Features & Quick Stats
PL and CL agencies.
Key Features
- Robust set of API partner and solution integrations
- Ease-of-use (two-clicks or less)
- Access to live customer support at no additional cost
- Clarity around data ownership-agencies own their data
- Reporting suite (no additional cost)
- Sales pipeline management
- QuickBooks integration for operating accounting. Trust and commission accounting built into HawkSoft.
>>View all core features and additional add-ons.
Core Business
How HawkSoft Agency Management System Helps Independent Agents & Brokers
HawkSoft’s base subscription offers comprehensive core features and numerous API Partner integrations that allow agencies to tailor their insurance technology stack. With these tools, agents can effectively manage, track, and expand their business.
Integrations
HawkSoft has over fifty solution and integration partners for marketing automation, data analytics, review management, client portal, payment/billing, and more.
Partnerships
HawkSoft strategically partners with many networks and associations, offering member incentives, and are supporting members of ACT, BIG I, PIA, IVANs, AUGIE, and more.
Enhancements & Additional Information
HawkLink automatically maps policy data to carrier websites, providing accurate, bindable quotes at no extra cost.
Benefits of HawkSoft Cloud insurance platform.
Hear what customers are saying about HawkSoft.
Subscriber Deals
Catalyit Team Review
A Management System Built for Agencies That Value Simplicity and Support
Updated: June 2026
What we like:
- Intuitive workflows designed around how independent agencies actually operate
- Strong reputation for responsive customer support and long-term customer relationships
- Independent ownership and a clear focus on serving independent agencies
- Workflow automation through Tasks, downloads, and integrated partner solutions
- Agency Intelligence reporting included within the platform at no additional cost
Things to consider:
- Insurance trust accounting is handled within HawkSoft, while general ledger accounting is typically managed through QuickBooks integration.
- Agencies seeking extensive enterprise-level customization may require additional third-party solutions or workflow tools.
- Some advanced functionality is delivered through integrations rather than native platform features.
- Larger organizations with highly specialized operational requirements may want to compare customization options across multiple management systems.
Summary
HawkSoft is built around a simple idea: agency management software should help staff get work done efficiently without creating unnecessary complexity. Throughout our review, ease of use and customer support consistently emerged as two of the platform's most notable differentiators.
We came away viewing HawkSoft as a management system designed for agencies that prioritize operational efficiency, staff adoption, and long-term stability over extensive customization. The platform combines automation, reporting, downloads, and integrations in a way that remains approachable for everyday users.
What stood out during our review was HawkSoft's commitment to simplicity. Rather than adding complexity for the sake of additional functionality, the platform appears focused on helping agencies complete common tasks quickly and consistently.
Its combination of usability, support, independent ownership, and agency-focused product development continues to make HawkSoft a solution worth evaluating for many independent insurance agencies.
Key Features:
- Intuitive user interface and navigation
- Agency Intelligence reporting and analytics
- Workflow automation and Task management
- Carrier downloads and connectivity
- Personal Lines rating integrations
- API ecosystem and technology partner integrations
- Trust accounting and commission tracking
- Transparent data ownership policies
Best fit for:
- Independent agencies seeking a user-friendly management system
- Organizations focused on staff adoption and operational efficiency
- Agencies that value responsive customer support
- Agencies looking to build a flexible technology ecosystem
- Organizations that place importance on data ownership and vendor independence
May not be ideal for:
- Organizations requiring extensive enterprise-level customization
- Agencies seeking highly specialized workflow configurations
- Organizations looking for comprehensive built-in general ledger accounting
- Agencies prioritizing customization depth over simplicity and ease of use
Deeper Dive
The Problem Being Solved: Many agency management systems accumulate complexity over time, creating operational challenges, longer training cycles, and inconsistent adoption across teams. HawkSoft focuses on helping agencies manage client, policy, accounting, and workflow activities within a system that is designed to be straightforward and easy to navigate.
The platform's emphasis on usability helps agencies reduce administrative friction while maintaining visibility into day-to-day operations.
Why It Matters to Agencies: For many agencies, software value is ultimately determined by adoption. Even powerful systems can struggle to deliver results if staff find them difficult to learn or cumbersome to use.
HawkSoft's workflow automation, carrier downloads, reporting capabilities, and integrations help reduce manual work while supporting greater operational consistency. Agencies can automate routine activities, improve accountability through Tasks, and leverage reporting to make more informed business decisions.
The platform's integration approach also allows agencies to build a technology stack that aligns with their goals without becoming overly dependent on a single vendor.
What Stood Out to Us: What stood out during our review was the consistency of HawkSoft's focus. The platform is not trying to be everything for every agency. Instead, it appears committed to delivering a practical, agency-focused management system centered on usability, efficiency, and customer service.
We were also impressed by HawkSoft's longstanding reputation for customer support. While many technology providers view support as a service function, HawkSoft appears to treat it as a core part of the customer experience. For agencies with limited internal IT resources, that can have a meaningful impact on both implementation and long-term success.
The company's independent ownership and emphasis on data ownership further reinforce its agency-first approach and may resonate with organizations seeking long-term stability and flexibility.
Final Thoughts
We believe HawkSoft's greatest strength is its ability to balance functionality with usability. The platform delivers the core capabilities agencies expect from a modern management system while remaining approachable for everyday users.
We came away impressed by HawkSoft's continued commitment to simplicity, customer support, and agency-focused product development. Those themes consistently surfaced throughout our evaluation and help explain the platform's strong reputation among independent agencies.
Agencies evaluating management systems should place HawkSoft on their shortlist if usability, support, operational efficiency, and long-term vendor relationships are high priorities. While organizations requiring extensive customization may want to evaluate additional options, many independent agencies will find HawkSoft's combination of practicality and flexibility worth a closer look.
* Unbiased review based upon information and insights available at the time of publication.
Product Reviews
HawkSoft Agency Management System Videos
Catalyit Coffee Chat with HawkSoft
HawkSoft Demo - Commercial Lines Features
HawkSoft Agency Management System Resources
HawkSoft: Delivering a “Purple Cow” Experience to Independent Agents
How Independent Agencies Can Achieve Technology Independence
Strategies for Getting Started With Commercial Lines
What to Consider When Buying, Selling, or Merging an Insurance Agency
What are HawkSoft’s “Cilantro Components”
6 Ways to Boost Client Retention with a Renewal and Remarketing Plan
Product FAQs
Agency Management System
Suspense/follow-up tracking?
Yes
Direct bill commission download available?
Yes
Electronic signature integration?
Yes
Track all user activity?
Yes
Purge customer data/documents?
No
User customize views for "my" policies?
Yes
Employee time tracking available?
No
Personal downloads available?
Yes
Custom proposal module?
Yes
Location/mapping integration?
Yes
Support real-time interface for claim inquiries?
Yes
Ability to import schedules?
Yes
Agency/employee license tracking available?
Yes
Dashboard feature included?
Yes
Integrate with comparative quoting/rating systems?
Yes
Tools available for customer self-service
[Client issue certificates, eSignature integration]
Split/merge customers?
Yes
Task management?
Yes
Commercial downloads available?
Yes
Boolean searches of data?
No
Open documented API?
Yes
Track claim activity?
Yes
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]
Support claim download?
Yes
Accounting integrated?
Yes
Split/merge policies between customers?
Yes
All data fields available for reporting?
No
Software/platform access
[Cloud Hosted Server, On Premises]
Reporting on activity data?
Yes
Document creation capability?
Both proprietary word processing and Microsoft Word
Document management/scanning features available?
[Drag and drop file attachment, Global document search capability]
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]
Agency procedures available in system?
Yes
Fillable ACORD forms?
Yes
Marketing capabilities
[Sales pipeline management, Newsletter generation and distribution, Survey generation distribution, Dashboard specific to marketing and sales, Referral management]
Data sources available for document merging
[Contact, Policy, Coverage]
Dashboard customizable by agency role?
Yes
SMS/Texting integrated?
Yes
Scanning/attaching to client file capability?
Yes
Policy processing workflows?
Yes
Automatic renewal processing available?
Yes
Dashboard alert of items past due?
Yes
Custom activity tracking?
Yes
System security by role/function?
Yes
Carrier submission management available?
Yes
Fax integration?
Yes
VOIP integration?
Yes
Custom form capabilities?
Yes
Microsoft 365 integration
[Email, Calendar]
Reminder notifications/alerts available
[Email]
Archive customer data/documents?
Yes
Scanning/attaching to carrier file capability?
Yes
Accounting features offered
[Third party integration (e.g. QuickBooks), Account Payables, Company Payables, Customer Billing]
Prioritize/flag notes?
Yes
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.