HawkSoft Software

4.48 / 5 (46)

About HawkSoft


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.



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Supported Operating System(s):

Mac OS, Web browser (OS agnostic), Windows 10

46 Reviews of HawkSoft

Average User Ratings

Overall

4.48 / 5 stars

Ease-of-use

4.5

Value for money

4.5

Customer support

5.0

Functionality

4.5

Ratings Snapshot

5 stars

(29)

4 stars

(13)

3 stars

(2)

2 stars

(1)

1 stars

(1)

Likelihood to Recommend

Not likely

Very likely

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Showing 1-20 of 46 reviews

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August 2018

Paulette from Landmark Ins & Financial Group

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

3.0

Value for money

3.0

Customer support

5.0

Functionality

3.0

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.

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.

January 2019

Rebecca from Oakwood Insurance Agency

Verified Reviewer

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

4.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

January 2019

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.

October 2018

Pramod from Pi Tech Solutions Pvt. Ltd.

Verified Reviewer

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

5.0

Functionality

5.0

October 2018

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.

September 2018

Sagar from Pi tech Solutions Pvt. Ltd.

Verified Reviewer

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

September 2018

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.

August 2018

Amerah from Joe Peterson Insurance

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

3.0

Value for money

4.0

Customer support

5.0

Functionality

3.0

August 2018

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.

August 2018

Dan from Machor Sage Insurance

Verified Reviewer

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

August 2018

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!

October 2018

Anonymous

Verified Reviewer

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

4.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

October 2018

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.

March 2010

Jack from Pathway Insurance Services, Inc

Review Source: Capterra


Ease-of-use

5.0

Customer support

5.0

March 2010

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)

April 2018

Ryan from Williamson Insurance Services

Verified Reviewer

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

April 2018

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.

August 2018

Don from Calrose Insurance Inc

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

August 2018

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.

January 2018

Darya from Secord Insurance Agency

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

4.0

Value for money

4.0

Customer support

5.0

Functionality

4.0

January 2018

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.

February 2019

Charles from Hughes West-Brook

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

February 2019

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.

August 2018

Anonymous

Verified Reviewer

Company Size: 2-10 employees

Review Source: Capterra