Features & Quick Stats
PL and standard CL agencies
Key Features
View all core features and additional add-ons
- Automated workflows
- AMS is accessible via mobile device
- Open and documented API for third-party integrations
- Client access for self-service via online portal or mobile app
- Peer Community available
Core Business
How HawkSoft Helps Independent Agents & Brokers
Integrations
HawkSoft has over two dozen solution and integration partners for marketing automation, data analytics, review management, client portal, payment/billing, and more.
Partnerships
Enhancements & Additional Information
HawkLink automatically maps policy data to carrier websites, providing accurate, bindable quotes at no extra cost.
Subscriber Deals
Catalyit Team Review
Privately Owned with a Focus on Customer Service and Agent-Driven Product Innovations
Published: February 2024
What we like:
- Robust set of API partner and solution integrations
- Ease-of-use
- Access to live customer support
- Data ownership
- Reporting
- QuickBooks integration
Things to consider:
- Insurance (trust) accounting is handled natively by HawkSoft. General Ledger (operating) accounting is managed through HawkSoft’s integration with QuickBooks.
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.
Product Reviews
HawkSoft Videos
5 AI Opportunities for Retail Insurance Agencies in 2025
Office Space Day: Peter Gibbons’ Journey to 2025
Office Space Day: Bill Lumbergh’s Journey to 2025
HawkSoft Resources
Streamlining Agency Hiring and Onboarding Processes
Implementing Multi-Factor Authentication for Your Business
HawkSoft Launches New Cloud-Based Platform
How Can Independent Agencies (and the Systems They Use) Keep Client Data Secure?
Software in the Cloud: Browser-Based vs. Desktop-Based Applications
Product FAQs
Agency Management System
AMS-Suspense/follow-up tracking?
Yes
AMS-Direct bill commission download available?
Yes
AMS-Electronic signature integration?
Yes
AMS-Track all user activity?
Yes
AMS-Purge customer data/documents?
No
AMS-User customize views for "my" policies?
Yes
AMS-Employee time tracking available?
No
AMS-Personal downloads available?
Yes
AMS-Custom proposal module?
Yes
AMS-Location/mapping integration?
Yes
AMS-Support real-time interface for claim inquiries?
Yes
AMS-Ability to import schedules?
Yes
AMS-Agency/employee license tracking available?
Yes
AMS-Dashboard feature included?
Yes
AMS-Integrate with comparative quoting/rating systems?
Yes
AMS-Tools available for customer self-service
[Client issue certificates, eSignature integration]
AMS-Split/merge customers?
Yes
AMS-Task management?
Yes
AMS-Commercial downloads available?
Yes
AMS-Boolean searches of data?
No
AMS-Open documented API?
Yes
AMS-Track claim activity?
Yes
AMS-System support provided
[Support by email, Support by live chat, Support by phone, Training in-person, Training using videos, Training by person virtually, Active user group, On screen help]
AMS-Support claim download?
Yes
AMS-Accounting integrated?
Yes
AMS-Split/merge policies between customers?
Yes
AMS-All data fields available for reporting?
No
AMS-Software/platform access
[Cloud Hosted Server, On Premises]
AMS-Reporting on activity data?
Yes
AMS-Document creation capability?
Both proprietary word processing and Microsoft Word
AMS-Document management/scanning features available?
[Drag and drop file attachment, Global document search capability]
AMS-Reporting capabilities
[Commission payable reports, Commission receivable reports, Export reports to Excel, Production level reporting, Marketing campaign reports, New business reports, Sales production by employee, X-date reports]
AMS-Agency procedures available in system?
Yes
AMS-Fillable ACORD forms?
Yes
AMS-Marketing capabilities
[Sales pipeline management, Newsletter generation and distribution, Survey generation distribution, Dashboard specific to marketing and sales, Referral management]
AMS-Data sources available for document merging
[Contact, Policy, Coverage]
AMS-Dashboard customizable by agency role?
Yes
AMS-SMS/Texting integrated?
Yes
AMS-Scanning/attaching to client file capability?
Yes
AMS-Policy processing workflows?
Yes
AMS-Automatic renewal processing available?
Yes
AMS-Dashboard alert of items past due?
Yes
AMS-Custom activity tracking?
Yes
AMS-System security by role/function?
Yes
AMS-Carrier submission management available?
Yes
AMS-Fax integration?
Yes
AMS-VOIP integration?
Yes
AMS-Custom form capabilities?
Yes
AMS-Microsoft 365 integration
[Email, Calendar]
AMS-Reminder notifications/alerts available
[Email]
AMS-Archive customer data/documents?
Yes
AMS-Scanning/attaching to carrier file capability?
Yes
AMS-Accounting features offered
[Third party integration (e.g. QuickBooks), Account Payables, Company Payables, Customer Billing]
AMS-Prioritize/flag notes?
Yes
AMS-Mobile device access
Yes
User Community
HawkSoft User Group (HUG) provides access to tools and resources for your insurance agency to grow and evolve. Membership to the HawkSoft User Group is free to all HawkSoft agencies.