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HawkSoft

HawkSoft

Overview

What is HawkSoft?

HawkSoft offers their insurance agency management software on a contract free monthly basis, and describe it as a highly accessible on mobile devices and an efficient document management system, presenting these among other features.

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Recent Reviews

TrustRadius Insights

Hawksoft is a powerful tool that offers insurance agencies all the features they need to run their business proficiently. Users have …
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Pricing

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What is HawkSoft?

HawkSoft offers their insurance agency management software on a contract free monthly basis, and describe it as a highly accessible on mobile devices and an efficient document management system, presenting these among other features.

Entry-level set up fee?

  • Setup fee optional
For the latest information on pricing, visithttps://www.hawksoft.com/demo

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services

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Product Demos

Ep37: Agency Software Series: Hawksoft - The everyday Agent's CMS

YouTube
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Product Details

What is HawkSoft?

Since 1995, HawkSoft offers management systems for agencies that want effective workflows without sacrificing a delightful experience for staff and policyholders. Created by independent agents, the people of HawkSoft take pride in being independently-owned and answerable to agencies that use the system to power their insurance business. They state HawkSoft continues to evolve into a cutting-edge system that powers thousands of agencies writing personal and commercial risk.

HawkSoft is for Commercial and Personal Lines agencies who value a meaningful, long-term relationship with a privately-owned company that delivers exceptional value in their management system.

The vendor states their unique partnership philosophy drives our system's 97% recommendation rate and 18-year average agency retention rate.

HawkSoft Screenshots

Screenshot of Start page. Dashboard to see tasks, calendar, to dos, and customized agency announcements. Access policy details in 3 clicks or less.Screenshot of Agency Intelligence - advanced reporting suite at no additional cost. Part of core package.Screenshot of Sales & Retention.  Dive down into client details in 2 clicks.

HawkSoft Video

Why Did Your Agency Choose HawkSoft?

HawkSoft Integrations

HawkSoft Technical Details

Deployment TypesOn-premise, Software as a Service (SaaS), Cloud, or Web-Based
Operating SystemsWindows, Mac
Mobile ApplicationApple iOS, Android, Windows Phone, Mobile Web, 8668844680
Supported CountriesUnited States
Supported LanguagesEnglish, Spanish

HawkSoft Downloadables

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Comparisons

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Reviews

Community Insights

TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!

Hawksoft is a powerful tool that offers insurance agencies all the features they need to run their business proficiently. Users have reported significant improvements in their daily productivity and customer service through the use of the software's document management, CRM capabilities, and reminders functionality. The system's ability to store over 1000 customers' data securely and update it effortlessly has made customer management simpler and more efficient, enabling users to search for customers by name, number, address or policy.

The system's integration with third-party partners via API is another feature that makes Hawksoft an all-in-one solution for insurance agencies. It provides relevant tools that allow users to better serve their clients while reducing time spent on manual tasks. The all-inclusive reports enable users to track commissions, agency intelligence, sales per day, and transaction types across offices. Additionally, the suspenses feature is perfect for tracking clients and prospects, running reports, and finding out when to send birthday cards or renewals. Overall, Hawksoft helps users manage client and policy information in one place while providing insights into their business operations.

Customer Support: Reviewers have consistently praised Hawksoft's customer support, with many noting that the assistance is fast and friendly. The company offers telephone support as well as online sessions to resolve issues effectively.

Ease of Use: Many users found the software easy to navigate thanks to its clean and intuitive user interface. They appreciated that buttons and processes were titled correctly and made sense for their specific needs.

Customizability: According to numerous reviewers, one standout feature of Hawksoft is its high degree of customizability. Users can work with the company to tweak the software according to their unique requirements, making it an essential part of their workflow.

Outdated Interface: Many users have noted that the user interface of HawkSoft is outdated and not as intuitive as other CRM tools. They feel that navigating through the software can be a major challenge, which decreases their overall productivity.

System Reliability: Several reviewers have reported issues with the system's reliability. Some or all of the users experience frequent lockouts, data loss or crashes while working on important tasks. These issues lead to frustration and delays in completing work.

Accounting Functionality: A few users find that the accounting functions provided by HawkSoft are inadequate without QuickBooks integration, which can be inconvenient for those who require this functionality. The absence of this feature is seen as an unnecessary limitation by these customers.

Based on user reviews, the most common recommendations for the CRM software are as follows:

  1. Users recommend verifying downtime and loss of work before signing a contract. This step will ensure that users do not face any unexpected issues or disruptions.

  2. Some reviewers suggest exploring alternative CRMs if a modern-looking interface is desired. This indicates that while the software may have its strengths, some users feel that it may not offer the contemporary design aesthetic they are looking for.

  3. It is advised to have a reliable internet connection for optimal functionality. Users emphasize the importance of a stable network connection to fully leverage the capabilities of the software.

These recommendations provide valuable insights from users who have interacted with the CRM software and can help potential users make informed decisions.

Sorry, no reviews are available for this product yet

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