HawkSoft CMS
About 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.
From policies and leads to customer service, quoting, billing and payments. HawkSoft gives you data-driven insights into what's working in your agency, so you can focus on what matters – getting more customers and making more money.
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- Industry: Insurance
- Company size: 11–50 Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 9.0 /10
Economical, user-friendly agency management
Reviewed on 08/01/2019
Hawksoft is economical and offers great growth opportunity for the agency. Their support is...
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.
- Industry: Insurance
- Company size: 2–10 Employees
- Used Daily for 2+ years
-
Review Source
Overall rating
- Ease of Use
- Likelihood to recommend 5.0 /10
Feature rich but high learning curve
Reviewed on 31/05/2021
It’s a great product and one that keeps my workflow moving.
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.
Response from HawkSoft
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 their insurance technology stack, such as our e-Signature solution, Managed Accounting Services, and API integrations for marketing automation, review management, and much more.
In our eyes, an agency should have all necessary agency management features included at one flat rate, with the ability to customize their technology stack as their agency grows and their needs evolve. We don't want to build those customization costs into the price when not all agencies will need those features.
- Industry: Insurance
- Company size: 11–50 Employees
- Used Daily for 1+ year
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 0.0 /10
Unstable/Constant Issues, but Good when it works
Reviewed on 24/07/2020
When the system works, it is fine, but it errors about once a week. It is a constant battle and...
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.
Response from HawkSoft
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 for timely service.
The connectivity issues lasted for nearly half the day for most agencies in that region. We trust that your agency is now back up and running. We value you as a customer, Michael, and we want to understand all of your concerns as fully as possible. Please don't hesitate to reach out to [email protected] if you would like to discuss your experience further. While we can't promise that there will never be disruptions to service, we can promise that we'll leave no stone unturned to make it right for you and your agency when there is a disruption.
- Industry: Insurance
- Company size: 11–50 Employees
- Used Daily for 2+ years
-
Review Source
Overall rating
- Ease of Use
- Likelihood to recommend 10.0 /10
HawkSoft - Agency's best companion
Reviewed on 12/10/2018
We have used many AMS like AMS360, EzApps, etc for different agencies, but HawkSoft is the BEST. It...
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.
- Industry: Insurance
- Company size: 2–10 Employees
- Used Daily for 2+ years
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Very effective client management system.
Reviewed on 10/02/2021
Being able to text a client directly from the system is very handy and time saving. One of the...
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.
Response from HawkSoft
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!
HawkSoft CMS FAQs
Below are some frequently asked questions for HawkSoft CMS.Q. What type of pricing plans does HawkSoft CMS offer?
HawkSoft CMS offers the following pricing plans:
- Starting from: USD 250.00/month
- Pricing model: Subscription
- Free Trial: Not Available
Q. Who are the typical users of HawkSoft CMS?
HawkSoft CMS has the following typical customers:
Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000
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 (Mobile), iPhone (Mobile), iPad (Mobile)
Q. What other apps does HawkSoft CMS integrate with?
We do not have any information about what integrations HawkSoft CMS has
Q. What level of support does HawkSoft CMS offer?
HawkSoft CMS offers the following support options:
Chat
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