User Reviews
HawkSoft Client Management System by HawkSoft
USER REVIEWS - All reviews
Purchased Date: October 01, 2009
CEO, Pathway Insurance Services, Inc
March 14, 2010
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Pros
Bridging with carriers not supporting Transformation Station,bridging to your comparative rater and from your comparative rater. A system you can truly go "paperless" on. Seamless bridging with Quickbooks without the need to purchase an accounting module. Can have open as many client files as you wish at the same time. (Big time saver compared to systems where only 1 client file at a time can be open) Emails are automatically saved for E&O reasons, you can grab and attache emails, pictures, documents and easly place on the client file by dragging and dropping. (Big time saver)
Cons
Takes several months to be up and running with data conversions, unfortunately that would be the case in moving to any agency management system...we see no major weakness with the program. (I'm not being paid to say this by the way...we truly love the system compared to our previous system with Instar<AMS>)
Overall
Best system we tested and reviewed for the money...we tested every agency management system available to independent agents over a six month period .(including the majors AMS 360, Tam Online,)
This system is light years ahead of AMS Instar which is the system we changed from.
Customer service is outstanding, the initial training for the system for our staff was very good...that was not my experience at all with AMS. (Vertafore)
From an ease of use standpoint the system is outstanding, from a technical side the system is just as advanced as a system that is twice as expensive...in my opinion you are wasting your money if you do not invest in this system...you are welcome to call me directly for further questions: 513-662-7000
Purchased Date: June 01, 2008
Owner, Williamson Insurance Zanesville
October 24, 2008
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Pros
Very well structured for windows use
Cons
weak on claims and commercial
Overall
we bought, we're happy, we highly recommend
Purchased Date: June 01, 2008
owner, Ancheta Insurance Agency
October 23, 2008
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Pros
1. Paperless
2. Reports,contact customer
3. Great support,tutorial, ease to comprehend.
4. Value for dollars spent on this system
Cons
1.correcting downloads from companies.
2.Getting companies to download.
However, not the fault of Hawksoft, that I can see
Overall
I would recommend this system to anyone in the insurance business. Compared to other Agency Mgmt Systems cost, Hawksoft is competitive. They price their systems to accomodate both large and small agencies.
Purchased Date: June 01, 2008
Personal Lines Manager / IT, Williamson Insurance Service
October 23, 2008
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Pros
Great workflows with easy drag and drop functions. Wonderful capabilites for interfacing with company websites without the need for putting in user name and passwords. Works well with QuickBooks. Great for users accustomed to working in a Windows enviroment. Fast, friendly customer support.
Cons
The documenting when changing even minor non-policy impacting information can be cumbersome. Very basic graphics but does not affect the ease if use.
Overall
The advantages offered far outweigh any minor deficiencies that a user may encounter. The company is very accommodating during conversion process and we have experienced excellent customer support. Interfacing with company websites is probably the best one available on the market today. The combination of product and affordability makes HawkSoft CMS a superior choice for any agency's management system.
Purchased Date: January 01, 2003
President, McClain Insurance Services
September 23, 2008
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Pros
Hawksoft is an affordable, yet feature-rich agency management program for small to medium sized insurance agencies. This user-friendly and highly intuitive system has been the backbone to our agency's double-digit growth for the past 5 years despite the current soft market.
This is our third agency management system in the past 31 years, and it will be our last! The Hawksoft team is always innovating, introducing new features even before we know we need them. Once implemented, we could never do without them!
Training time for new employees has been cut by over 300% because the system is so logical. Downloads work smoothly leaving us time to use the many marketing capabilities of Hawksoft to nurture our clients, resulting in a 97% increase in cross-sells over the last 3 years.
We love Hawksoft's ability to import and export seemlessly with our comparative rater (EZ Lynx) eliminating duplicate entry when we quote new prospects, or requote existing clients.
Cons
Honestly....none that I can think of. Anything that has been a "challenge" has only needed a call to the Hawksoft team and they have found a solution.
Overall
On a scale of 1-10, I rank Hawksoft an 11! I strongly recommend that any agency take advantage of their free demo, and then decide for themselves. I am happy to discuss this program with anyone!
