Step 1 of 7
What would you like covered?
Select all the coverages you'd like us to quote.
🚗 Auto
🏠 Homeowners
🏢 Renters
🏙️ Condo
❤️ Life
🌊 Flood
⛵ Boat / Watercraft
🏍️ Motorcycle
☂️ Umbrella
🏗️ Commercial / Business
🌾 Farm & Ranch
🔑 Rental Property
How did you find us?
Step 2 of 7
Primary Policyholder
The main person on the policy.
📞 Phone
💬 Text
📧 Email
Address
Step 3 of 7
Household Members
Anyone who lives with you and needs to be on your policies.
Just me
Yes, add members
Household Member #1
Agent Notes
🔒 Internal — not visible to client
Step 4 of 7
Property & Vehicles
Tell us about your home and vehicles.
Home / Property
Own
Rent
Condo
🏊 Pool
🐕 Dog(s)
🔒 Alarm System
🚒 Sprinkler System
🌲 Acreage
🏠 Trampoline
Vehicles
Vehicle #1
Step 5 of 7
Current Insurance
Knowing your current carrier and coverage helps us find you better options.
💰 Rate increase
🏠 Buying a home
🚗 New vehicle
💍 Life change
😤 Service issues
📋 Policy renewal
✨ First-time buyer
Step 6 of 7
Claims & Final Details
A few final questions that help carriers rate your policy accurately.
No claims
Yes — add details
Claim #1
Driving Record
✅ None
🚦 Speeding ticket
📱 Distracted driving
🍺 DUI / DWI
⚠️ Reckless driving
Credit & Preferences
💰 Best price
🛡️ Best coverage
⚖️ Balance both
Step 7 of 7
Review & Export
Confirm everything looks right, then download for HawkSoft.
Coverage Edit →
Contact Edit →
Current Insurance Edit →
Submission Complete!
Your intake is saved. Download both files below — the CMSMTF imports directly into HawkSoft with a double-click.
Reference #KIG-000000
HawkSoft Import File
Double-click this file to import the client directly into HawkSoft. No typing required.
CSV Backup
Full data spreadsheet. Use for manual entry, filing, or sharing with your team.