Insurance agency management system from HawkSoft, Inc.

About HawkSoft

HawkSoft is an insurance agency management system designed to help you retain clients, grow business, and measure key performance indicators. Some features included with HawkSoft include sales pipeline reports, email marketing, premium increase alerts, QuickBooks integration, and more.

Features

Growth Management

  • Lead Capture
  • Email Marketing
  • Sales Pipeline Reports
  • Sales Proposals
  • Home and Auto Rater

Client Retention

  • Premium Increase Alerts
  • Auto-Documenting
  • Document Management
  • Renewal and Account Rounding Reports
  • Batch Email
  • Built-In Rater

Performance Measurement

  • KPI Reports
  • Commission Statement Importer
  • Accounting
  • QuickBooks Integration

Communication Tools

  • Real-Time Carrier Website Integration
  • Email Marketing
  • Text Messaging
  • ACORD Form Library

Product Overview

User Reviews of HawkSoft

★★★★★
★★★★★
Submitted on October 14th, 2019 by Claudia McClain from McClain Insurance Services

HawkSoft is so much a part of my agency’s DNA that if — at any point in the future — HawkSoft did not exist, that would be the day that I’d put my agency up for sale.

★★★★★
★★★★★
Submitted on September 7th, 2016 by Pat Lamb from Select Insurance Services Agency Inc

I don’t think other systems hold a candle to HawkSoft. At the end of the day, we’re just in the trenches doing our work and you’re trying to find a system that will be simple, fast, efficient, and effective.