SAFE captures your calls, emails, texts, and PDFs — then writes consistent, AI-summarized log notes into HawkSoft automatically. No extra steps. No missed records.
"We built SAFE initially for our agency — no wasted time dragging & dropping emails, copying in AI-created call summaries from RingCentral, or spending time copy & pasting text messages with clients into log notes. I wanted E&O protection with copies of all communication in my SharePoint and in HawkSoft. As I told other agency owners about it, they wanted the same automation. So we moved from an agency solution to an industry solution."
SAFE downloads your calls, text messages, and emails. Then SAFE saves those records in a clickable log note in your AMS. The notes contain metadata, tags, and AI summaries — making search simple and efficient.
When a phone number or email is already attached to a client file in HawkSoft, SAFE matches and documents the communication automatically — including an AI-generated summary, metadata, and searchable tags — all inside the log note.
Not every call or email matches a client file. When a phone number or email isn't in HawkSoft — like calls with carrier underwriters, claims reps, or vendors — SAFE still captures and summarizes the communication, then gives your team a fast way to file it.
Everything SAFE captures is converted into a consistent, searchable log note — written the same way, every time, by every team member.
No more guessing how something was logged — or whether it was logged at all.
When every log note follows the same structure, your agency runs faster.
Look up clients, policies, and coverages — post log notes, tasks, and attachments — all while chatting on your phone with your AMS.
My AMS Agent is a progressive web app that gives your team instant access to HawkSoft from any device — phone, tablet, or browser. No app store download. Sign in with your Microsoft or Google credentials. Unlike the native HawkSoft mobile view, My AMS Agent supports fuzzy search — just type a last name, a partial name, or even a misspelling and it still finds the right account. Chat with your AMS data the way you'd text a colleague.
SAFE works quietly in the background. There's nothing to turn on, no new software to learn. While your team works in HawkSoft, talks on RingCentral, and emails through Outlook — SAFE is listening, capturing, and documenting. Seamless and invisible.
Log notes, activities, and attachments written directly into your AMS — automatically.
Call recordings, transcripts, and text messages captured from your phone system.
Inbound and outbound emails captured and documented — plus an Outlook add-in for on-demand use.
Secure and Document are live today. Here's what we're building next.
Full email capture and documentation for agencies running Google Workspace instead of Microsoft 365.
Expanding beyond RingCentral to support other phone systems used by independent agencies.
Have SAFE use AI to understand a client request or a future task that's needed from calls, emails, and text threads.
AI agents that can intake calls for quotes or claims, draft, and even send email replies — customized for agency use cases.
We're accepting beta agencies running HawkSoft, RingCentral, and Outlook. Tell us about your agency.