User Reviews
HawkSoft Client Management System by HawkSoft
USER REVIEWS - Sorted by Date
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!