Partner Pulse: How HawkSoft and Intellistack Power the “Last Mile” of Insurance Operations

Modern insurance agencies aren’t just buying software anymore — they’re building technology stacks.

In this episode of Partner Pulse, Intellistack’s David Moeller sits down with Darrin DeFouw and Rushang from HawkSoft to discuss how agency management platforms, partner integrations, and digital workflows are reshaping the insurance industry.

Rather than focusing on buzzwords, the conversation zeroes in on what actually matters to agencies today: efficiency, usability, and seamless experiences for both staff and customers.

From Management System to Operating Platform

HawkSoft has spent more than 30 years building an agency management system purpose-built for insurance. As Darrin explains in the conversation, the platform is designed to handle the real, day-to-day work of agencies — from carrier downloads and policy management to document workflows and customer service.

But as Rushang points out, expectations have changed.

Agencies are no longer evaluating tools in isolation. They’re looking for platforms that integrate cleanly with a broader ecosystem — CRMs, e-signature, analytics, AI, and more — so everything works together without added complexity.

That’s where partner integrations become critical.

The “Last Mile” Problem — and Why It Matters

One of the key themes of the discussion is what Rushang describes as the “last mile” of digital workflows.

No matter how advanced an agency management system is, deals and policies can’t move forward without signed documents. E-signature has gone from a “nice to have” to a baseline requirement, especially for agencies serving customers across different geographies.

Through its integration with Intellistack, HawkSoft enables agents to:

• Send documents for e-signature directly from the management system
  
  
• Eliminate manual back-and-forth and outdated processes
  
  
• Keep signed documents flowing seamlessly back into the system of record
  
  

As David notes during the conversation, this kind of embedded workflow doesn’t just save time — it restores sanity.

Looking Ahead: What Insurance Technology Will Demand in 2026

The episode also looks forward.

Darrin highlights the growing importance of partner ecosystems, as agencies assemble stacks tailored to their needs. Rushang expands on that idea, noting a generational shift: today’s agency leaders are increasingly CRM-native, tech-forward, and focused not just on service, but on sales, branding, and growth.

Together, these trends point to a future where:

• Platforms matter more than point solutions
  
  
• Integration is a prerequisite, not a bonus
  
  
• Cost sensitivity increases as stacks grow
  
  
• Automation and AI play a larger supporting role — without replacing core systems
  
  

Watch the Full Episode

This Partner Pulse episode is a fast, practical conversation for anyone interested in insurance operations, platform strategy, or how partnerships can close real workflow gaps.

👇 Watch the full discussion below