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HawkSoft CMS Features

Features Summary

Functionality

4.3

/5

60

Total features

9

1 categories

HawkSoft CMS features

Claims Management
Commission Management
Contact Management
Document Management
Insurance Policy Management
Insurance Rating
Life & Health
Property & Casualty

Common features of Insurance software

API
Access Controls/Permissions
Accounting Integration
Activity Dashboard
Activity Tracking
Alerts/Notifications
Audit Trail
Calendar Management

Price starts from

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No pricing info

Pricing options
Free plan
Subscription
Free trial

Screenshots

Contenders comparison

Functionality

4.3

/5

60

Price starts from

ic-pricetag

No pricing info

learn more

Total Features

9

Unique features

  • Insurance Rating

  • Commission Management

  • Document Management

  • Quotes/Estimates

Functionality

4.6

/5

2.2K

Price starts from

69.99

/user

Per year

learn more

Total Features

29

Features in Common

0

Unique features

  • Network Provisioning

  • Activity Monitoring

  • Real Time Reporting

  • Access Controls/Permissions

Functionality

4.8

/5

1K

Price starts from

Free

learn more

Total Features

13

Features in Common

0

Unique features

  • Search Engine

  • Extension Management

  • App Management

  • Private Browsing

Common HawkSoft CMS comparisons

Reviewers who mentioned features said:

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 recommend9/10

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Economical, user-friendly agency management

Reviewed 4 years ago

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.

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

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A True Partner

Reviewed 4 years ago

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!

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

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

Reviewed 4 years ago

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.

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

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Feature rich but high learning curve

Reviewed a year ago

It’s a great product and one that keeps my workflow moving.

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...

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

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Very effective client management system.

Reviewed 2 years ago

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.

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!

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

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Best Agency Management System Ever

Reviewed 4 years ago

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.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

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Hawksoft Review

Reviewed 4 years ago

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.

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

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Hawksoft

Reviewed 12 years ago

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<AMS>)

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

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

Reviewed 4 years ago

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.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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

Reviewed 5 years ago

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.

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

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HawkSoft Has Been a Great CMS

Reviewed 4 years ago

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.

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

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Agency Management System for Real Agencies

Reviewed 4 years ago

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.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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Great AMS

Reviewed 4 years ago

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.

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

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Great Company & Product

Reviewed 4 years ago

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.

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

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Fantastic, life at work is so much easier

Reviewed 5 years ago

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.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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Hawksoft Rocks

Reviewed 4 years ago

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

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

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HawkSoft CMS

Reviewed 3 years ago

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.

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

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

Reviewed 14 years ago

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,...

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.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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Easy to Navigate

Reviewed 4 years ago

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.

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

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Hawksoft is the choice for the future.

Reviewed 4 years ago

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.

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

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Very functional Client Management system

Reviewed 4 years ago
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.