--- title: "HawkSoft CMS Reviews, Pros and Cons - 2026 Software Advice" description: "Reviews of HawkSoft CMS. Learn how real users rate this software's ease-of-use, functionality, overall quality and customer support. Talk to our advisors to see if HawkSoft CMS is a good fit for you!" source_url: "https://www.softwareadvice.com/insurance/hawksoft-profile/reviews/" page_type: "reviews" language: "en" --- 1 million+ businesses helped. Get advice Get Free Advice [Home](https://www.softwareadvice.com/) / [Insurance Software](https://www.softwareadvice.com/insurance/) / [HawkSoft CMS](https://www.softwareadvice.com/insurance/hawksoft-profile/) / HawkSoft CMS Reviews Software Advice offers objective insights based on verified user reviews and independent product and market research. When our advisors match you to a software provider, we may earn a referral fee. [Overview](https://www.softwareadvice.com/insurance/hawksoft-profile/) Reviews [Alternatives](https://www.softwareadvice.com/insurance/hawksoft-profile/alternatives/) # HawkSoft CMS User Reviews ## Reviews summary - Overall rating: 4.5/5 - Total reviews: 64 ### Secondary ratings - Ease of use: 4.3/5 - Customer support: 4.6/5 - Value for money: 4.3/5 - Functionality: 4.3/5 ### Rating distribution - 5 stars: 41 reviews (64%) - 4 stars: 17 reviews (27%) - 3 stars: 2 reviews (3%) - 2 stars: 2 reviews (3%) - 1 star: 2 reviews (3%) ### Most mentioned pros - We have been with Hawksoft since 2019 and it has been amazing to help us with our retention for client files and documents as well as a sales portal to keep up with prospecting and sales pipeline. - Like how easy it is to manage Certificates of insurance - So easy to work with if you can understand the client on the phone. ### Most mentioned 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. - Current reports do not do historical changes currently. - Hawksoft is not able to consistently deliver reliable connectivity. ## HawkSoft CMS customer reviews Showing reviews 1-25 of 64 (page 1). ### Very effective client management system. - Overall rating: 5/5 - Reviewer: Verified Reviewer - Verified reviewer: Yes - Industry: Insurance - Company size: 2-10 employees - Product usage: Used daily for more than 2 years - Reviewed: February 2021 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. 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: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### 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 --- ### Honest Review as Daily user - Overall rating: 5/5 - Reviewer: Alondra M. - Verified reviewer: Yes - Industry: Insurance - Company size: 11-50 employees - Product usage: Used daily for less than 2 years - Reviewed: July 2025 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. Hawksoft is my main program needed to do any work for our clients and it safely stores and organizes payments and documents provided for our plocies. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros Working with over 50 companies it makes accessing client customer ID's easily to find to make payments and keep track of any changes done to policies. #### Cons Hawksoft makes it easy for us to manage all of our companies without it unfortunately it makes my job alot harder and adds in a million extra steps I am not trying due to. I effeciently can manage my time cutting down work. #### Vendor response Thank you for the kind review. We're so happy to hear that HawkSoft allows for you to easily manage your day-to-day workflows. Please don't hesitate to reach out if you have any questions! Replied July 2025 --- ### Hawksoft can't deliver - Overall rating: 1/5 - Reviewer: Chris P. - Verified reviewer: Yes - Industry: Insurance - Company size: 2-10 employees - Product usage: Used daily for more than 2 years - Reviewed: September 2020 - Review source details: This review was submitted organically. No incentive was offered 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: 1/5 - Value for money: 1/5 - Customer support: 1/5 - Functionality: 1/5 #### 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 --- ### Using Hawksoft for our Agency Management System - Overall rating: 4/5 - Reviewer: Paulette A. - Industry: Insurance - Company size: 11-50 employees - Product usage: Used daily for less than 2 years - Reviewed: August 2018 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. 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: 3/5 - Value for money: 3/5 - Customer support: 5/5 - Functionality: 3/5 #### 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. --- ### Love Hawksoft - Overall rating: 5/5 - Reviewer: James B. - Verified reviewer: Yes - Industry: Insurance - Company size: 2-10 employees - Product usage: Used daily for more than 2 years - Reviewed: May 2022 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. 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: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### 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 --- ### Hawksoft rules service! - Overall rating: 5/5 - Reviewer: Verified Reviewer - Verified reviewer: Yes - Industry: Information Technology and Services - Company size: 11-50 employees - Product usage: Used daily for more than 2 years - Reviewed: October 2018 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. Never missed a client, Earn graphs, Agency insight at fingertips to make sane decisions. Manage my staff :) #### Ratings breakdown - Ease of use: 4/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 4/5 #### 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. --- ### HawkSoft Has Been a Great CMS - Overall rating: 5/5 - Reviewer: Verified Reviewer - Verified reviewer: Yes - Industry: Insurance - Company size: 2-10 employees - Product usage: Used daily for more than 2 years - Reviewed: August 2018 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. 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: 4/5 - Value for money: 4/5 - Customer support: 5/5 - Functionality: 4/5 #### 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. --- ### Great AMS - Overall rating: 5/5 - Reviewer: Verified Reviewer - Verified reviewer: Yes - Industry: Insurance - Company size: 11-50 employees - Product usage: Used daily for more than 2 years - Reviewed: August 2018 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. They're a fantastic company. #### Ratings breakdown - Ease of use: 3/5 - Value for money: 3/5 - Customer support: 5/5 - Functionality: 3/5 #### 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. --- ### Parallels with HawkSoft CMS - Overall rating: 4/5 - Reviewer: Verified Reviewer - Verified reviewer: Yes - Industry: Insurance - Company size: 1001-5000 employees - Product usage: Used other for less than 12 months - Reviewed: July 2021 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. 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: 3/5 - Customer support: 4/5 - Functionality: 5/5 #### 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 --- ### My Hawksoft Experience - Overall rating: 4/5 - Reviewer: George Jr. G. - Verified reviewer: Yes - Industry: Insurance - Company size: 2-10 employees - Product usage: Used daily for more than 2 years - Reviewed: August 2018 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. 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: 4/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 4/5 #### 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. --- ### Service comparisons HawkSoft and the 2 of the most used management systems - Overall rating: 5/5 - Reviewer: Don L. - Industry: Insurance - Company size: 2-10 employees - Product usage: Used daily for more than 2 years - Reviewed: August 2018 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. the over all experience doesn't get better. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 4/5 #### 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. --- ### Agency Management System for Real Agencies - Overall rating: 5/5 - Reviewer: MaryAnn L. - Industry: Insurance - Company size: 11-50 employees - Product usage: Used daily for more than 2 years - Reviewed: August 2018 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. We've used Hawksoft since 2010 and have been very satisfied with their program and their service. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 4/5 #### 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. --- ### Fantastic, life at work is so much easier - Overall rating: 5/5 - Reviewer: John P. - Industry: Consumer Services - Company size: 2-10 employees - Product usage: Used daily for more than 2 years - Reviewed: May 2017 - Review source details: This review was submitted organically. No incentive was offered The ability to work more proficiently without the added frustration of TAM and there lack of customer service and there bloated pricing. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### 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. --- ### Easy to Navigate - Overall rating: 4/5 - Reviewer: Dawn M. - Industry: Insurance - Company size: 2-10 employees - Product usage: Used daily for more than 2 years - Reviewed: August 2018 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. New updates are available all the time. Which makes the ease of doing business that much easier with each new update. #### Ratings breakdown - Ease of use: 4/5 - Value for money: 4/5 - Customer support: 5/5 - Functionality: 4/5 #### 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. --- ### Best insurance client data base - Overall rating: 5/5 - Reviewer: Darren D. - Industry: Insurance - Company size: 11-50 employees - Product usage: Used daily for more than 2 years - Reviewed: November 2018 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. Its been a great no complaints. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 4/5 - Customer support: 5/5 - Functionality: 5/5 #### 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. --- ### Continuous improvements - Overall rating: 5/5 - Reviewer: Amber L. - Industry: Insurance - Company size: 2-10 employees - Product usage: Used daily for more than 2 years - Reviewed: August 2018 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. It is so easy to navigate. rarely ever have any problems and if we do customer service is quick and friendly. #### Ratings breakdown - Ease of use: 5/5 - Customer support: 5/5 - Functionality: 4/5 #### Pros It is very user-friendly. Easy to use. #### Cons I can't use it to orginaize my life. It would be helpful --- ### review - Overall rating: 4/5 - Reviewer: Sue S. - Industry: Insurance - Company size: 2-10 employees - Product usage: Used daily for more than 2 years - Reviewed: September 2018 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. Customer service is awesome #### Ratings breakdown - Ease of use: 4/5 - Value for money: 4/5 - Customer support: 5/5 - Functionality: 4/5 #### Pros ease of use. #### Cons learning all over. The switch from old management system to Hawksoft --- ### Northern User - Overall rating: 4/5 - Reviewer: Lynnette W. - Verified reviewer: Yes - Industry: Insurance - Company size: 2-10 employees - Product usage: Used daily for less than 2 years - Reviewed: August 2018 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. Has been very positive - we always know help is just a phone call away if we need it. #### Ratings breakdown - Ease of use: 3/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 4/5 #### 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. --- ### Great Agency Management System - Overall rating: 5/5 - Reviewer: Kyle S. - Verified reviewer: Yes - Industry: Insurance - Company size: 2-10 employees - Product usage: Used daily for less than 6 months - Reviewed: May 2019 - Review source details: This review was submitted organically. No incentive was offered 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. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 4/5 - Customer support: 5/5 - Functionality: 5/5 #### 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 --- ### I would recommend this system to anyone in the insurance business. - Overall rating: 4/5 - Reviewer: Ponce A. - Product usage: Used unspecified for unspecified - Reviewed: October 2008 - Review source details: This review was submitted organically. No incentive was offered 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. #### Ratings breakdown - Ease of use: 4/5 - Customer support: 5/5 #### 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 --- ### Good CMS - Overall rating: 4/5 - Reviewer: Michael G. - Verified reviewer: Yes - Industry: Insurance - Company size: 10000+ employees - Product usage: Used other for less than 6 months - Reviewed: December 2019 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. We are able to manage relationships better and make informed decisions. #### Ratings breakdown - Ease of use: 4/5 - Functionality: 4/5 #### 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. --- ### Hawksoft Review - The agencies future system. - Overall rating: 5/5 - Reviewer: Greg L. - Verified reviewer: Yes - Industry: Insurance - Company size: 11-50 employees - Product usage: Used daily for more than 2 years - Reviewed: January 2025 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. We have been with Hawksoft since 2019 and it has been amazing to help us with our retention for client files and documents as well as a sales portal to keep up with prospecting and sales pipeline. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros The multi feature use for accessing client files and also being able to report from that information! #### Cons Some of the tasks are still on a single clear feature and not a batch feature. #### Reasons for choosing HawkSoft CMS More integrations and more tools at our disposal as we were going independent! #### Reasons for switching to HawkSoft CMS System was actually Nationwide AGSS We went independent and we needed to obtain a new CMS! #### Vendor response Thank you for the positive review! We appreciate the feedback on tasks. We are continuing to improve the platform and are happy you are a member of the HawkSoft family. Please don't hesitate to reach out to us if you have any further questions. Thanks again! Replied January 2025 --- ### Economical, user-friendly agency management - Overall rating: 4/5 - Reviewer: Rebecca D. - Verified reviewer: Yes - Industry: Insurance - Company size: 11-50 employees - Product usage: Used daily for more than 2 years - Reviewed: January 2019 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. Hawksoft is economical and offers great growth opportunity for the agency. Their support is knowledgeable and quick. They work well even with our outside tech support company. We are able to efficiently maintain our database and our employees can easily navigate the system making them more productive. #### Ratings breakdown - Ease of use: 4/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 4/5 #### Pros Intuitive - easy to use. Adding functionality frequently. Allows many windows open at once in case we get client calls one after another. Economical - much better pricing than most other products. Lots of reporting options that help us keep on top of many agency aspects from sales to retention, to the flow of business. Several opportunities to connect and learn annually with the conventions they offer around the country. Great learning sessions in each - highly recommend attending conventions. #### Cons Slower-than-desired rollout of integrated texting that our clients want. Software doesn't do quite as good of a job of exporting to multi-raters (EZLynx in particular) as I'd hope. Some of the things I would expect to match up do not and we have to adjust them manually. There are a few things (like vehicle types or branded titles) that we can't run reports on. --- ### Feature rich but high learning curve - Overall rating: 5/5 - Reviewer: Verified Reviewer - Verified reviewer: Yes - Industry: Insurance - Company size: 2-10 employees - Product usage: Used daily for more than 2 years - Reviewed: May 2021 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. It’s a great product and one that keeps my workflow moving. #### Ratings breakdown - Ease of use: 2/5 - Functionality: 3/5 #### 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 --- ### Unstable/Constant Issues, but Good when it works - Overall rating: 2/5 - Reviewer: Michael W. - Verified reviewer: Yes - Industry: Insurance - Company size: 11-50 employees - Product usage: Used daily for less than 2 years - Reviewed: July 2020 - Review source details: This review was submitted organically. No incentive was offered When the system works, it is fine, but it errors about once a week. It is a constant battle and with what we do and how important the system is to our minute by minute workflow, the instability kills this product for us. Knowing this now, I would have opted for a different program/company. You simply can't trust that it will be there all the time for your company, or that work you do won't just be lost at random. #### Ratings breakdown - Ease of use: 4/5 - Value for money: 1/5 - Customer support: 1/5 - Functionality: 3/5 #### Pros The ability to drag and drop was a step up from our previous, not much else, perhaps some of the interactivity and organization of the tasks. #### Cons Notes entered can be dropped/lost without notice with relative frequency, and when notes are absolutely essential to what we do, well, simply put, that cannot happen. #### Reasons for switching to HawkSoft CMS The added functionality and ability to use on any device. #### Vendor response Thank you for sharing your concerns, Michael. The recent connectivity issues you experienced are due to load-balancing problems on one of our servers. It affected only those agencies whose data is hosted on that server, but we understand the frustration caused by the loss of productivity and disruption to your business, as well as the impact that trickles through to policyholders who trust your agency for timely service. The connectivity issues lasted for nearly half the day for most agencies in that region. We trust that your agency is now back up and running. We value you as a customer, Michael, and we want to understand all of your concerns as fully as possible. Please don't hesitate to reach out to support@hawksoft.com if you would like to discuss your experience further. While we can't promise that there will never be disruptions to service, we can promise that we'll leave no stone unturned to make it right for you and your agency when there is a disruption. Replied August 2020 ## More reviews [Next reviews](https://www.softwareadvice.com/insurance/hawksoft-profile/reviews/?page=2) --- HawkSoft CMS Reviews, Pros and Cons - 2026 Software Advice