Hawksoft

Setup 

**You only need to perform Setup once, after this is complete see Exporting below**

Step 1: Click on the ‘Setup’ Menu option inside Hawksoft.

Step 2: Select ‘Bridges’ or ‘Integration Setup’.

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Step 3: Click on the ‘New’ button and select ‘IBQ’ 

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Step 4: Click ‘OK’ 

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Step 5: Be mindful of the setup here.  Make sure your ‘Program Path’ is:

C:\IBQ\IBQRUN.EXE

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Step 6: Be sure the ‘Path’ statement points to:

C:\IBQ\

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Step 7: Click ‘OK’ to save your changes.

Export

Step 1: Inside Hawksoft CMS, call up the insured and choose a policy.

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Step 2: Click the ‘Action’ menu button at the top of the screen as shown below.


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Step 3: Click on the ‘Internal’ menu option, as shown below.

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Step 4: Select Quote/Export

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Step 5: Select IBQ, and then click OK

 

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IBQ should open up.   Once you log in, you should see the Driver Selection screen.

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If the customer already exists in IBQ, you may receive a pop up that advises the customer is already in the IBQ database and ask if you would like to create a new customer or use the existing.  Creating a new customer will create an additional contact in IBQ.