HawkSoft - Agency's best companion

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.

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.

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.

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.

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.

Unstable/Constant Issues, but Good when it works

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.

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.

Economical, user-friendly agency management

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.

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.

Best Agency Management System Ever

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.

A True Partner

While at national user group conference, agency owner to founder of HawkSoft "I wish we could do this in HawkSoft." Founder of HawkSoft "I like it!" - to his development guys in the room "Figure out how we are going to do that because it's gonna happen!" They listen and respond. Awesome company to be partnered with!!!

Pros

The most responsive agency management system system I have ever been exposed to! They truly care about their agency partners - our needs and desires!

Cons

I'm actually struggling with finding something I don't like about HawkSoft. It is taking a long time for them to open up their API, but I know they are begin very diligent and purposeful about it and that I can appreciate!

Amazing way to keep track of and list your clients data in one place.

Amazing program and awesome support staff when needed.

Pros

This program is very robust. We keep track of all of our client data, signature forms, photos, etc. all within this program. I highly recommend this program to any Insurance or Office Agency.

Cons

The only thing that I don't like is that you are very limited to what you can customize for individual use. Meaning, every producer in our office likes to set things up to their own systems and color schemes. Although you can do this to an extent, it would be nice if you could do more.

Hawksoft Rocks

Overall I have had a very positive experience using Hawksoft. Should I ever run into an issue, I call support and the issue is taken care of. Top notch tech support and customer service.

Pros

The ease with whitch we can log calls and transactions with clients, and how easy it is to track a clients history with us.

Cons

I cant think of any at this time, I have had nothing but a positive experience

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.

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.

The best Agency Management Software ever!

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.

Hawksoft Review

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.

Hawksoft rules service!

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.

Hawksoft

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)

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

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.

Great customer management system, which makes it simple to input and keep track of customers

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.

So great to be out of Applied Systems hell!

CMS allowed me to discontinue my scanning software. It's easy to use. Training new hires is a snap. The customer service is first rate and very friendly. All that and the price is great! After years of being gouged by Applied, I'm so happy to have found CMS. Raving fan.

Pros

So easy to use. Integrated document management. Download service at no extra cost.

Cons

I would like two things: The ability to mark up scans with notes, etc.. and OCR ability on scans. I miss the powerful OCR ability of docStar, my prior scanning solution.

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.

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.

Agency Management System for Real Agencies

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.

Great AMS

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.

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.

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.

Great Company & Product

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.

Fantastic, life at work is so much easier

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.

HawkSoft CMS

We have had a good experience with their customer services. They are always happy to help with any issue that pops up for us.

Pros

HawkSoft CMS is easy to use for the tasks I have to do daily for my position and allows me to multitask.

Cons

Some of the features could be developed a little more. We like to run a lot of reports and HawkSoft CMS struggles with that sometimes.

Perfect and Affordable Agency Management System

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.

On a scale of 1-10, I rank Hawksoft an 11!

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.

Easy to Navigate

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.

Hawksoft is the choice for the future.

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.

Very functional Client Management system

Pros

I like how everything is organized in HS. It is very easy on the eyes and user friendly. The reports generator is quick. Creating accord forms is fast. The program is simple and doesn't have too many features that would make using it complicated.

Cons

There are not a lot of insurance carriers that download to this system. Plus the carriers that do only download information and not the actual carrier documents.

Best insurance client data base

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.

Hawksoft - A Refreshing Approach

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.

excellent software

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

Continuous improvements

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

Hawksoft

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

HAWKSOFT

I am able to find clients very easy and update information

Pros

its very simple to follow and use, i love it ITS EASY TO FOLLOW, I WOULD RECOMMEND THIS SOFTWARE TO ALL COMPANIES

Cons

no complaints so far very simple to use I HAVE NOT HAD ANY ISSUES AT ALL EASY ONLY PROBLEM IS THAT NOT EVERY COMPANY USES IT.

HawkSoft CMS_Review

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

Customer service is awesome

Pros

ease of use.

Cons

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

Northern User

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.

Very User Friendly

Pros

I am able to navigate the software with ease. I leared how to use it very quickly and highly recommend it to any one who needs to keep track of lots of accounts.

Cons

Every now and then it will just close the window and a few seconds to a minute later it will pop back up right where you left off.

Disappointed in Hawksoft online.

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.

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

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.

Great Agency Management System

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

Hawksoft

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"

We are never going to leave Hawksoft !

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

I am referring to Hawksoft CLOUD and NOT Hawksoft regular.

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.

Potential but pricey

Pros

The carrier integration is great, with the carriers that will download to it. I feel that the customer pipeline could use some work and be able to provide more features.

Cons

Slow. Sluggish. Will freeze up sometimes. Maybe it just takes up a lot of memory.

Hawksoft is super user friendly!

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

Agency management system

Pros

This software program is all web based and is a great place to keep all our clients information, including personal and policy info.

Cons

This software program has many glitches that are very important when it comes to the field we are in. It can be down as well without advising the customers.

HawkSoft delivers a perfect user experience!

Our agency has been a HawkSoft user since 2008. We made the move from a prior system as it was no longer meeting our needs and the support costs were getting out of control. HawkSoft offered an innovative and affordable solution to this issue and since being with them, they have been a superior partner in adapting to emerging technology and taking user suggestions to improve the product. Simply, it is one of the best business decisions our agency has ever made.

Love Hawksoft

I have used Hawksoft for over a year and totally love it. I am a mostly commercial agency and use download. The system works great for issuing certificates. I no longer had issuing certificates! I can issue a cert in less than a minute! I use the online version and have found it to work great. We can even access with a mobile device easily. I can even issue a cert from by tablet!!! Hope they don't get bought out by Applied or AMS as I am sure they would like to eliminate this competition!