# Page 2 | HawkSoft CMS Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 2 - Is HawkSoft CMS the right Insurance solution for you? Explore 64 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/79412/HawkSoft-CMS/reviews --- HawkSoft CMS 4.5 (64) [View alternatives](https://www.capterra.com/p/79412/HawkSoft-CMS/alternatives/) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated November 13th, 2025 # Page 2 - Reviews of HawkSoft CMS ## Showing most helpful reviews Showing 26-50 of 64 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use TC Tannya C. mgr Insurance Used the software for: 1-2 years ### "Popular Insurance Client Mgt System, but bnot as user friendly as others" December 12, 2023 4.0 Overall, Hawksoft is a good client management system Pros Like how easy it is to manage Certificates of insurance Cons would prefer an easier way to attach documents to each policy Review Source Response from HawkSoft December 13, 2023 Thank you for the review! We appreciate your candid feedback. We'll take what you said back to our team to improve future updates. We do have drag-n-drop of attachments from the desktop to our system. If there is an easier way to handle this workflow, please contact us. Thank you! VR Verified Reviewer Senior Personal Lines Agent Insurance Used the software for: 2+ years ### "Very effective client management system." February 10, 2021 5.0 Being able to text a client directly from the system is very handy and time saving. One of the best updates that they have had. Pros Hawksoft is the reason that our business runs so smoothly. Being able to suspend tasks for days, and weeks out is amazing. having a scratch pad to jot things down on while in a client file, or working on another client is helpful. There are so many things to list. And with every update the system keeps improving. Cons I guess the only thing that I would have to say, is that I wish that there was an integrated messaging between agents. Not so much text messages, or sending emails, but being able to send a quick note to a co-worker would be helpful. Review Source Response from HawkSoft February 24, 2021 Thank you for leaving us such a great review! We're happy to hear that HawkSoft is improving your agency workflows. And we're looking forward to adding Automated Tasks in the future, which should help with your wishlist items! LC Lee C. Owner Insurance Used the software for: 6-12 months ### "Like drinking from a fire hose" December 21, 2021 4.0 Pros I came from captive world so does all was quite a shock but the software does what it says it will do Cons It seems like companies put way too many options and features into software these days like they have to give you every option in the world, I would like to find a company that just keeps it simple and a little more basic. There are 12 major tasks that are done in anb insurance agency each week and software these days does about 10,000. Warren Buffet does not even have a computer on his desk. Review Source Response from HawkSoft February 14, 2022 Thanks for leaving us such a great review, Lee! The HawkSoft system does include a lot of options - our goal is to allow agencies to set things up in whatever way works best with their workflows, rather than conforming their processes to our system. Many of our features are implemented due to feedback from real agencies who have requested them. There is always a learning curve for adopting a new system, but but our training guides and videos can help you get the basics down quickly. And you have consultation sessions with our implementation team across your first year to help you learn more once you've got that down! Feel free to let them know if there's anything your agency could use a little extra help on. CP Chris P. Agency Principal Insurance Used the software for: 2+ years ### "Hawksoft can't deliver" September 14, 2020 1.0 What used to be good is now horribly unreliable and the management's refusal to adequately address their server hosting partner's incompetence and inability to deliver consistent connectivity is an embarrasment. Pros The product itself is functional and easy to use. Cons Hawksoft is not able to consistently deliver reliable connectivity. They system frequently goes offline, sometimes for days, and this completely shuts down an agency. Review Source Response from HawkSoft September 15, 2020 Thank you for sharing your concerns, Chris. We learned that yesterday's connectivity issue with one of our online hosting partners was due to the crashing of a file cluster. The issue affected some agencies in your region for about an hour. We understand the frustration caused by the loss of productivity and disruption to your business, and consequently your clients. We would feel the same way you do. The recent connectivity issues with this partner at this server location are unacceptable to us. We are actively working with them to improve the online hosting experience at this location. We also look forward to the completion of our HawkSoft Cloud project, which will eliminate the need for online hosting partners and allow you to access data more directly from our own secure cloud servers. We have reached out to you in the past to discuss your concerns, and will again for this instance. We value you as a customer and want to make it right for you when there is a service disruption. VR Verified Reviewer Chief Technical Officer Information Technology and Services Used the software for: 2+ years ### "Hawksoft rules service!" October 10, 2018 5.0 Never missed a client, Earn graphs, Agency insight at fingertips to make sane decisions. Manage my staff :) Pros Variety of Connectivity clients(Dell Workspace, Parallels, RDP) to use to connect to the online Hawksoft environment, Freedom to use Hawksoft Online or use it in Local secluded mode, this gives pro-choice security options, Integrated customer service from Kotter Group and Hawksoft, Constant backups ensure, even in the most dangerous attacks, Hawksoft can revert back and keep its ground. Unbeatable! Cons Old looks, Resourceful tools can be made a little fancy, misses asthetic. Review Source SK Steve K. Owner Insurance Used the software for: 2+ years ### "The best Agency Management Software ever!" March 22, 2020 5.0 Need i go on..........outstanding! Pros Ease of use and customer service. Absolutely the best customer service/support I have ever seen with any vendor in my 35 years as an agency owner. The software is so intuitive that we can have a new hire up and running their first day although of course they continue to learn more features as they continue to use it. This product just works. And they are constantly pushing out additional features and improvements. Cons There is nothing I do not like about Hawksoft. I never need to pay attention to any further solicitations from other agency management vendors. This is what my agency will use until I do not own the agency. And I will strongly suggest that the next owner continue to use Hawksoft. Reason for choosing HawkSoft CMS Functionality, ease of use. Review Source LK Linda K. Ins agent Insurance Used the software for: 2+ years ### "Hawksoft review" June 30, 2023 5.0 Customer service is always good.......the convention everyone was sooo nice Pros I wish we would have had hands on training I know we are missing so many things that can be done Cons When we got set up everyone is a customer and an active member......talked to someone to del the prospects that were active but was told will have to do one by one Reason for choosing HawkSoft CMS Money Review Source VR Verified Reviewer Insurance Specialist Insurance Used the software for: 2+ years ### "HawkSoft Has Been a Great CMS" August 24, 2018 5.0 It works well for the obvious- tracking clients- but is also a good way to track employee activities, vendor correspondence, etc. 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. Review Source VR Verified Reviewer Director Insurance Used the software for: 2+ years ### "Great AMS" August 24, 2018 5.0 They're a fantastic company. 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. Review Source VR Verified Reviewer Support Technician Insurance Used the software for: 6-12 months ### "Parallels with HawkSoft CMS" July 29, 2021 4.0 Overall HawkSoft CMS gets the job done and allows for a fairly seemless experience using parallels. If Parallels and HawkSoft CMS used the same logon info a lot of our complication we experienced would have gone away. Pros I did like that it launched via Parallels so I just had to install Parallels client and was able to get up and running. HawkSoft CMS itself was very consistent after we got in. Cons Configuration of Parallels client was a little bit of a pain and had to know a lot of little configuration options to get logged in. Also logon for HawkSoft CMS and Parallels was completely seperate so that made it confusing for our users at times. Review Source Response from HawkSoft August 13, 2021 Thanks for leaving us a review! We're sorry you found setting up Parallels a little tricky. Our Product Support team is always happy to help with the initial setup and configuration, and you do have the ability to customize your passwords for both Parallels and HawkSoft. We're also looking forward to releasing the fully cloud-based version of our system, which will no longer require logging in through Parallels. George Jr. G. VP / Agent Insurance Used the software for: 2+ years ### "My Hawksoft Experience" August 27, 2018 4.0 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. 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. Review Source GF Gretchen F. CSR Insurance Used the software for: 1-2 years ### "Management system" October 18, 2022 5.0 So easy to work with if you can understand the client on the phone. We can search clients by address or phone number. Pros Hawksoft makes it easy to find clients and manage other items the clients need all in one place and is user friendly. Cons Nothing that I dislike, we all had an easy time switching to this system Switched from [Applied Epic](https://www.capterra.com/p/70671/Applied-Epic/) Cost savings and over all ease of use Review Source Response from HawkSoft January 3, 2023 Thank you for the thoughtful review! We appreciate the kind words and we're glad HawkSoft has helped your agency be more efficient. AL Ally L. CSR Insurance Used the software for: 2+ years ### "Hawksoft is the best!" April 6, 2022 5.0 I love hawksoft - super efficient and have never given me a problem Pros The logs it creates so it covers all your work as long as you work out of the system Cons I have no complaints about hawksoft, have been using it for 3+ years myself, on top of how long my employers have as well Review Source Response from HawkSoft May 3, 2022 Thanks for leaving such a great review of HawkSoft! The automatic documentation is definitely a favorite among customers. Agencies like to say "if it's not in HawkSoft, it didn't happen!" TS Todd S. Principal Insurance Used the software for: 2+ years ### "Review of Hawksoft CMS" May 5, 2022 5.0 Excellent Pros Ease of use, captures all policy detail, integration with Quick Books. Pricing is well below Applied Systems. Cons I can't think of anything that I don't like about this software. Reason for choosing HawkSoft CMS Better product for our agency at much less cost. Review Source Response from HawkSoft May 27, 2022 Thanks for the great review! We're glad you're enjoying the features and ease of use of HawkSoft! AH Amerah H. Commercial Lines Account Manager Insurance Used the software for: 2+ years ### "Hawksoft Review" August 24, 2018 4.0 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. 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. Review Source JT Jack T. CEO Used the software for: ### "Hawksoft" March 14, 2010 5.0 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 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) Review Source DL Don L. President Insurance Used the software for: 2+ years ### "Service comparisons HawkSoft and the 2 of the most used management systems" August 24, 2018 5.0 the over all experience doesn't get better. 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. Review Source DH Darya H. Marketing Director Marketing and Advertising Used the software for: 2+ years ### "Great customer management system, which makes it simple to input and keep track of customers" January 16, 2018 4.0 Easy way to manage clients and all information in a organized matter. 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. Review Source ML MaryAnn L. Trainer/Developmental Coach Insurance Used the software for: 2+ years ### "Agency Management System for Real Agencies" August 28, 2018 5.0 We've used Hawksoft since 2010 and have been very satisfied with their program and their service. 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. Review Source CM Claudia M. President Used the software for: ### "On a scale of 1-10, I rank Hawksoft an 11! " September 23, 2008 5.0 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! 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. Review Source JP John P. Vice President Consumer Services Used the software for: 2+ years ### "Fantastic, life at work is so much easier" May 13, 2017 5.0 The ability to work more proficiently without the added frustration of TAM and there lack of customer service and there bloated pricing. 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. Review Source BG Brian G. Vice President Insurance Used the software for: 2+ years ### "Perfect and Affordable Agency Management System" August 27, 2018 5.0 A great company that not only offers a great product, but also great service. 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. Review Source DM Dawn M. Producer/PL Account Manager Insurance Used the software for: 2+ years ### "Easy to Navigate" August 27, 2018 4.0 New updates are available all the time. Which makes the ease of doing business that much easier with each new update. 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. Review Source SF Swati F. Producer Insurance Used the software for: 1-2 years ### " HawkSoft CMS\_Review" April 18, 2019 5.0 Amazing software managing or help us manage our agency in the most efficient manner. The most user friendly and perfect... Pros The most advanced , accurate and user friendly management system ever used. Cons Training sessions :( Just kidding :) Actually they were indeed very very useful Review Source JS Jeff S. Principal Used the software for: 2+ years ### "Disappointed in Hawksoft online." January 16, 2018 2.0 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. Review Source Similar Products Featured ## Send me user reviews about this product ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.