Summary:
Created by independent agents, HawkSoft is a leading insurance agency management system for agencies looking to grow, retain, and measure their book of business. With an easy-to-use interface, HawkSoft provides effective workflows for personal and commercial lines of business. Users can customize some tasks using Hot Buttons, which assists in reducing the number of steps in the workflow. Users can easily perform daily tasks such as endorsements, notes, document storage, suspense, ACORD forms, and track sales activities using the Sales Pipeline. HawkSoft currently offers two implementation options: online and local in-office installation. A new, updated browser-based version is in the process of rolling out to new and existing customers.

Key Features:

• Two-Click Rule – HawkSoft tries to implement a two-click rule for most items within a workflow
• Access to Live Customer Service
• Data Ownership
• Agency Intelligence – Reporting
• Sales Pipeline

Personal Lines Rater:
Personal Lines Rating integration is provided for most personal lines raters, along with carrier integration using HawkLink. This helps agencies obtain quick and accurate quotes for their clients. With the addition of the HawkSoft API, other leading insurtech products can integrate their solutions, providing a robust technology suite. For a more detailed list of integrations, please visit the HawkSoft Partner Page.

Reporting:
Some of the key functionality of HawkSoft resides in the ability to provide reporting on key performance indicators using their Agency Intelligence Reporting. Agency Intelligence provides staff and owners insight into the key data needed to manage the agency and help improve performance. When it comes to managing production, the Sales Pipeline provides an in-depth overview of the sales process.

Accounting:
All insurance (trust) accounting, including commissions and end-of-day reports (payments), is provided within the system. General Ledger accounting is done through HawkSoft’s integration with QuickBooks.

Downloads:
Communication with carriers is easy using HawkSoft’s download capabilities. Downloads are provided using IVANS and Team-Up. Downloads for Policy Data, Claims, eDocs, and Direct Bill Commissions are available with most carriers. (Contact HawkSoft for a complete listing.)

Support:
As a user, you become a member of the HawkSoft family. Customer service is one of the most important aspects of HawkSoft, with many of its staff having prior experience working in agencies. They are also open to enhancement requests. Don’t forget the HawkSoft User Group, a great way to interact with other Hawksoft users.

Training and Setup:
Most onboarding and training can be completed within 30 to 45 days. HawkSoft offers training guides, training videos, webinar sessions, and live online meetings.

Integrations with Third-Party Programs:
HawkSoft is one of the leading systems for providing access to outside vendors that want to connect to their management system. They have a long list of connections in place and are very open to almost anyone who wants to integrate. This is a real plus for an agency.

Data Ownership:
HawkSoft’s Agreement Terms & Conditions states that “Client Data remains the sole ownership of the Customer.” Agencies can download their data at any time at no cost.

Final Thoughts:
HawkSoft is a great system for most any size agency.  Most of their users are small to mid-size. It provides a simple, easy-to-use interface along with exceptional agency intelligence reporting. Customization of Hot Buttons allows users to reduce the number of keystrokes for daily tasks. Basic insurance accounting is available. For general ledger accounting, you will need to use the QuickBooks integration. They have a simple licensing agreement that is not term-based, but rather month-to-month, and do not charge for data extraction or early termination fees. If your agency is looking for a privately-owned vendor focusing on customer service, HawkSoft would be a great fit.

* Unbiased review based upon information and insights available.