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

10 Reviews
  • 5 / 5
    Overall
  • 5 / 5
    Ease of Use
  • 5 / 5
    Customer Service

Product Details

  • 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!

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

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.

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.

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

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!

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

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

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.

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.

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!