Independent Insurance Brokerage

Overview

A family-owned brokerage relied on manual exports from Hawksoft to keep sales teams, account managers, and finance aligned. We automated downstream workflows so every department works from the same metrics, and critical tasks such as renewals and carrier submissions never slip through the cracks.

What we implemented

1. Hawksoft data extraction: Scheduled Python jobs that pull policy, commission, and activity data via API and SFTP exports.
2. Operational data mart: Modeled Google Sheets workbooks that stage clean policy, client, and carrier tables for downstream reporting.
3. Renewal and task automation: Auto-generated task lists and renewal calendars synced to shared inboxes and Slack channels.
4. Executive reporting suite: KPI dashboards covering book of business growth, retention, and cross-sell opportunities refreshed daily.

Key Features

• Single source of truth: Reconciled figures across sales, service, and accounting teams.
• Automated alerts: Slack notifications for at-risk renewals, missing documentation, and stalled claims.
• Flexible scenario planning: Finance sandbox for modeling carrier commission changes and staffing impacts.
• Audit-ready records: Detailed change logs for compliance reviews and E&O protection.