
Improve Your Operational Efficiency and Precision.
Retail & Wholesale Services
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Smooth onboarding with accurate data entry and quick turnaround on initial policy tasks.
New client account creation
Policy download & document organization
Renewal data prep & pre-fill support
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Supports producers and CSRs by assembling quotes and streamlining remarkets.
Quote packet creation & carrier intake forms
Market comparison summaries
Renewal remarketing coordination
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Timely certificate issuance and tracking to meet SLA and compliance requirements.
Certificate of Insurance (COI) generation
Bulk COI processing for renewals
Holder tracking & follow-up
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Enhances agency responsiveness with non-licensed support across key service touchpoints.
Claims status check-ins & carrier follow-up
Certificate reissue requests & servicing forms
Mailing, printing, and document processing
Policy document retrieval & insured communications support
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Frees up producer time by handling repetitive admin work that supports selling.
Proposal creation & templating
Follow-up email prep & appointment scheduling
CRM and AMS data updates
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Helps back office teams stay accurate and efficient with financial workflows.
Statement review & reconciliation
Commission reports & split tracking
A/R report maintenance & overdue notices
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Recon support
Proposal formatting
Insurer appetite tracking
Claims Management
Streamline and simplify your claims process with SparrowHawk’s mobile app. Our solution enables insureds and agents to efficiently report incidents, upload evidence, and complete necessary forms. Backed by our experienced Process Executives, we ensure each claim is accurately processed, from initial intake to resolution, reducing claim lifecycle and costs while maintaining a complete defensible file for all parties involved.
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We customize the app to your organization’s unique needs. From custom forms to supplemental documentation tailored to your line of business and carrier requirements, our white-labeled solution seamlessly integrates with your existing systems while elevating your claims management.
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Designed with simplicity, our app guides insureds and agents through the claims process step-by-step, making it easy to complete in minutes. There is no need for claims adjusters on-site—our app enables fast and accurate data collection and submission.
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Once data is submitted, SparrowHawk’s expert Process Executives step in, managing the claims process behind the scenes. We handle everything from review to resolution, saving your organization time and money and providing insureds with a seamless experience.