# Page 3 | HawkSoft CMS Reviews 2026. Verified Reviews, Pros & Cons | Capterra

> Page 3 - 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

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HawkSoft CMS

4.5 (64)

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Last updated November 13th, 2025

# Page 3 - Reviews of HawkSoft CMS

## Showing most helpful reviews

Showing 51-64 of 64 Reviews

Sort by:

Most Helpful

Rating

Company Size

Reviewer's Role

Length of Use

Frequency of Use

DD

Darren D.  
agent  
Insurance  
Used the software for: 2+ years

### "Best insurance client data base"

November 13, 2018

5.0

Its been a great no complaints.

Pros

Easy to teach to new employees. Very user friendly to surf around and figure things out. News updates are great info for different features.

Cons

One thing is it doesn't show more then 10 of the most recent clients viewed.

Review Source

SB

Steve B.  
CEO  
Insurance  
Used the software for: 6-12 months

### "Hawksoft - A Refreshing Approach"

August 24, 2018

5.0

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.

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.

Review Source

AL

Amber L.  
Office Manager  
Insurance  
Used the software for: 2+ years

### "Continuous improvements "

August 24, 2018

5.0

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

Pros

It is very user-friendly. Easy to use.

Cons

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

Review Source

BP

Bobbi P.  
Account Manager  
Insurance  
Used the software for: 2+ years

### "Hawksoft"

August 24, 2018

4.0

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

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

Review Source

SS

Sue S.  
agent  
Insurance  
Used the software for: 2+ years

### "review"

September 14, 2018

4.0

Customer service is awesome

Pros

ease of use.

Cons

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

Review Source

GP

George P.  
Personal Lines Manager / IT  
  
Used the software for:

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

October 23, 2008

4.0

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.

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.

Review Source

LW

Lynnette W.  
Principal  
Insurance  
Used the software for: 1-2 years

### "Northern User"

August 30, 2018

4.0

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

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.

Review Source

DM

DAVID M.  
Pres  
  
Used the software for: 6-12 months

### "I am referring to Hawksoft CLOUD and NOT Hawksoft regular. "

September 11, 2018

3.0

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.

Review Source

KS

Kyle S.  
Principal  
Insurance  
Used the software for: Less than 6 months

### "Great Agency Management System"

May 20, 2019

5.0

Our agency went from using no AMS to having Hawksoft. The speed at which I can accomplish tasks is remarkable and Hawksoft makes documentation very easy.

Pros

\- Ease of use - Customer Support - Custom made to fit your needs - 2 way integration with EZ Lynx

Cons

\- Sometimes it will lag a little while typing and the screen will jitter while in the internal Internet Explorer browser

Review Source

NP

Nelson P.  
CEO  
  
Used the software for:

### "We are never going to leave Hawksoft !"

April 29, 2015

5.0

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

Review Source

PA

Ponce A.  
owner  
  
Used the software for:

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

October 23, 2008

4.0

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.

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

Review Source

RM

Rhea M.  
Admin Back Office Support  
  
Used the software for: 6-12 months

### "Hawksoft is super user friendly! "

November 7, 2017

5.0

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

Review Source

MG

Michael G.  
Senior Analyst  
Insurance  
Used the software for: Less than 6 months

### "Good CMS"

December 12, 2019

4.0

We are able to manage relationships better and make informed decisions.

Pros

Enables you to manage engagements with customers and track past history of communications. This helps with resolving future issues.

Cons

Can be tricky to navigate the system and get used to all of the tools available. Requires some training.

Review Source

JW

Jeffrey W.  
Owner  
  
Used the software for:

### "we bought, we're happy, we highly recommend"

October 24, 2008

4.0

we bought, we're happy, we highly recommend

Pros

Very well structured for windows use

Cons

weak on claims and commercial

Review Source

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