IMPLEMENTATION & MIGRATION
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HawkSoft CRM
HubSpot
Migrate your Agency from HawkSoft to HubSpot without Friction.
Move your entire policyholder book and agency workflows into HubSpot's growth platform using our proprietary transformation layer. SuprSwitch ensures every carrier detail and client log is preserved with native schema mapping.
100%
Data Fidelity
< 48 hrs
Migration Speed
99.90%
Mapping Accuracy
"Will my HawkSoft policy renewal dates stay intact?"
SuprSwitch's in-house engine extracts policy expiration dates and maps them directly to HubSpot custom properties, triggering automated renewal workflows immediately.
"What happens to the detailed 'Client Logs' from HawkSoft?"
Every interaction log is converted into HubSpot Engagements, ensuring your agents see the full historical context on the Contact timeline from day one.
"Can we differentiate between Commercial and Personal lines?"
Yes, our proprietary transformation layer identifies line-of-business tags in HawkSoft and routes them to specific HubSpot Pipelines or Deal types automatically.
Why SuprSwitch
Superior to CSV Exports
Why manual imports fail insurance agencies and how SuprSwitch solves it.
Preserved Associations
Manual exports often lose the critical link between a 'Client' and their 'Policies'. We maintain these associations natively.
Data Depth Retention
HawkSoft's unique data structures are flattened during CSV export. Our transformation layer retains the multi-dimensional data depth.
Automated Normalization
We automatically normalize carrier names and agent assignments during the migration process for a clean HubSpot portal.
Rapid Deployment
Skip the weeks of spreadsheet cleaning. Our direct data extraction engine handles the heavy lifting in hours.
Trusted by 200+ sales-led teams who migrated off
Data Coverage
Full Coverage Migration
We map every HawkSoft insurance-specific entity to its HubSpot equivalent.
Client Profiles
All records
Client Profiles
Contacts & Companies
💡 Maps individual and commercial policyholders with all custom tags.
Policies
All records
Policies
Deals
💡 Converts active, pending, and expired policies into tracked opportunities.
Carriers
All records
Carriers
Companies (Vendor Type)
💡 Groups policies by carrier to manage market relationships effectively.
Action Items
All records
Action Items
Tasks
💡 Transforms HawkSoft reminders into actionable HubSpot tasks.
Log Notes
All records
Log Notes
Timeline Events
💡 Chronological history of every agency interaction.
Document Links
All records
Document Links
File Attachments
💡 Maintains the pathing to stored ACORD forms and policy PDFs.
Under the Hood
The SuprSwitch Transformation Layer
Move beyond standard integration limits with our proprietary data engine.
Native Schema Mapping
No-Loss EngineOur direct data extraction bypasses common export limitations, capturing secondary data points others miss.
Proprietary Logic
Smart LogicLogic-based transformation that handles insurance-specific dependencies like primary vs secondary insured.
Secure Extraction
Security FirstData remains encrypted through the entire migration lifecycle within our closed-loop environment.
Parallel Syncing
Zero DowntimeYour agency stays live in HawkSoft while we build and validate your HubSpot environment.
100% Data Fidelity Guarantee
We verify record counts and field values in before sign-off. Any discrepancy is fixed before you go live.
30-Day Post-Migration Support
A dedicated migration engineer is available for 30 days post-launch to fix any data issues that surface after your team starts using.
SOC 2 Compliant Process
Data is encrypted in transit and at rest. We never store your credentials — OAuth tokens are used and revoked per migration.
Migration Architecture
The 4-Step Agency Shift
A structured journey from legacy management to modern CRM growth.
1
Source Extraction
We use direct data extraction to pull your full HawkSoft database without disrupting your agents.
Day 1
2
Schema Alignment
Our transformation layer maps HawkSoft's policy-centric model to HubSpot's customer-centric model.
Day 1-2
3
Data Loading
We execute the migration using our in-house engine, maintaining all historical logs and notes.
Day 2
4
Quality Audit
A final audit ensures all carrier associations and policy dates are perfectly mirrored in HubSpot.
Day 2+
Bespoke field mapping for ACORD-standard data points.
Automatic de-duplication of households and businesses.
Custom property creation for specialized insurance lines.
The Human Element
Beyond Automation: In-House RevOps Experts
Our proprietary engine handles 99% of the heavy lifting, but every CRM has strict platform limitations. When HubSpot restricts automated imports for complex workflows or proprietary activity history, our in-house RevOps professionals step in.
We manually rebuild the business logic that machines can't touch, ensuring your new environment is perfectly tuned and ready for your sales team on day one.
What our experts handle manually:
Complex Workflows & Automations
Automated engines cannot migrate business logic. We manually translate and rebuild your HubSpot automations natively in HubSpot.
Restricted Activity History
Some historical data types are locked by HubSpot. Our team uses creative data-structuring to ensure no context is lost.
Custom Object Architecture
When standard mapping isn't enough, we architect and deploy custom objects in HubSpot to match your exact sales motion.
Choose the Migration Plan That Fits Your Business
Whether you want complete control or expert guidance, we’ve got you covered.
Self-Service
$499
Starting price, up to 50,000 records
Access to all supported CRMs
Free Sample migrations
Real-time Preview
Migration Analytics Report
Guided Migration
$999
Starting price, varies on volume.
Everything in Self-Service +
Selective Data Migration
Expert Migration Guidance
Data Mapping Support
Data Quality Management
Custom Migration
$Talk to us
Custom quotes for complex migrations.
Everything in Guided Migration +
Complex Field Transformations
Industry-Specific Customizations
Legacy System Integration
Complex Data Filtering
FAQs
Common Questions About Migration
Data
How do you handle the relationship between clients and policies?
SuprSwitch uses a proprietary transformation layer to map HawkSoft 'Client' and 'Policy' objects into HubSpot 'Contacts' and 'Deals', ensuring that the relationship between the insured and their coverage remains intact.
History
Will my historical activity logs be migrated?
Absolutely. Our engine captures the 'Log Notes' and 'Action Items' from HawkSoft and converts them into HubSpot Engagements and Tasks, preserving your agency's audit trail.
Automation
How are policy expiration dates handled?
We create custom properties in HubSpot to reflect HawkSoft's policy statuses, expiration dates, and carrier names, allowing you to run renewal reports immediately after migration.
Process
Do I need to export my own CSV files?
Unlike standard tools, our proprietary in-house engine directly handles the complex database structures of HawkSoft, meaning we don't rely on simple exports that often fail due to file size or character limits.
Security
Is the migration of sensitive insurance data secure?
SuprSwitch utilizes a secure, proprietary extraction method that ensures PII (Personally Identifiable Information) and sensitive policy data are handled within a controlled, encrypted environment.