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 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
Privately Owned with a Focus on Customer Service and Agent-Driven Product Innovations
Published: June 2025
What we like:
- Robust set of API partner and solution integrations
- Ease-of-use
- Access to live customer support
- Clarity around data ownership – agencies own their data. It is part of HawkSoft's Terms & Conditions.
- 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’s cloud platform combines the powerful efficiency of a desktop app with the convenience of cloud-based data that can be accessed from anywhere. 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:
- Ease-of-use (two-clicks or less) - HawkSoft tries to implement a two-click rule for most items within a workflow
- Access to live customer support at no additional cost
- Clarity around data ownership – agencies own their data and can download it at any time at no cost. It is part of HawkSoft’s Terms & Conditions.
- Agency Intelligence – Reporting at no additional cost
- Sales Pipeline
- Robust set of API partner and solution integrations
- QuickBooks integration for operating accounting.
- Trust and commission accounting built into HawkSoft.
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.
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.
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 that can scale to any size agency. 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
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Catalyit Coffee Chat with HawkSoft
HawkSoft Demo - Commercial Lines Features
HawkSoft Resources
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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.