Ryan Schaffner, Bold Penguin’s Senior Product Manager, answers questions about our HawkSoft Agency Management System (AMS) integration.
Bold Penguin is dedicated to simplifying commercial insurance. One important way to do that is through integrating Bold Penguin with other systems agents are already using. Agents who were using HawkSoft and Bold Penguin separately now have an easier way to get their work done. Rather than rekeying data between systems, they can press a button in their AMS and have essential information pushed directly into an application. It’s free, it’s easy, and will save valuable time for the agents.
There are several benefits to tech solutions speaking to each other through strategic integrations like the one with HawkSoft. The two that stand out to me are data consistency and saving time.
Data consistency: Any time an agent needs to rekey information across multiple systems, there is a possibility of data inconsistency. Whether it’s mistyping something from one screen to another, or copying/pasting into the wrong field, there are opportunities for mistakes to be made that an integration helps cut out.
Time savings: When it comes to saving time, eliminating the need to rekey information will also speed up the agent’s process and allow them to focus their attention on other things. Integrations like the one with HawkSoft make people’s lives easier, and that opportunity made this a really fun project to work on.
Integrations like this are always a balance of getting the most out of the current technology with an eye to the future and where we could take it next. We are always looking for ways to improve the agents’ experience, and this integration is no different. HawkSoft is in the process of further building out their Application Programming Interface (API), which will allow a much more robust integration between our systems than is currently enabled with HawkSoft’s HawkLink mapping tool. This is a partnership we are excited about, and we look forward to working with HawkSoft to continue improving the workflow for agents using both our systems.
Well, I have yet to find a way to shoehorn my dissertation topic into anything professional I’ve worked on (I keep looking for ways to do it!) but there are a number of ways the skills I learned during research and teaching have proven to be valuable in software product management. I think the overall approach I learned in higher education is foundational to much of my process now, even if the details and subject matter are different:
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Bold Penguin presents the latest issue of The Bold Brief, a recap of recent Bold Penguin innovations, carrier updates, and educational resources. We are thrilled to share this tool with our agents and partners to support your continued growth and success.
Ryan Schaffner, Bold Penguin’s Senior Product Manager, answers questions about our HawkSoft Agency Management System (AMS) integration.
We recently hosted a Bold Penguin "Coffee with Carlos" webinar and sat down with a member of biBERK’s auditing team to discuss a few ways agents can prepare customers for audit season. We’ve included some of their tips and videos below.