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All Integrations

Commission Wizard for HawkSoft Users

HawkSoft is known for its user-friendly interface and strong adoption among small to mid-size independent agencies. It provides policy management, client communication tools, and reporting capabilities that make day-to-day agency operations efficient.

Where HawkSoft excels at managing policies and client relationships, it has limited built-in tools for reconciling carrier commission statements against your book of business. Most HawkSoft agencies export their data and compare it manually against carrier statements in Excel — a process that takes 40-80 hours per month depending on carrier volume.

How It Works

Commission Wizard works with any agency management system (AMS) that exports to CSV or Excel — including HawkSoft. No API integration or special setup needed.

  1. Export your commission data from HawkSoft as CSV or Excel
  2. Upload it to Commission Wizard along with the carrier's commission statement (CSV, Excel, or PDF)
  3. The AI automatically detects what each column represents — even though HawkSoft uses its own column names
  4. The system matches policies, flags discrepancies, and identifies missing records
  5. Download a detailed Excel report with per-agent breakdowns

The entire process takes under 30 seconds.

It Gets Smarter Over Time

The first time you upload a HawkSoft export, you confirm the column mappings. After that, Commission Wizard remembers them permanently. You can save your HawkSoft file as a reusable template — next month, just upload the new carrier statement and your AMS template is already loaded with mappings applied instantly.

More Than Just Matching Files

After reconciliation, Commission Wizard tracks each agent's commissions by carrier and period, calculates commission splits with custom rates and agency fees, records payments to agents with balance tracking, and gives agents direct access to their own data through a self-service portal. It's the complete commission management workflow that HawkSoft doesn't cover.

Try Commission Wizard with your HawkSoft data — 14-day free trial, no credit card required.

Frequently Asked Questions

Commission Wizard works with any CSV or Excel export from HawkSoft. No API integration, plugins, or setup needed — just export your data and upload.

Yes. The AI detects column types from content patterns, not fixed configurations. After your first upload, it remembers HawkSoft's column names for all future reconciliations.

Absolutely. Commission Wizard complements HawkSoft by adding automated reconciliation, agent commission tracking over time, payment management, and agent self-service — features that go beyond what HawkSoft offers for commission management.

Plans start at $199/month. There's a 14-day free trial with all features — no credit card required.

AI Assistant

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Hi! I'm the Commission Wizard assistant. How can I help you today?