They system frequently goes offline, sometimes for days, and this completely shuts down an agency.

The product itself is functional and easy to use.

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

Amazing software managing or help us manage our agency in the most efficient manner. The most user friendly and perfect.

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.

There are so many things to list. And with every update the system keeps improving.

Hawksoft is economical and offers great growth opportunity for the agency. Their support is knowledgeable and quick.

Enables you to manage engagements with customers and track past history of communications. This helps with resolving future issues.

I love that they listen to my ideas regarding improvement and are almost always ready with helpful  solutions to my concerns.

The staff is always working to get agents requests finished to make the software fit our every need. Customer service is outstanding.

I don't expect it to be everything to my agency but HS seems to try to be that which I dislike.

Easy of use, help on the every click and integration with other carriers, rating websites makes this system perfect solution.

All that and the price is great. After years of being gouged by Applied, I'm so happy to have found CMS.

The simplicity of the software and its super friendly to use. Even first timers will not get any hard time learning.

How they continue to innovate. It gets better and better every quarter... or better.

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

We like the functionality and the quality of the support team, plus how it easily integrates with external applications (Outlook, QuickBooks and DocuSign).

Sometimes it will lag a little while typing and the screen will jitter while in the internal Internet Explorer browser.

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.

The team at hawksoft are worth every penny in customer service , fast , reliable and courteous and in ten years that is impressive.

Somewhat limited in servicing complex commercial accounts.

I'm actually struggling with finding something I don't like about HawkSoft.

The software is super user friendly and Hawksoft's support staff is even more so.

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.

Unfortunately the company that runs the cloud service for Hawksoft does a poor job witch reflects poorly on Hawksoft.

It is so easy to navigate. Rarely ever have any problems and if we do customer service is quick and friendly.

I am able to find clients very easy and update information.

I most appreciate the support and dedication of Hawksoft to help us succeed in using Hawksoft.

The functionality on the commercial side of things lack a bit but Hawksoft is working on it diligently.

Nothing, and I can't stress this enough, NOTHING works.

Every single piece of information that I need can be found on this software thanks to my company and the developers.

Overall, this team is talented, friendly, innovative and most of all offers a comfortable solution to small business CRM needs.

Amazing product with customer service that is above and beyond.

The software is versatile, easy to use, and evolves with your business needs. The team behind the product is a huge asset.

Surefyre is easy to use and able to integrate with other systems we use. Their team is always open to suggestions and will work with you so it fits your needs.

Since our last CRM was so simple and rigid, it was difficult to learn all of the different ways we could use the system.

Very difficult to get into at first, once you get the hang of it then it is very easy. Until  then, it can be frustrating.

Easy to use Google & Integrated Perfect For Insurance Sales.

Very easy to navigate around in. Easy to locate customers.

Easy to manipulate account information to better fit our enrollment workflow.

Very User Friendly and Support is Outstanding.

User friendly system that allows intergration with other systems for enrollment services. This system allows customization with reporting, layout, etc.

Truly excellent software that has streamlined our process and increased productivity substantially.

Anybody with any relevant office experience should be able to learn easily. Google integrated and internet based platform with tabs for outbound email and click to add calendar.

It's easy to learn, quick and easy to navigate and awesome to use.

I didn't think we could find this kind of software and service for the money. I am impressed and highly satisfied.

US Dollar

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.



LongDescription

Insurance Policy Management

Insurance Rating

Property & Casualty

Contact Management

Commission Management

Claims Management

Life & Health

Quotes/Estimates

Document Management

Mac OS

Web browser (OS agnostic)

Windows 10

Chat

Self-Employed

2-10

11-50

51-200

201-500

501-1000

HawkSoft CMS

In Person

Live Online

Webinars

Documentation

Surefyre is a cloud-based customer relationship management (CRM) solution designed for the needs of insurance agents. It is suitable for multiple types of carriers, including property, casualty, life and health care insurance providers.


Key features include a customer information system, commission tracking, document generation, task assignment and multichannel communication. The document generation feature pulls data from the existing customer information database and helps agents prepare and send accords, new proposals and invoices.


The built-in progress dashboard enables agents to track their monthly progress and keep track of deals closed and commission generated. It's also able to track commission generated by third-party agents and carriers. The automatic workflow engine guides agents through various steps of completing policy - from submitting documents to communicating policy details to clients.


Surefyre is available on per user per month subscription that includes support via phone and email.



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