Last updated on
Company health
Ratings
HawkSoft description
HawkSoft is an agency management system designed specifically for independent insurance agencies in the USA. It offers a range of features aimed at helping agencies manage customer relationships, policies, and workflows. HawkSoft prides itself on its user-friendly design, strong customer support, and focus on long-term relationships with its users. It emphasizes efficiency and automation, aiming to help agencies streamline their operations and improve client retention.
What companies are using HawkSoft?
Who is HawkSoft best for
HawkSoft is a user-friendly agency management system for small independent insurance agencies in the USA. It simplifies client and policy management, offering tools for document storage, renewals, and reporting. Users praise its ease of use and excellent customer support, while some note limitations in reporting and commercial policy templates. A browser-based version is in development to address remote access issues.
-
Best fit for small independent insurance agencies.
-
Specifically designed for insurance agencies in the USA.
HawkSoft features
| Supported Client-related documents, like applications and policies, can be uploaded and stored. |
| Supported HawkSoft supports adding notes and creating tasks for clients via the Action Menu and task management features. |
| Supported HawkSoft supports renewals management, including uprate alerts and manual updates. It can integrate with other systems for further automation. |
| Supported HawkSoft stores client contact details, policy data, and communication logs. |
| Supported HawkSoft offers customizable reports and analytics to track sales and business performance. |
We evaluate the sentiment that users express about non-functional aspects of the software
Customer Service
Ease of Use
Reliability and Performance
HawkSoft reviews
We've summarised 78 HawkSoft reviews (HawkSoft G2 reviews) and summarised the main points below.
- User-friendly interface and easy navigation.
- Excellent and responsive customer support.
- Effective client and policy management tools, including client tags and logs.
- Strong focus on data security and ownership.
- Good value for the price, especially for smaller agencies.
- Slow access times and remote access issues, although a browser-based version is planned.
- Limited commercial policy templates.
- Few customization options for client files.
- Log notes and consistent documentation practices remain a challenge for some users.
- Reporting features can be difficult to use effectively.
HawkSoft pricing
The commentary is based on 4 reviews from HawkSoft G2 reviews.
Hawksoft's pricing is consistently praised as budget-friendly and a great value. Users appreciate its cost-effectiveness compared to competitors, making it an economical choice for agencies seeking robust features without excessive costs.
Users sentiment
HawkSoft alternatives
AMS360Has broader appeal to various agency sizes. Offers more robust accounting features and direct carrier connections. Web-based, unlike HawkSoft's primarily desktop-based system. However, users report slower performance and more difficult reporting. Consider this HawkSoft competitor if web-based access and accounting tools are priorities.Read more
EZLynxBetter for larger agencies. Has a comparative rater feature. Website traffic is growing faster, but employee count is shrinking. Users dislike the reporting features and limited customization. A HawkSoft alternative and competitor.Read more
Cisco RoutersBetter for enterprise networking needs. Not insurance-specific. Lacks client and policy management tools.Read more
Applied EpicBetter fit for larger agencies. Has grown faster in terms of website traffic and employee count. Offers real-time analytics, but users report slow performance and complicated workflows. Some users find it expensive. A strong HawkSoft alternative for enterprises.Read more
LignaBetter for marketing agencies needing CRM, project management, and marketing automation. Steeper learning curve and less responsive customer support. Positive pricing sentiment.Read more
HawkSoft FAQ
What is HawkSoft and what does HawkSoft do?
HawkSoft is a user-friendly agency management system designed for independent insurance agencies in the USA. It streamlines workflows, manages client data and policies, and offers robust customer support. HawkSoft focuses on efficiency and automation, helping agencies improve client retention and grow their business.
How does HawkSoft integrate with other tools?
HawkSoft integrates with other systems, particularly for renewals automation. It also supports email integration and data syncing with common productivity tools, facilitating streamlined workflows and efficient client management.
What the main competitors of HawkSoft?
Alternatives to HawkSoft include EZLynx, AMS360, Applied Epic, NextAgency, and QQCatalyst. These competitors offer similar agency management features for independent insurance agencies, focusing on client management, policy tracking, and workflow automation.
Is HawkSoft legit?
Yes, HawkSoft is a legitimate agency management system. It's known for its user-friendly design and excellent customer support, making it a safe and reliable choice for independent insurance agencies. G2 reviews rate it 4.8/5 stars.
How much does HawkSoft cost?
I cannot find pricing details for HawkSoft. Contact HawkSoft directly to get current product pricing and understand if it's worth the investment for your needs.
Is HawkSoft customer service good?
Hawksoft's customer service is highly regarded by users, who describe it as "excellent," "responsive," "fantastic," and "above and beyond." Support representatives are praised for their helpfulness and problem-solving abilities, readily assisting with questions and ensuring issues are resolved promptly.
Reviewed by
Michal has worked at startups for many years and writes about topics relating to software selection and IT management. As a former consultant for Bain, a business advisory company, he also knows how to understand needs of any business and find solutions to its problems.
Tymon is a seasoned CTO who loves finding the perfect tools for any task. He recently headed up the tech department at Batmaid, a well-known Swiss company, where he managed about 60 software purchases, including CX, HR, Payroll, Marketing automation and various developer tools.