--- description: Review of HawkSoft CMS Software: system overview, features, price and cost information. Get free demos and compare to similar programs. image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png title: HawkSoft CMS | Reviews, Pricing & Demos - SoftwareAdvice GB --- Breadcrumb: [Home](/) > [Claims Management Software](/directory/3405/claims-management/software) > [HawkSoft CMS](/software/43096/hawksoft) # HawkSoft CMS Canonical: https://www.softwareadvice.co.uk/software/43096/hawksoft Page: 1 / 4\ Next: [Next page](https://www.softwareadvice.co.uk/software/43096/hawksoft?page=2) > 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. > > Verdict: Rated **4.5/5** by 64 users. Top-rated for **Likelihood to recommend**. ----- ## Quick Stats & Ratings | Metric | Rating | Detail | | **Overall** | **4.5/5** | 64 Reviews | | Ease of Use | 4.3/5 | Based on overall reviews | | Customer Support | 4.6/5 | Based on overall reviews | | Value for Money | 4.3/5 | Based on overall reviews | | Features | 4.3/5 | Based on overall reviews | | Recommendation percentage | 90% | (9/10 Likelihood to recommend) | ## About the vendor - **Company**: HawkSoft - **Location**: Canby, US - **Founded**: 1995 ## Commercial Context - **Starting Price**: US$250.00 - **Target Audience**: Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000 - **Deployment & Platforms**: Cloud, SaaS, Web-based, Mac (Desktop), Windows (Desktop), Windows (On-Premise), Linux (On-Premise), Android (Mobile), iPhone (Mobile), iPad (Mobile) - **Supported Languages**: English - **Available Countries**: United States ## Features - API - Claims Management - Client Portal - Commission Management - Contact Management - Document Management - Email Marketing - Insurance Policy Management - Insurance Rating - Life & Health - Pipeline Management - Policy Management - Property & Casualty - Quotes/Estimates ## Support Options - Chat ## Category - [Claims Management Software](https://www.softwareadvice.co.uk/directory/3405/claims-management/software) ## Related Categories - [Claims Management Software](https://www.softwareadvice.co.uk/directory/3405/claims-management/software) - [Insurance Software](https://www.softwareadvice.co.uk/directory/4506/insurance/software) ## Alternatives 1. [ePayPolicy](https://www.softwareadvice.co.uk/software/108153/epaypolicy) — 4.9/5 (247 reviews) 2. [Jenesis Software](https://www.softwareadvice.co.uk/software/62001/jenesis-agency-management) — 4.7/5 (283 reviews) 3. [Applied Epic](https://www.softwareadvice.co.uk/software/441710/applied-epic) — 4.2/5 (141 reviews) 4. [pVerify](https://www.softwareadvice.co.uk/software/331869/pverify) — 4.3/5 (41 reviews) 5. [EZLynx](https://www.softwareadvice.co.uk/software/74031/ezlynx) — 3.7/5 (73 reviews) ## Reviews ### "Very effective client management system." — 5.0/5 > **Verified Reviewer** | *10 February 2021* | Insurance | Recommendation rating: 10.0/10 > > **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. > > 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. ----- ### "Using Hawksoft for our Agency Management System" — 4.0/5 > **Paulette** | *24 August 2018* | Insurance | Recommendation rating: 7.0/10 > > **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 to navigate through. It is not as user friendly for life \& health and there is no category to segment "Group Benefits". It's all lumped under "other". Commission Reports for Life \& Health are difficult to reconcile for various reasons. We chose Hawksoft because we were told that every line of business could be combined into 1 management system (except for investments of course) and that is not as simple as it sounds. There are challenges. Integrating with a rater would be wonderful for personal lines. A pet peave of the agency principle is that you have to click too many things to get out of something. Agency billing \& invoicing is a challenge at times. > > 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. ----- ### "Hawksoft can't deliver" — 1.0/5 > **Chris** | *14 September 2020* | Insurance | Recommendation rating: 0.0/10 > > **Pros**: The product itself is functional and easy to use. > > **Cons**: Hawksoft is not able to consistently deliver reliable connectivity. They system frequently goes offline, sometimes for days, and this completely shuts down an agency. > > What used to be good is now horribly unreliable and the management's refusal to adequately address their server hosting partner's incompetence and inability to deliver consistent connectivity is an embarrasment. ----- ### "Feature rich but high learning curve" — 5.0/5 > **Verified Reviewer** | *31 May 2021* | Insurance | Recommendation rating: 5.0/10 > > **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. > > It’s a great product and one that keeps my workflow moving. ----- ### "Love Hawksoft" — 5.0/5 > **James** | *25 May 2022* | Insurance | Recommendation rating: 10.0/10 > > **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. > > I switched from one of the big two and the only regret I have is not switching sooner. 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