HawkSoft integrates Cara’s AI to automate coverage, proposals, and client communications, streamlining agency workflows and boosting efficiency.
Today, HawkSoft and Cara are announcing a new partnership to bring AI capabilities directly into the workflows of independent insurance agencies and brokerages. By integrating Cara’s domain-specific insurance AI with HawkSoft’s leading agency management system, agencies can streamline daily operations, reduce manual work, and automate critical back-office workflows.
This partnership marks a milestone collaboration that highlights how HawkSoft and Cara are delivering industry-leading capabilities to insurance professionals. It represents a meaningful step forward for the industry by combining HawkSoft’s trusted agency management expertise with Cara’s cutting-edge AI:
- Automates coverage comparisons, proposal generation, and client communications
- Reduces errors and saves staff time, letting agencies focus on relationships and growth
- Delivers AI adoption seamlessly, no extra tools or integrations required
“HawkSoft has been a leading agency management system for decades, and we’re thrilled to partner with them to bring Cara’s cutting-edge AI capabilities to customers,” says Vic Yeh, CEO & co-founder of Cara. “By combining HawkSoft’s deep expertise in serving independent agencies with our domain-specific AI, we’re making it easier than ever for agencies to streamline workflows, reduce repetitive tasks, and focus more energy on client relationships and growth.”
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“Cara’s AI CSR helps agencies automate parts of the policy servicing process like delegating COI generation to an email-based AI assistant and comparing quotes and coverages,” says Rushang Shah, CMO of HawkSoft. “Founded by insurance agents, both HawkSoft and Cara share a deep commitment to helping agencies adopt AI tools that bring meaningful results.”
HawkSoft has prepared resources for agencies interested in exploring HawkSoft + Cara. An FAQ is also available for both customers and partners to better understand how this collaboration fits into the broader HawkSoft+ ecosystem.
