HawkSoft CMS 2026: Benefits, Features & Pricing

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Overview
Pricing and Plans
Features
User Reviews

Overview

HawkSoft CMS

4.5

(64)

Pricing

Starting at $250.00 per month

About HawkSoft CMS

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 CMS Screenshots

HawkSoft CMS Pricing and Plans

Starting price: $250.00 per month

Free Trial

Free Version

Basic

$250.00

per month

No plan information available

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HawkSoft CMS Features

Popular features found in Insurance
Activity Tracking
Audit Trail
Contact Management
Document Management
Insurance Rating
Policy Management
Quotes/Estimates
Self Service Portal
Workflow Management
More features of HawkSoft CMS
API
Claims Management
Client Portal
Commission Management
Email Marketing
Insurance Policy Management
Life & Health
Pipeline Management
Property & Casualty

HawkSoft CMS User Reviews

Overall Rating

4.5

Ratings Breakdown

64%

27%

Secondary Ratings

Ease of Use

4.3

Value for money

4.3

Customer support

4.6

Functionality

4.3

Verified

Reviewer

Insurance

2-10 employees

Used daily for more than 2 years

Review source

Reviewed February 2021

Very effective client management system.

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.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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.

Vendor Response

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!

Replied February 2021

Paulette A.

Insurance

11-50 employees

Used daily for less than 2 years

Review source

Reviewed August 2018

Using Hawksoft for our Agency Management System

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.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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.

Chris P.

Verified reviewer

Insurance

2-10 employees

Used daily for more than 2 years

Review source

Reviewed September 2020

Hawksoft can't deliver

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.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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.

Vendor Response

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.

Replied September 2020

Verified

Reviewer

Insurance

2-10 employees

Used daily for more than 2 years

Review source

Reviewed May 2021

Feature rich but high learning curve

It’s a great product and one that keeps my workflow moving.

Ratings Breakdown

Ease of use

Functionality

Pros:

Accessing to customer files and notes on the fly makes handing customers easy. Keeping notes up to date is essential to making sure that clients are handled on time and according to client requests.

Cons:

Lots of features are missing and are added based on fees. So what you may think is included, isn’t, and you’ll get charged monthly for it.

Vendor Response

Thanks for leaving such a great review of HawkSoft! In response to your comment on fees, HawkSoft includes all the core management features you need to run your agency (including reports and dashboards, batch email marketing, accounting workflows, our mobile-friendly Agent Portal, and more) at one price, rather than using pricing tiers. We do also offer add-on features for agencies looking to customize their insurance technology stack, such as our e-Signature solution, Managed Accounting Services, and API integrations for marketing automation, review management, and much more. In our eyes, an agency should have all necessary agency management features included at one flat rate, with the ability to customize their technology stack as their agency grows and their needs evolve. We don't want to build those customization costs into the price when not all agencies will need those features.

Replied June 2021

James B.

Verified reviewer

Insurance

2-10 employees

Used daily for more than 2 years

Review source

Reviewed May 2022

Love Hawksoft

I switched from one of the big two and the only regret I have is not switching sooner. Current reports do not do historical changes currently.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The customer service is the most important part of hawksoft. They make you part of the family. It is an amazing family. The program is amazing, it works for our commercial, personal lines and they are growing with partners that help us automate.

Cons:

They were amazing to transfer data. The software is not perfect, but it has been amazing and we love it.

Reasons for choosing HawkSoft CMS

Attitude of company.

Reasons for switching to HawkSoft CMS

Vertafore attitude

Vendor Response

Thank you for the heartfelt review. We're glad you feel like part of the family at HawkSoft - that means we've done our job!

Replied May 2022

Verified

Reviewer

Information Technology and Services

11-50 employees

Used daily for more than 2 years

Review source

Reviewed October 2018

Hawksoft rules service!

Never missed a client, Earn graphs, Agency insight at fingertips to make sane decisions. Manage my staff :)

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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.

Verified

Reviewer

Insurance

2-10 employees

Used daily for more than 2 years

Review source

Reviewed August 2018

HawkSoft Has Been a Great CMS

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

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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.

Verified

Reviewer

Insurance

11-50 employees

Used daily for more than 2 years

Review source

Reviewed August 2018

Great AMS

They're a fantastic company.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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.

Verified

Reviewer

Insurance

1001-5000 employees

Used other for less than 12 months

Review source

Reviewed July 2021

Parallels with HawkSoft CMS

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.

Ratings Breakdown

Ease of use

Customer support

Functionality

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.

Vendor Response

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.

Replied August 2021

George Jr. G.

Verified reviewer

Insurance

2-10 employees

Used daily for more than 2 years

Review source

Reviewed August 2018

My Hawksoft Experience

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.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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.

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