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4.4
/5
60
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What users say
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150
Per month
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Free trial
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79
/user
Per month
Pricing model
Free trial
Price starts from
10000
Per year
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Free trial
Price starts from
59
Per month
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Free trial
Price starts from
15500
/user
One-time payment
Pricing model
Free trial
Pramod N.
Verified reviewer
Insurance, 11-50 employees
Used daily for 2+ years
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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.
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.
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.
Rebecca D.
Verified reviewer
Insurance, 11-50 employees
Used daily for 2+ years
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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.
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.
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.
Todd S.
Insurance, 1-10 employees
Used daily for 2+ years
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Excellent
Ease of use, captures all policy detail, integration with Quick Books. Pricing is well below Applied Systems.
I can't think of anything that I don't like about this software.
Thanks for the great review! We're glad you're enjoying the features and ease of use of HawkSoft!
Jack T.
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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
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)
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>)
Charles H.
Insurance, 1-10 employees
Used daily for 2+ years
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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.
So easy to use. Integrated document management. Download service at no extra cost.
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.
John P.
Consumer Services, 1-10 employees
Used daily for 2+ years
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The ability to work more proficiently without the added frustration of TAM and there lack of customer service and there bloated pricing.
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.
Needs to work on the commercial side. It is missing many basic items that do not conform to the basic accord apps.
Brian G.
Insurance, 1-10 employees
Used daily for 2+ years
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A great company that not only offers a great product, but also great service.
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.
There really isn't a thing that I don't like.
Claudia M.
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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!
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,...
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.
Nelson P.
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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
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George P.
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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.
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Ponce A.
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I would recommend this system to anyone in the insurance business. Compared to other Agency Mgmt Systems cost, Hawksoft is competitive. They price their systems to accomodate both large and small agencies.
1. Paperless 2. Reports,contact customer 3. Great support,tutorial, ease to comprehend. 4. Value for dollars spent on this system
1.correcting downloads from companies. 2.Getting companies to download. However, not the fault of Hawksoft, that I can see