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HawkSoft CMS Pricing, Features, Reviews and Alternatives

HawkSoft CMS product overview

What is HawkSoft CMS?

HawkSoft is an insurance agency management system that offers a comprehensive suite of tools such as client relationship management, claim tracking and auditing, policy management and more.

Typical customers

Freelancers
Small businesses
Mid size businesses
Large enterprises

Platforms supported

Web
Android
iPhone/iPad

Support options

Chat

Training options

Webinars
Live Online
In Person
Documentation

HawkSoft CMS pricing information

Value for money

4.3

/5

60

Starting from

ic-pricetag

No pricing info

Pricing options

Free plan
Subscription
Free trial
Pricing range

HawkSoft CMS features

Functionality

4.3

/5

60

Total features

9

1 categories

Most valued features by users

Document Management
Contact Management
Property & Casualty
Insurance Rating
Insurance Policy Management
Claims Management
Quotes/Estimates
Commission Management

HawkSoft CMS users reviews

Overall Rating

4.4

/5

60

Positive reviews

Rating breakdown
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8.83/10
Rating distribution

5

4

3

2

1

38

16

2

2

2

Pros
Amazing software managing or help us manage our agency in the most efficient manner. The most user friendly and perfect.
Hawksoft is economical and offers great growth opportunity for the agency. Their support is knowledgeable and quick.
I most appreciate the support and dedication of Hawksoft to help us succeed in using Hawksoft.
Cons
Unfortunately the company that runs the cloud service for Hawksoft does a poor job witch reflects poorly on Hawksoft.
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.
That they have not take time to link up with a third party mobile app vendor. The have neglected the API.
Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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HawkSoft - Agency's best companion

Reviewed 4 years ago

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.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Love Hawksoft

Reviewed 3 months ago

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.

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.

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!

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support

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Unstable/Constant Issues, but Good when it works

Reviewed 2 years ago

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.

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...

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend7/10

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Using Hawksoft for our Agency Management System

Reviewed 4 years ago

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...

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend5/10

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Like drinking from a fire hose

Reviewed 8 months ago
Pros

I came from captive world so does all was quite a shock but the software does what it says it will do

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. There are 12 major tasks that are done in anb insurance agency each week and software these days does about 10,000. Warren Buffet does not even have a computer on his desk.

Vendor response

Thanks for leaving us such a great review, Lee! The HawkSoft system does include a lot of options - our goal is to allow agencies to set things up in whatever way works best with their workflows, rather than conforming their processes to our system. Many of our features are implemented due to feedback from real agencies who have requested them. There is always a learning curve for adopting a new system, but but our training guides and videos can help you get the basics down quickly. And you have consultation sessions with our implementation team across your first year to help you learn more once you've got that down! Feel free to let them know if there's anything your agency could use a little extra help on.

HawkSoft CMS FAQs and common questions

Q. What type of pricing plans does HawkSoft CMS offer?

HawkSoft CMS has the following pricing plans:
Pricing model: Subscription


Q. Who are the typical users of HawkSoft CMS?

HawkSoft CMS has the following typical customers:
Freelancers, Large Enterprises, Mid Size Business, Small Business


Q. What languages does HawkSoft CMS support?

HawkSoft CMS supports the following languages:
English


Q. Does HawkSoft CMS support mobile devices?

HawkSoft CMS supports the following devices:
Android, iPad, iPhone


Q. Does HawkSoft CMS offer an API?

No, HawkSoft CMS does not have an API available.


Q. What level of support does HawkSoft CMS offer?

HawkSoft CMS offers the following support options:
Chat

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