Who Uses This Software?

HawkSoft is for Commercial and Personal Lines agencies who value a meaningful, long-term relationship with a privately-owned company that delivers exceptional value in their management system.


Average Ratings

39 Reviews
  • 4.5 / 5
    Overall
  • 4.5 / 5
    Ease of Use
  • 5 / 5
    Customer Service

Product Details

  • Starting Price
    Not provided by vendor
  • Free Demo
    Yes
  • Deployment
    Cloud, SaaS, Web
    Installed - Mac
    Installed - Windows
    Mobile - Android Native
    Mobile - iOS Native
  • Training
    Documentation
    Webinars
    Live Online
    In Person
  • Support
    Online
    Business Hours

Vendor Details

  • HawkSoft
  • www.hawksoft.com
  • Founded 1995
  • United States

About HawkSoft CMS

Since 1995, HawkSoft is a leader in management systems for agencies that want effective workflows without sacrificing a delightful experience for staff and policyholders. Created by independent agents, the people of HawkSoft take pride in being independently-owned and answerable to agencies that use the system to power their insurance business. HawkSoft continues to evolve into a cutting-edge system that powers thousands of agencies writing personal and commercial risk.


HawkSoft CMS Features

  • Claims Management
  • Commission Management
  • Contact Management
  • Document Management
  • Insurance Rating
  • Policy Management
  • Quote Management

HawkSoft CMS Reviews Recently Reviewed!


Using Hawksoft for our Agency Management System

Aug 24, 2018
4/5
Overall
3 / 5
Ease of Use
3 / 5
Features & Functionality
5 / 5
Customer Support
3 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
Likely
Extremely
Likely

Pros: Having only used Hawksoft for a little more than a year, it is still a "work in progress". The support staff

is wonderful whenever you have to call in to ask a question. There are many wonderful features that are very user friendly and time saving, such as the "hot keys", "external links", and other quick features on the task bar. I really like using the "virtual printer" which makes it very easy to attach a document so it doesn't have to be printed and scanned. The drag & drop feature is also very convenient. The "help" feature and all of the training guides give you step by step processes to follow, so "self-training" is easy as well. Management is delightful to work with and very receptive to agency needs. It integrates with our

emailing system well.

Cons: These are the things that could assist running an agency smoother:

Reports could be easier to use. It would be nice if you could "drill down" commission reports more specifically like you can production reports. Also, the commercial book of business is skewed because when tax & fees are added to the premium it looks like there is more premium than there actually is.

Commercial lines could be easier to navigate through.

It is not as user friendly for life & health and there is no category to segment "Group Benefits". It's all lumped under "other".

Commission Reports for Life & Health are difficult to reconcile for various reasons.

We chose Hawksoft because we were told that every line of business could be combined into 1 management system (except for investments of course) and that is not as simple as it sounds. There are

challenges. Integrating with a rater would be wonderful for personal lines. A pet peave of the agency principle is that you have to click too many things to get out of something. Agency billing & invoicing is a challenge at times.

Overall: Overall, Hawksoft management and the development team are wonderful to work with and receptive to what an agency needs. There

are many features that enable us to save time when handling our clients. The direct links that can be set

up to company websites is a great help. Agency Intelligence gives a quick snapshot of the book of business so you can see where to focus your cross selling attempts.

Best Agency Management System Ever

Sep 17, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: I have been using HawkSoft CMS since 2008 for the agency I work with. System was fantastic to start with even in 2008, but it kept evolving every year with new features and turned into THE BEST system I ever came across. It has all the bells and whistles one could wish for from such type of systems. Easy of use, help on the every click and integration with other carriers, rating websites makes this system perfect solution. I am not an insurance agent, however I could master it within just few days of use.

Cons: None. Its just perfect. HawkSoft people already keep adding new features, improving, fixing it to the system which is already perfect.

Overall: We are storing and maintaining over 1000 customers in HawkSoft, seamlessly and effortlessly. Fetching customer info, updating data, printing documents/certificates is piece of cake in HakwSoft. Every agency must have this system.

Hawksoft Review

Aug 24, 2018
4/5
Overall
3 / 5
Ease of Use
3 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
Likely
Extremely
Likely

Pros: It is very easy to use and the customer service department is always quick to respond if I have questions. I love that they listen to my ideas regarding improvement and are almost always ready with helpful solutions to my concerns.

Cons: It is not as geared to the commercial side of the business as we would like to see it, especially when it comes to the commercial auto line of business and their additional insureds and when the auto is packaged into one policy with the GL/other lines of business.

Overall: Hawksoft is very straight forward and easy to use. If you have a question, you can check the training guide real fast. Frankly, with a few tweaks, I would say it could be the perfect system to use in any insurance business.

Capterra-loader

A True Partner

Aug 24, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: The most responsive agency management system system I have ever been exposed to! They truly care about their agency partners - our needs and desires!

Cons: I'm actually struggling with finding something I don't like about HawkSoft. It is taking a long time for them to open up their API, but I know they are begin very diligent and purposeful about it and that I can appreciate!

Overall: While at national user group conference, agency owner to founder of HawkSoft "I wish we could do this in HawkSoft." Founder of HawkSoft "I like it!" - to his development guys in the room "Figure out how we are going to do that because it's gonna happen!" They listen and respond. Awesome company to be partnered with!!!

Hawksoft

Mar 14, 2010
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

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)

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

Capterra-loader

Amazing way to keep track of and list your clients data in one place.

Apr 04, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: This program is very robust. We keep track of all of our client data, signature forms, photos, etc. all within this program. I highly recommend this program to any Insurance or Office Agency.

Cons: The only thing that I don't like is that you are very limited to what you can customize for individual use. Meaning, every producer in our office likes to set things up to their own systems and color schemes. Although you can do this to an extent, it would be nice if you could do more.

Overall: Amazing program and awesome support staff when needed.

Service comparisons HawkSoft and the 2 of the most used management systems

Aug 24, 2018
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: I had all 3 systems in house at one time to compare. HawkSoft is incomparably good when you call for help. The functionality is good and it is always getting better. We've merged 3 agencies together and have decades of experience with all 3 of these systems. When it was time to choose HawkSoft was the over whelming choice hands down. T

Cons: An insurance agency focused accounting system which was fully integrated with HawkSoft would be a big help.

Overall: the over all experience doesn't get better.

Great customer management system, which makes it simple to input and keep track of customers

Jan 16, 2018
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
Likely
Extremely
Likely

Pros: -Ease of use of Hawksoft & wonderful customer service when you have an issue

-Simple way to input clients and keep track of all their information

-Fast way to do downloads

-Links easily with other referral tracking sites

-Easy to update and maintain

-Specific and self explanatory

Cons: Sometimes Hawksoft slows down and freezes.

At times too fast, so take your time when inputting information - there can be lots of steps.

Overall: Easy way to manage clients and all information in a organized matter.

HawkSoft Has Been a Great CMS

Aug 24, 2018
5/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: Customer Support is equal to none; they are always responsive and willing to improve on their product.

Cons: We tried using HawkSoft Anywhere (HSA) which was hosted by a 3rd party vendor, and had connectivity issues as well as a few quirks in processing emails, printing functions, etc., and went back to our local install and have had no real problems since that.

Overall: It works well for the obvious- tracking clients- but is also a good way to track employee activities, vendor correspondence, etc.

Agency Management System for Real Agencies

Aug 28, 2018
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: The software is super user friendly and Hawksoft's support staff is even more so. Their people never make you feel like your issue is insignificant or that your computer skills are lacking ... which may be the case but they're always so accommodating anyway.

Cons: The functionality on the commercial side of things lack a bit but Hawksoft is working on it diligently.

Overall: We've used Hawksoft since 2010 and have been very satisfied with their program and their service.

Great AMS

Aug 24, 2018
5/5
Overall
3 / 5
Ease of Use
3 / 5
Features & Functionality
5 / 5
Customer Support
3 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
Likely
Extremely
Likely

Pros: I love the HawkSoft story, who the company is, how they treat their employees, and their product is good. From the many agencies I've seen move TO HawkSoft, there's a reason they're moving. It's typically service related.

Cons: I don't expect it to be everything to my agency but HS seems to try to be that which I dislike. I think dev time would be better spent on the API than on coming out with some of the other features.

Overall: They're a fantastic company.

Great Company & Product

Aug 30, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: This software is vary easy to use and has a ton of features that are vary useful for day to day operations . The customer service is absolutely the best.

Cons: It takes a bit of time to fully learn all the features it has to offer.

Overall: The customer service is awesome! If we ever have an issue (rare), they respond quickly and efficiently to resolving the problem. They really know how to communicate with their customers in a respectful but friendly manner.

Fantastic, life at work is so much easier

May 13, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: It's ability to let the agency customize its lists. The flow of diaries/log notes. The attachment categories. The interface with 3rd party software.

Cons: Needs to work on the commercial side. It is missing many basic items that do not conform to the basic accord apps.

Overall: The ability to work more proficiently without the added frustration of TAM and there lack of customer service and there bloated pricing.

Perfect and Affordable Agency Management System

Aug 27, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: Very intuitive. If I run into a problem, they are quick to help figure it out. It does everything I need for personal and commercial lines. Hawksoft is constantly improving their product and respond by listening to their customers needs.

Cons: There really isn't a thing that I don't like.

Overall: A great company that not only offers a great product, but also great service.

Hawksoft Rocks

Aug 24, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
Likelihood to Recommend: 9.0/10 Not
Likely
Extremely
Likely

Pros: The ease with whitch we can log calls and transactions with clients, and how easy it is to track a clients history with us.

Cons: I cant think of any at this time, I have had nothing but a positive experience

Overall: Overall I have had a very positive experience using Hawksoft. Should I ever run into an issue, I call support and the issue is taken care of. Top notch tech support and customer service.

On a scale of 1-10, I rank Hawksoft an 11!

Sep 23, 2008
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

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!

The Best Client data base

Aug 24, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: I love how there always seems to be updates on new options that make working on hawksoft easier. The drag a drop to attach files is very fast and ability to send esign emails straight from client files.

Cons: It only shows about 10 recent clients youve viewed I wish there was a list to see that went into the past further.

Overall: Its great

My Hawksoft Experience

Aug 27, 2018
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: We like the functionality and the quality of the support team, plus how it easily integrates with external applications (Outlook, QuickBooks and DocuSign).

Cons: I can't think of any that stick out. It's good software.

Overall: We've been members for about five years and have enjoyed our experience more than the other management sytems we've used in the past.

Easy to Navigate

Aug 27, 2018
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
Likely
Extremely
Likely

Pros: Easy to navigate and understand. Which makes the ease of doing business that much smoother for our agency.

Cons: I wish you were able to open another window by just clicking another tab verses Ctrl, Alt, N.

Overall: New updates are available all the time. Which makes the ease of doing business that much easier with each new update.

Capterra-loader

Hawksoft is the choice for the future.

Aug 26, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: How they continue to innovate. It gets better and better every quarter... or better.

Cons: That they have not take time to link up with a third party mobile app vendor. The have neglected the API.

Overall: Revenue per employee continues to soar. I am more in touch with the characteristics of my book of business than most agents.

Disappointed in Hawksoft online.

Jan 16, 2018
2/5
Overall
1 / 5
Ease of Use
2 / 5
Features & Functionality
1 / 5
Customer Support
2 / 5
Value for Money

Pros: I have been a user for more that 3 years. When the system is up, it is adequate. I guess you get what you pay for.

Cons: Online environment is often down or runs slowly. Sometimes goes down for hours at a time. You often get knocked off and have to sign in multiple times a day.

Very functional Client Management system

Apr 18, 2018
4/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Pros: I like how everything is organized in HS. It is very easy on the eyes and user friendly. The reports generator is quick. Creating accord forms is fast. The program is simple and doesn't have too many features that would make using it complicated.

Cons: There are not a lot of insurance carriers that download to this system. Plus the carriers that do only download information and not the actual carrier documents.

Hawksoft - A Refreshing Approach

Aug 24, 2018
5/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
Likely
Extremely
Likely

Pros: Intuitive to use.

Simple to install and maintain.

Outstanding Customer Service.

Great Implementation and Training Model.

Cons: Somewhat limited in servicing complex commercial accounts.

Overall: Hawksoft is not a huge polished juggernaut of a software system, (for good and for bad). It is so refreshing to work with a company where the owners of the software company ARE the designers. The design is a little simple, and it is missing a few functions that we would like to see here and there, but we finally have control over our data, and it operates as promised with no lag that we've experienced. Their Customer Service is the best I've experienced anywhere.

excellent software

Aug 27, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: Hawksoft is very user friendly. The staff is always working to get agents requests finished to make the software fit our every need. Customer service is outstanding!!

Cons: I have no cons for Hawksoft Software at this time

Continuous improvements

Aug 24, 2018
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: It is very user-friendly. Easy to use.

Cons: I can't use it to orginaize my life. It would be helpful

Overall: It is so easy to navigate. rarely ever have any problems and if we do customer service is quick and friendly.

Hawksoft

Aug 24, 2018
4/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
Likely
Extremely
Likely

Pros: I like the integration, and ease of use.

Cons: It randomly will close in the middle of what I am working on and of course it does not save

Overall: Easily organized. Ability to work on multiple files at one time

Hawksoft

Aug 24, 2018
1/5
Overall
1 / 5
Ease of Use
1 / 5
Features & Functionality
1 / 5
Customer Support
1 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: The many features it offers & how complete it is

Cons: Nothing really, it does the job! It is a bit hard to add company information into the "gear"

review

Sep 14, 2018
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
Likely
Extremely
Likely

Pros: ease of use.

Cons: learning all over. The switch from old management system to Hawksoft

Overall: Customer service is awesome

Northern User

Aug 30, 2018
4/5
Overall
3 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: I most appreciate the support and dedication of Hawksoft to help us succeed in using Hawksoft

Cons: I wish it had the ability to track and manage my Employee Benefits policies.

Overall: Has been very positive - we always know help is just a phone call away if we need it.

I am referring to Hawksoft CLOUD and NOT Hawksoft regular.

Sep 11, 2018
3/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
2 / 5
Value for Money
Likelihood to Recommend: 2.0/10 Not
Likely
Extremely
Likely

Comments: Unfortunately the company that runs the cloud service for Hawksoft does a poor job witch reflects poorly on Hawksoft.

Pros: Hawksoft cloud is very very slow, it will slow down your productivity NOT increase it. Other than speed it seems to be OK.

Cons: Very slow, the servers they are putting us on are super slow and you have to call almost weekly to ask them to switch servers.

Agency management system

May 31, 2018
3/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
3 / 5
Value for Money

Pros: This software program is all web based and is a great place to keep all our clients information, including personal and policy info.

Cons: This software program has many glitches that are very important when it comes to the field we are in. It can be down as well without advising the customers.

The advantages offered far outweigh any minor deficiencies that a user may encounter.

Oct 23, 2008
4/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

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.

We are never going to leave Hawksoft !

Apr 29, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: Over 10 Years in business and they have been the backbone of our agency , with the online service , IT Cost honestly are a thing of the past , we expand with confidence and in any situation or platform we can write , mange and have our clients information anywhere we please , I really recommend any new agency that is a start up to really invest in the system from the beginning to avoid the switch from the old to the new and the time it will take to do data entry later when you realize you need a management system not to mention the scanning you will need to do to catch up on all those paper files. The team at hawksoft are worth every penny in customer service , fast , reliable and courteous and in ten years that is impressive. Good job Hawksoft

Hawksoft is super user friendly!

Nov 07, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Comments: I super love it , its perfect!

Pros: the simplicity of the software and its super friendly to use . even first timers will not get any hard time learning

Cons: its not a web based and plus the fact that you always need to call customer support before you can download it

HawkSoft delivers a perfect user experience!

Apr 17, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Comments: Our agency has been a HawkSoft user since 2008. We made the move from a prior system as it was no longer meeting our needs and the support costs were getting out of control. HawkSoft offered an innovative and affordable solution to this issue and since being with them, they have been a superior partner in adapting to emerging technology and taking user suggestions to improve the product. Simply, it is one of the best business decisions our agency has ever made.

Love Hawksoft

Sep 25, 2013
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: I have used Hawksoft for over a year and totally love it.

I am a mostly commercial agency and use download. The system works great for issuing certificates. I no longer had issuing certificates! I can issue a cert in less than a minute!

I use the online version and have found it to work great. We can even access with a mobile device easily. I can even issue a cert from by tablet!!!

Hope they don't get bought out by Applied or AMS as I am sure they would like to eliminate this competition!

I would recommend this system to anyone in the insurance business.

Oct 23, 2008
4/5
Overall
4 / 5
Ease of Use
5 / 5
Customer Support

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.

We used Hawk Soft in the past at my agency

Apr 18, 2018
5/5
Overall
3 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 2.0/10 Not
Likely
Extremely
Likely

Pros: Hawk Soft keeps tons of information and is fairly easy to navigate, even when you need files from years ago.

Cons: There are way too many tabs for different things that makes searching for something specific difficult.

we bought, we're happy, we highly recommend

Oct 24, 2008
4/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Pros: Very well structured for windows use

Cons: weak on claims and commercial

Overall: we bought, we're happy, we highly recommend