HawkSoft CRM ✓ HubSpot Migration
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.
📸

Pre-Migration Data Preview

Before we touch anything, SuprSwitch generates a full data inventory of your account: record counts per object, custom field list, pipeline structure, and owner mapping. You approve the field map before the migration runs.

Under the Hood

The SuprSwitch Transformation Layer

Move beyond standard integration limits with our proprietary data engine.

Native Schema Mapping

No-Loss Engine

Our direct data extraction bypasses common export limitations, capturing secondary data points others miss.

Proprietary Logic

Smart Logic

Logic-based transformation that handles insurance-specific dependencies like primary vs secondary insured.

Secure Extraction

Security First

Data remains encrypted through the entire migration lifecycle within our closed-loop environment.

Parallel Syncing

Zero Downtime

Your 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.

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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.

RevOps Expert RevOps Expert RevOps Expert

Dedicated RevOps Engineer included with every migration.

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

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Access to all supported CRMs

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Free Sample migrations

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Real-time Preview

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Migration Analytics Report

Custom Migration

$Talk to us

Custom quotes for complex migrations.

Group

Everything in Guided Migration +

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Complex Field Transformations

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Industry-Specific Customizations

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Legacy System Integration

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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.

Ready to move your team off HubSpot?

Start with a free sample migration — see your actual HubSpot data in HubSpot before you commit.

Try Free Sample Migration