HawkSoft is an insurance management solution designed for independent agencies.
HawkSoft offers workflows for commercial and personal lines and an auto-documentation process that builds a trail of every client interaction. HawkSoft’s core package includes the reporting suite, Agency Intelligence, giving agents access to vital business metrics and sales pipeline management tools.
HawkSoft offers drag-n-drop functionality, real-time quoting, downloads, e-signature, phone integration, QuickBooks integration, pre-fill ACORD forms and certificates of insurance, batch email marketing and texting.
Support is provided via phone, chat and in person.
Pramod N. Specializzazione: Assicurazioni Numero di dipendenti: 13-50 dipendenti
We have used many AMS like AMS360, EzApps, etc for different agencies, but HawkSoft is the BEST. It stands up from crowd and it provides something which no other AMS could provide, PEACE of MIND. We know our data is safe in hands of HawkSoft.
HawkSoft is best all-in-one solution for small & growing agency as well as well established agency. It can maintain & manage data for thousands of customers without breaking a sweat. Very fluid, modern interface which is very easy to learn and use, loads of customization, complete control over your data and robust performance are plus points of this AMS. Also if you are new user, help is in abundance and available at your fingertips. Their integration with Raters and carriers is time saver.
Only thing I didn't like about HawkSoft is that their training course (HawkSoft University) are very expensive and provides very generic knowledge for the fees they charge.
Paulette A. Specializzazione: Assicurazioni Numero di dipendenti: 13-50 dipendenti
Overall, Hawksoft management and the development team are wonderful to work with and receptive to what an agency needs. There
are many features that enable us to save time when handling our clients. The direct links that can be set
up to company websites is a great help. Agency Intelligence gives a quick snapshot of the book of business so you can see where to focus your cross selling attempts.
Having only used Hawksoft for a little more than a year, it is still a "work in progress". The support staff
is wonderful whenever you have to call in to ask a question. There are many wonderful features that are very user friendly and time saving, such as the "hot keys", "external links", and other quick features on the task bar. I really like using the "virtual printer" which makes it very easy to attach a document so it doesn't have to be printed and scanned. The drag & drop feature is also very convenient. The "help" feature and all of the training guides give you step by step processes to follow, so "self-training" is easy as well. Management is delightful to work with and very receptive to agency needs. It integrates with our
emailing system well.
These are the things that could assist running an agency smoother:
Reports could be easier to use. It would be nice if you could "drill down" commission reports more specifically like you can production reports. Also, the commercial book of business is skewed because when tax & fees are added to the premium it looks like there is more premium than there actually is.
Commercial lines could be easier to navigate through.
It is not as user friendly for life & health and there is no category to segment "Group Benefits". It's all lumped under "other".
Commission Reports for Life & Health are difficult to reconcile for various reasons.
We chose Hawksoft because we were told that every line of business could be combined into 1 management system (except for investments of course) and that is not as simple as it sounds. There are
challenges. Integrating with a rater would be wonderful for personal lines. A pet peave of the agency principle is that you have to click too many things to get out of something. Agency billing & invoicing is a challenge at times.
Steve K. Specializzazione: Assicurazioni Numero di dipendenti: 2-10 dipendenti
Need i go on..........outstanding!
Ease of use and customer service. Absolutely the best customer service/support I have ever seen with any vendor in my 35 years as an agency owner. The software is so intuitive that we can have a new hire up and running their first day although of course they continue to learn more features as they continue to use it. This product just works. And they are constantly pushing out additional features and improvements.
There is nothing I do not like about Hawksoft. I never need to pay attention to any further solicitations from other agency management vendors. This is what my agency will use until I do not own the agency. And I will strongly suggest that the next owner continue to use Hawksoft.
Chris P. Specializzazione: Assicurazioni Numero di dipendenti: 2-10 dipendenti
Marginal at best... the people are friendly but all the niceness in the world doesn't compensate for their inability to deliver consistent and effective connectivity in their cloud based application.
Decent platform for agency management with good tools and easy to use
They cant deliver consistent online connectivity on the East Cost. They've partnered with some third rate hosting provider that can't deliver consistent connectivity. The system is either EXTREMELY slow or you cant log in at all. They've had this problem for months and cant seem to solve the problem. If you're looking for a new agency management provider you may want to keep looking. I'm done.
Rebecca D. Specializzazione: Assicurazioni Numero di dipendenti: 13-50 dipendenti
Hawksoft is economical and offers great growth opportunity for the agency. Their support is knowledgeable and quick. They work well even with our outside tech support company. We are able to efficiently maintain our database and our employees can easily navigate the system making them more productive.
Intuitive - easy to use. Adding functionality frequently. Allows many windows open at once in case we get client calls one after another. Economical - much better pricing than most other products. Lots of reporting options that help us keep on top of many agency aspects from sales to retention, to the flow of business. Several opportunities to connect and learn annually with the conventions they offer around the country. Great learning sessions in each - highly recommend attending conventions.
Slower-than-desired rollout of integrated texting that our clients want. Software doesn't do quite as good of a job of exporting to multi-raters (EZLynx in particular) as I'd hope. Some of the things I would expect to match up do not and we have to adjust them manually. There are a few things (like vehicle types or branded titles) that we can't run reports on.