (2008/06)
  • ACORD 325 - Aviation Insurance Application (2006/06)
  • ACORD 326 - Aviation Property Supplement (2006/04)
  • ACORD 327 - Airport and FBO Liability Section (2006/04)
  • ACORD 328 - Private Hangar Liability Section (2006/04)
  • ACORD 329 - Aviation Products Liability (2006/04)
  • ACORD 330 - Aircraft Section (2006/08)
  • ACORD 331 - Pilot Experience (2006/06)
  • ACORD 332 - Hangar Schedule (2006/04)
  • ACORD 406 - Agriculture Supplement (2007/09)
  • ACORD 407 - Livestock Mortality Section (2007/09)
  • ACORD 408 - Equine Liability Supplement (2007/09)
  • ACORD 501 - Surety Report of Execution (2004/07)
  • ACORD 58 - Notice of Canncellation or Termination of Policy (2007/11)
  • ACORD 610 - Premium Payment Supplement (2003/09)
  • ACORD 63 - General Fraud Statement (2008/08)
  • ACORD 64 - Flordia Auto Supplement (2008/06)
  • ACORD 72 - Certification of Mobile Home Tie Downs (2007/10)
  • ACORD 801 - Railroad Protective Liability Supplement (2002/01)
  • ACORD 802 - Hotel/Motel Supplement (2007/07)
  • ACORD 807 - Directors & Officers Liability Section (2008/01)
  • ACORD 808 - P&C Agency Appointment Form (2008/05)
  • ACORD 812 - Agency Questionnaire (2006/02)
  • ACORD 813 - Request for Proof of Property Insurance (2005/03)
  • ACORD 816 - International Property Exposure Supplement (2005/06)
  • ACORD 817 - P&C Producer Appointment Form Appointment Section (2007/08)
  • ACORD 818 - P&C Producer Appointment Form Background Questions (2007/08)
  • ACORD 819 - P&C Producer Appointment Form Additional Appointment or Termination (2007/08)
  • ACORD 822 - Personal Auto Application Supplement-Driver Work/School Address Information (2006/02)
  • ACORD 825 - Professional/Specialty Insurance Application (2008/01)
  • ACORD 827 - Employment Practices Liability Insurance Section (2008/01)
  • ACORD 828 - Fiduciary Liability Coverage Section (2008/07)
  • ACORD 857 - California Earthquake Authority (2008/10)
  • ACORD 99 - Personal Auto Application Schedule Additional Accidents/Convictions Section (2008/01)
  • ACORD 103 - Personal Auto Application Schedule Additional Resident and Driver Information Section (2008/01)
  • ACORD 90 Missouri Personal Auto Application (2008/08)
  • ACORD 64 Insurance Placement Facility of Pennsylvania-Basic Property Insurance Application (2006/08)
  • Updated  ACORD 125 Supplemental Locations- Data in the gray areas was not showing on the attached pdfs. The form has been updated to not include the gray bars.
  • Updated  Added new version of ACORD 4 - Workers Comp First Report of Injury or Illness (2008/01)
  • Updated  ACORD 50 Flordia Insurance ID Card - Updated to newer version (2008/02)
  • Updated  New version of ACORD 70 - Personal Policy Change Request (2007/10)
  • Updated  Updated Acord 145 - Accounts Receivable / Valuable Papers (2004/03). Added sections and fixed tab order.
  • Updated  Acord 810 - Business Income / Extra Expense / Rental Value (140 Supplement) (2007/07)
  • Updated  Acord 811 - Value Reporting Supplement To Property Section (140 Supplement) (2007/07)
  • Updated  Acord 125 Sup: 125sup: Renamed file to have the wording '3-10' for older form 125. The newer 125 forms have 4 locations on page 1 instead of 2. 125SUPA: Created this form to only show locations 5-12 to accommodate the new 125 which has 4 locations on page 1.
  • Updated  Acord 140: 140 (2005/01): corrected page 2 DED 1 field names to no longer match page 1 ded 2 field name.
  • Updated  ACORD 125 - Commercial Insurance Application (2007/10) - New Version
  • Updated  ACORD 127 - Business Auto Section (2008/05) - New Version
  • Updated  ACORD 128 - Garage And Dealers Section (2008/05) - New Version
  • Updated  ACORD 130 - Worker’s Compensation Additional Rating Information (2007/11) (Supplemental Page 2)
  • Updated  ACORD 175 - Commercial Policy Change Request (2008/07) - New Version
  • Updated  ACORD 190 - Supplemental Property Application (2007/05) - New Version
  • Updated  ACORD 301 - Flood Insurance Application (2008/06) - New version
  • Updated  ACORD 303 - Flood Insurance Preferred Risk Policy Application (2008/06) - New version
  • Updated  ACORD 37 - Statement Of No Loss (2008/01)
  • Updated  ACORD 61 - Flordia Auto Supplement-UM (2008/06)
  • Updated  ACORD 62 - Flordia Auto Supplement-PIP (2008/06)
  • Updated  ACORD 73- Solid Fuel Questionnaire (2007/10)
  • Updated  Residence Based Business - Supplement to Residnetial Section (2008/07)
  • Updated  ACORD 75 Insurance Binder (2007/01)
  • Updated  ACORD 90 Kansas Personal Auto Application (2008/06)- New version
  • Updated  ACORD 38 - Notice of Information Practices (Privacy) (2008/04)
Auto Policy
  • Updated  Updated the vehicle selection dialog when printing an ID-card, Binder, SR22, Mem to Loss Payee, Envelope to Loss Payee, and Auto Loss Notice and when changing an Additional Insured or Coverages on an Auto Policy. Updated the driver selection dialog when printing the Young Driver Questionaire.
CMS
  • Added additional client address field to both Mailing and Physical address.
  • Added icons in the list of logs indicating whether an item is suspended, flagged or has linked attachments.
  • Expanded Misc Client Notes
  • Added 4 new Client Misc Info Fields
  • Added Window Tabs
  • Added Client Agency ID Field. This field is turned off by default. It can be turned on by going to Settings | General Configuration and check Use Agency ID Field. This is a searchable field.
  • Added ability to drag and drop files, pictures and text to the log dialog.
  • Added Client Website to Client Name/Address screen.
  • Added new Contact Info List: Adds ability to have many phone numbers/email addresses an a client's file. For more information see our knowledge base article ID 33. We have also provided a patch to move phone numbers and email addresses that were on the Misc Info screen to the new Contact List. See knowledge base article ID 35.
  • Added ability to flag multiple log notes and give a reason why the log is flagged.
  • Added ability to link to multiple client files and give a reason for why they are linked.
  • Added new client source field.
  • Added new Client Producer field.
  • Added Fein # on Client. (Client must have a business name.)
  • Added Country Code for Mailing and Physical Address. This feature can be turned on by going to Setup | General Configuration and checking the box 'Show country list on Mailing/Physical Address fields.'
  • Added links to attachments in the logs. Any attachment created during a session, the corresponding log note will contain a link to those attachments.
  • Added NAICS Code to the client. (This is not to be confused with NAIC code.)
  • Added DBA Company Field to the client, allowing businesses to do business as another business.
  • Updated  Changed all dialog fonts from MS Sans Sarif to Microsoft Sans Sarif which is a cleaner font and is the new Microsoft default.
  • Updated  Changed the default cms view fonts to make them more readable.
  • Updated  Added 'Family Trust' as Business Type
  • Updated  Moved At Address Since from Client Misc Info screen to name/address screen. Opened up Client Misc Info field to allow customization.
  • Updated  Opened up employer field on Client Misc Screen as this data can already be found on the personal screens.
  • Updated  Added inline information about logs and flags when zooming on a log note.
  • Updated  When adding a link to a customer file, there is now an option to create a link back to the existing customer file.
  • Updated  Updated Zip Codes
  • Updated  Added ability to batch-name dropped files.
  • Updated  Updated LOB List to include ACORD Standard Codes for Directors and Officers, Employment Practices Liability, Internet Liability, Kidnap and Ransom, Ocean Marine - Commercial, Professional Liability, Miscellaneous Professional Liability, Workplace Violence, and Fiduciary.
  • Updated  Added setting in General Configuration | CMS View to default the first view on the client tab to be info instead of contact.
  • Updated  On the name address edit screen, if there is a business name, the Insured Name changes to Contact Name except if the company type is a DBA.
Data Replace
  • Updated  Added Policy State to Data Replace Utility
  • Updated  Added ability to change Customer Type on Data Replace to Do Not Market.
  • Updated  Added ACORD Type for Other/Enhanced Policies.
Download Viewer
  • Updated  Added viewing capability for DBS transactions.
Downloads
  • Updated  Updated American Strategic NAIC codes
  • Updated  Changed decompression algorythm to only use the ACORD Standard compression character.
  • Updated  Some AL3 files have a coverage description on some coverages. The Download Viewer now displays this description.
Email
  • Updated  On action menu, when choosing email, there are now the options: Email to Insured, Insured Work, Insured Home, and Insured Other
Enhanced Policy
  • Updated  When assigning an Additional Interest to a coverage, the coverage description now shows the location as well.
External Tools/Toolbar
  • Added ability to customize the toolbar in CMS. To customize the toolbar, go to Setup | General Configuration and choose the 'Action Menu Customize Toolbar' tab. For more information see our knowledge base article.
  • Updated  In Setup | External Tools, added ability to add a separator and reorder the items via Up/Down buttons.
File Maintenance
  • Updated  Added installer for Microsoft C++/MFC Redistributables from Setup | File Maintenance | Data Patches. It is only available on this menu if it cannot load the dlls in the patches folder.
HawkLink
  • Updated  HawkLink was updated to work with Internet Explorer 8.0
Integration
  • Added ability to Import files from EZLynx.
  • Updated  FSC: Outputs source to the FSC field "Referred By", outputs Agent 1 to the FSC field "Input By", and imports the cell phone field from FSC.
Report Generator
  • Updated  Added tabbed windows.
  • Updated  Added ACORD Type as output field for Enhanced Policies.
Scanning
  • Updated  When doing an internal scan, it now prompts if you would like to scan another.
Search
  • Added email search field.
  • Added Agency ID as a search field. This can be made available by going to Setup | General Configuration and choosing Use Agency ID Field.
  • Updated  Typing a character in the cust id field on the search box will now automatically move focus to the name field.
Setup
  • Updated  Added categories to the Setup | General Configuration settings.
System Information
  • Updated  Added License Info to the Help menu and to the About dialog containing Agency Contract ID, Seats Licensed, and Subscription Date.



CMS Version 2.11.14
Date: 07/22/2008
CMS
  • Updated  Updated Zip Codes
Data Replace
  • Updated  Added Policy State to Data Replace Utility



CMS Version 2.11.10
Date: 06/05/2008
CMS
  • Add partial text search which allows searching for first names, street names, etc. To use: Pull up the search dialog and check Partial Text Search.
Download Report
  • Updated  Added Premium and Producer Code as Output Fields
Report Generator
  • Updated  Report generator now always recalculates premiums during report.
  • Updated  Added ability to export AL3 files.
Screen Pops
  • Updated  Added DDE Support to CMS Screen Pops. For documentation on how to setup this feature, go to Help | Help Topics.