HawkSoft Software


 

HawkSoft is an insurance management solution designed for independent agencies.

HawkSoft offers workflows for commercial and personal lines and an auto-documentation process that builds a trail of every client interaction. HawkSoft’s core package includes the reporting suite, Agency Intelligence, giving agents access to vital business metrics and sales pipeline management tools.  

HawkSoft offers drag-n-drop functionality, real-time quoting, downloads, e-signature, phone integration, QuickBooks integration, pre-fill ACORD forms and certificates of insurance, batch email marketing and texting.

Support is provided via phone, chat and in person.

 

HawkSoft - Agency reporting suite
 
  • HawkSoft - Agency reporting suite
    Agency reporting suite
  • HawkSoft - Actionable start page
    Actionable start page
  • HawkSoft - Package coverages
    Package coverages
  • HawkSoft - Sales and retention view
    Sales and retention view
  • HawkSoft - Phone integrations and screenpops
    Phone integrations and screenpops
Supported Operating System(s):
Mac OS, Web browser (OS agnostic), Windows 10

40 Reviews of HawkSoft

 

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Software Advice Reviews (2)
More Reviews (38)

Showing 1-2 of 2

DAVID from NSI
Specialty: Property & Casualty (P&C)
Number of employees: 2-10 employees Employees number: 2-10 employees

September 2018

September 2018

I am referring to Hawksoft CLOUD and NOT Hawksoft regular.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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
 
 

Rhea from Insurance
Specialty: Property & Casualty (P&C)
Number of employees: 11-50 employees Employees number: 11-50 employees

November 2017

November 2017

Hawksoft is super user friendly!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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
 
 
 
Showing 1-20 of 38

Pramod from Pi Tech Solutions Pvt. Ltd.
Number of employees: 11-50 employees Employees number: 11-50 employees

October 2018

October 2018

HawkSoft - Agency's best companion

Ease-of-use

Functionality

Product Quality

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality

We have used many AMS like AMS360, EzApps, etc for different agencies, but HawkSoft is the BEST. It stands up from crowd and it provides something which no other AMS could provide, PEACE of MIND. We know our data is safe in hands of HawkSoft.

Pros

HawkSoft is best all-in-one solution for small & growing agency as well as well established agency. It can maintain & manage data for thousands of customers without breaking a sweat. Very fluid, modern interface which is very easy to learn and use, loads of customization, complete control over your data and robust performance are plus points of this AMS. Also if you are new user, help is in abundance and available at your fingertips. Their integration with Raters and carriers is time saver.

Cons

Only thing I didn't like about HawkSoft is that their training course (HawkSoft University) are very expensive and provides very generic knowledge for the fees they charge.

Review Source: Capterra
 

Sagar from Pi tech Solutions Pvt. Ltd.
Number of employees: 11-50 employees Employees number: 11-50 employees

September 2018

September 2018

Best Agency Management System Ever

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

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.

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.

Review Source: Capterra
 

Sue from Van Dyn Hoven Insurance Agency
Number of employees: 2-10 employees Employees number: 2-10 employees

September 2018

September 2018

review

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Customer service is awesome

Pros

ease of use.

Cons

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

Review Source: Capterra
 

Lynnette from Aurora National Insurance
Number of employees: 2-10 employees Employees number: 2-10 employees

August 2018

August 2018

Northern User

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

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: Capterra
 

Gabe from All Valley Insurance, LLC
Number of employees: 2-10 employees Employees number: 2-10 employees

August 2018

August 2018

Great Company & Product

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

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.

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.

Review Source: Capterra
 

MaryAnn from Oakwood Insurance Agency
Number of employees: 11-50 employees Employees number: 11-50 employees

August 2018

August 2018

Agency Management System for Real Agencies

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

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: Capterra
 

Dawn from LF Insurance Group
Number of employees: 2-10 employees Employees number: 2-10 employees

August 2018

August 2018

Easy to Navigate

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

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: Capterra
 

George Jr. from Northwest Insurance Services
Number of employees: 2-10 employees Employees number: 2-10 employees

August 2018

August 2018

My Hawksoft Experience

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

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: Capterra
 

Vicky from Van Dyn Hoven Insurance
Number of employees: 2-10 employees Employees number: 2-10 employees

August 2018

August 2018

excellent software

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
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

Review Source: Capterra
 

Brian from Garner Insurance
Number of employees: 2-10 employees Employees number: 2-10 employees

August 2018

August 2018

Perfect and Affordable Agency Management System

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

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: Capterra
 

Rick from Viall Insurance Agency
Number of employees: 2-10 employees Employees number: 2-10 employees

August 2018

August 2018

Hawksoft is the choice for the future.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

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

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.

Review Source: Capterra
 

Don from Calrose Insurance Inc
Number of employees: 2-10 employees Employees number: 2-10 employees

August 2018

August 2018

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

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

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: Capterra
 

Amber from Barber Insurance Agency
Number of employees: 2-10 employees Employees number: 2-10 employees

August 2018

August 2018

Continuous improvements

Ease-of-use

Functionality

Product Quality

Customer Support

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Support

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: Capterra
 

Steve from Landmark Risk Management
Number of employees: 11-50 employees Employees number: 11-50 employees

August 2018

August 2018

Hawksoft - A Refreshing Approach

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

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: Capterra
 

Amerah from Joe Peterson Insurance
Number of employees: 11-50 employees Employees number: 11-50 employees

August 2018

August 2018

Hawksoft Review

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

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: Capterra
 

Carole from Advance Insurance & Benefits Nevada Inc
Number of employees: 51-200 employees Employees number: 51-200 employees

August 2018

August 2018

Hawksoft

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
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 Source: Capterra
 

Darren from Advance Insurance & Benefits
Number of employees: 11-50 employees Employees number: 11-50 employees

August 2018

August 2018

The Best Client data base

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Its great

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.

Review Source: Capterra
 


August 2018

August 2018

HawkSoft Has Been a Great CMS

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

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: Capterra
 

Paulette from Landmark Ins & Financial Group
Number of employees: 11-50 employees Employees number: 11-50 employees

August 2018

August 2018

Using Hawksoft for our Agency Management System

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

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.

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.

Review Source: Capterra
 

Bobbi from Glenn S. Caldwell Insurance Services
Number of employees: 2-10 employees Employees number: 2-10 employees

August 2018

August 2018

Hawksoft

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

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: Capterra