# HawkSoft Reviews **Vendor:** Hawksoft **Category:** [Insurance Agency Management Systems](https://www.g2.com/categories/insurance-agency-management-systems) **Average Rating:** 4.8/5.0 **Total Reviews:** 84 ## About HawkSoft Since 1995, HawkSoft is a leader in agency management systems for commercial and personal lines agencies that want effective workflows and a delightful experience for staff and policyholders. We take pride in being independently owned and answerable to only two stakeholders – customers and employees. Created by independent agents, HawkSoft continues to evolve as a cutting-edge system that powers thousands of agencies with the tools and technologies you need to succeed in the ultra-competitive modern insurance industry. Turn your agency into an insurtech powerhouse with our strategic software and API Partner integrations. ## HawkSoft Pros & Cons **What users like:** - Users appreciate the **centralization of information** in HawkSoft, providing easy access to policies and customer communication. (1 reviews) - Users value the **responsive customer support** of HawkSoft, enhancing their client management experience significantly. (1 reviews) - Users value the **excellent communication features** of HawkSoft, appreciating the ease of use and responsive support. (1 reviews) - Users praise HawkSoft’s **responsive customer support** , highlighting its effectiveness in resolving technical and functional issues swiftly. (1 reviews) - Users value the **download efficiency** of HawkSoft, enabling seamless daily operations across all lines of business. (1 reviews) - Downloads (1 reviews) - Ease of Use (1 reviews) - Easy Access (1 reviews) - Email Integration (1 reviews) - Users value the **customer-centric approach** of HawkSoft, appreciating responsive support and effective management tools. (1 reviews) **What users dislike:** - Users wish for better **integration with HubSpot** to avoid entering information in multiple systems. (1 reviews) - Users report challenges with **managing premium totals per Agency producer** when multiple producers collaborate on the same client. (1 reviews) ## HawkSoft Reviews ### 1. Everything in One Place with Fast Carrier Policy Downloads **Rating:** 5.0/5.0 stars **Reviewed by:** Josh U. | Producer, Small-Business (50 or fewer emp.) **Reviewed Date:** May 18, 2026 **What do you like best about HawkSoft?** everything is in one place, items are copy and paste friendly, all policy downloads hit from the carrier quickly **What do you dislike about HawkSoft?** I wish that it was more user friendly from a prospecting standpoint, with pipelines available. Including automation and track of pipelines would eliminate 2 other softwares from our toolbelt and everything would be in one spot. Also, communication from the client gets saved into the log history, but not our reply back to the client. If all communication could appear in a log if daily, that would be huge. **What problems is HawkSoft solving and how is that benefiting you?** Insurance Client Management and consolidation. ### 2. Hawksoft Is User-Friendly and Convenient to Use **Rating:** 5.0/5.0 stars **Reviewed by:** Delenis R. | Licensed sales producer, Small-Business (50 or fewer emp.) **Reviewed Date:** March 31, 2026 **What do you like best about HawkSoft?** Hawksoft is very user-friendly and convenient to use. **What do you dislike about HawkSoft?** Only downside is that sometimes it can occasionally need to upgrade during work hours. **What problems is HawkSoft solving and how is that benefiting you?** They help me keep track of the clients I’m assisting and keep everything associated with complex clients really organized and neat. It’s been so beneficial because I can access everything I need within Hawksoft, and it integrates with many of the tools I use. Hawksoft is part of my daily operations. I can’t go a day without it. I also like that Hawksoft can be used for so many different business operations, which makes it easy to rely on throughout the day. ### 3. All-in-One Files and Reports—Easy, Confusion-Free Experience **Rating:** 5.0/5.0 stars **Reviewed by:** Samantha R. | SERVICE AGENT AND SALES AGENT, Small-Business (50 or fewer emp.) **Reviewed Date:** March 24, 2026 **What do you like best about HawkSoft?** Consolidates everything you need in each file, runs all reports needed, you are able to use it easily and without confusion **What do you dislike about HawkSoft?** When the system goes down, it can be frustrating. Typically, though, the issue is resolved quickly. **What problems is HawkSoft solving and how is that benefiting you?** Solves all our business needs, files, notes, attachments, policy information, keeps everything simple and fast ### 4. Easy to Use, All-in-One Platform with Great IT Support **Rating:** 5.0/5.0 stars **Reviewed by:** Sofia V. | Technical Assistant for Commercial Lines, Small-Business (50 or fewer emp.) **Reviewed Date:** March 10, 2026 **What do you like best about HawkSoft?** It’s easy to use, with everything in one place, and the IT support is good. **What do you dislike about HawkSoft?** I can’t close or delete a bunch of tasks I created all at once; it has to be done one by one. **What problems is HawkSoft solving and how is that benefiting you?** Having all of our clients information and being able to manage our clients/insureds in one place—COIs, EOIs, applications, sending emails, etc.—makes things much easier. ### 5. Great CRM for Insurance Agencies **Rating:** 4.0/5.0 stars **Reviewed by:** Shannen S. | Life & Health Broker, Insurance, Small-Business (50 or fewer emp.) **Reviewed Date:** February 12, 2025 **What do you like best about HawkSoft?** My favorite customer management tools within HawkSoft are email integration, the policy suspense tool, and the daily download reports. Our Agency has used this system for many years for all lines of business. It is very easy to learn and they offer training tools within Hawksoft for new agents. Their customer support team is wonderful and very responsive when needing technical or functional system support. I love the customer text abilities as it is very easy to use and manage. We use this system every day and have found that we have a hard time functioning without it. **What do you dislike about HawkSoft?** The only pain point with this system that I have found is managing premium totals per Agency producer when multiple producers are working with the same client. **What problems is HawkSoft solving and how is that benefiting you?** HawkSoft eliminates the need for multiple systems to manage Agency policies, tasks, reporting, sales growth, and prospecting. ### 6. Hawksoft if you value a privately owned company (family owned still) who listens to their customers. **Rating:** 5.0/5.0 stars **Reviewed by:** Mike S. | President, Small-Business (50 or fewer emp.) **Reviewed Date:** June 12, 2024 **What do you like best about HawkSoft?** Hawksoft is still a software company that sells software. They don't exist to buy other company's ideas and repackage them as if they are part of a Hawksoft suite. Therefore, they listen to their customers - independent agencies in the U.S. that value relationships. You can go to a conference and upper management, not to mention the owner of the company will be sitting next to you in a breakout session and ask for your feedback. Hawksoft competitors often don't have owners, they have stockholders. **What do you dislike about HawkSoft?** Companies that don't buy up competitors and remarket them as their own, are companies that actually design, build, and distribute solutions to problems their customers face. Those solutions can take time to solve. Invariably there will be arguments on what are actually problems. What's easier is to leave existing products alone, leave those customers be, and go buy out your competitors and steal their customers. Then make it appears that you've GROWN your product base and customer base. That's not Hawksoft. They listen to their customers and build solutions that can take time. **What problems is HawkSoft solving and how is that benefiting you?** Hawksoft helps agencies with a level of consistency in procedures, while leaving room for flexibility based on individual agency needs. They also have a solid base of partners they connect to making it very easy to build out the agency in ways that serve the needs of nearly any agency. ### 7. Hawk Soft review **Rating:** 5.0/5.0 stars **Reviewed by:** Terrill S. | Service managaer, Small-Business (50 or fewer emp.) **Reviewed Date:** November 18, 2024 **What do you like best about HawkSoft?** I like how it works with Hub Spot so you are able to see the policies in one place where all the communication to the customer is located. **What do you dislike about HawkSoft?** I wish that Hawk Soft had the ability to transfer information from Hub Spot so you dont have to log informaiton in 2 separate places. Hawk Soft transfers to Hub Spot but on the other way around. **What problems is HawkSoft solving and how is that benefiting you?** record keeping ### 8. Hawksoft is AWESOME! **Rating:** 5.0/5.0 stars **Reviewed by:** Stacey J. | Small-Business (50 or fewer emp.) **Reviewed Date:** June 16, 2023 **What do you like best about HawkSoft?** I like the ease of use as the best feature for Hawksoft. I trained all employees in my office when we first started using Hawksoft and once you know the logic behind how they created it, it is quite simply, very easy to use. The 2nd BEST feature (maybe this should be #1) is their customer service team, they are SIMPLY THE BEST! They have been amazing to work with from the very beginning. I am know on 5th year dealing with Hawksoft and their team is still SIMPLY THE BEST! **What do you dislike about HawkSoft?** The least simple thing bout Hawksoft is the way you have to put in for something to change and/or work better. It never gets done if you don't get other people to vote for you. I'm sure I'm not alone when I say I don't have time for that! Something so simple as to add something or get it changed can take a long time! **What problems is HawkSoft solving and how is that benefiting you?** Right now I have no problems. **Official Response:** > Stacey, we are happy to hear that HawkSoft is so easy to use for your agency. We also pride ourselves on delivering an exceptional experience and we appreciate your feedback on our product support team being THE BEST. We also hear your concerns about voting to get a feature added or changed. Thank you for such a kind, constructive review. We appreciate it! ### 9. An Excellent Solution for Agency Management **Rating:** 5.0/5.0 stars **Reviewed by:** Earl B. | President, Small-Business (50 or fewer emp.) **Reviewed Date:** June 16, 2023 **What do you like best about HawkSoft?** We left one of the big two providers due to contract requirements and escalating costs. Another issue was that they held my data hostage and forced me to pay for my own data even though I uploaded it, maintained it and paid them for their service. Hawksoft was the best solution for us. Pricing fits our budget better, and the data is always mine. The system is straightforward to learn and operate. Since we signed on, there have been many improvements. Their customer support is excellent, and the user group is beneficial. I had the opportunity to sign on with them at the beginning of agency ownership but didn't. I wish a thousand times over that I had. To sum it up: Ease of use, pricing, flexibility, data ownership, and forward-thinking are the top likes for me. **What do you dislike about HawkSoft?** The one dislike I have is the way we access the system. It is online but not browser-based. It is more of a thin client-type access. This means you are accessing a remote network to access the file servers. Sometimes this can create a lag in access times and prevents proper remote access from smart devices. However, this will be fixed shortly. They have a plan in place for a true browser-based access, hopefully in the year 2023. **What problems is HawkSoft solving and how is that benefiting you?** With Hawksoft, we can depend on accurate tracking of our day-to-day operations. Documenting activities, producing applications for marketing accounts, and reminders for following up on service items. **Official Response:** > Earl, we are very appreciative of your review. We are glad that we can offer ease of use for your agency and the freedom to own your data. We hear your concern with not being a browser-based system. HawkSoft 6 will allow us a lot of new opportunities and we encourage you to explore the link below for more information on the platform. We are so happy that you enjoy HawkSoft! Don't hesitate to reach out to us in the future if you have questions. ### 10. Highly recommend Hawksoft for all size agencies **Rating:** 5.0/5.0 stars **Reviewed by:** Terri Lyn R. | Small-Business (50 or fewer emp.) **Reviewed Date:** June 15, 2023 **What do you like best about HawkSoft?** I can work all day within Hawksoft and never have to go to my desktop. The ability to open Outlook and my carrier websites from within, print to client files, scan to client files and not have to save anywhere else first is a time saver. For most of my actions, I can flow from start to finish with ease. **What do you dislike about HawkSoft?** I wish there were some other customizable fields within the Log. I wish the Log system as a whole was organized and had a different appearance. Unless you know to go all the way to the right to look for the plus (+) signs, you'd never know there were appends to the log note itself. Reports - they are very hard to figure out how to run on your own. Start Page for everyone is not the same (so some tutorials don't apply and some functions are not available) Text Notifications need to be more noticeable. **What problems is HawkSoft solving and how is that benefiting you?** Hawksoft allowed me to move the agency to mostly paperless. With the ability to store everything in the cloud, we can access all necessary documents, applications, notes, contacts, etc.. for our day-to-day work needs. Additionally, it allowed us to work remote when needed and give access to our client information in the event of an emergency. Our clients know we can respond if they need us after hours. Overall, Hawsoft opened the doors to a whole different way to operate this office. **Official Response:** > We are happy that HawkSoft has helped your agency grow. We appreciate your input on reports, the start page, logs, and text notifications. We value your opinion and we will pass this feedback along. Thank you for the review! ### 11. Better Software, Better Service, Hawksoft **Rating:** 5.0/5.0 stars **Reviewed by:** Luke T. | Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** June 15, 2023 **What do you like best about HawkSoft?** As an independent agency, we have tried and tested multiple software, management systems, etc. Hawksoft has been, BY FAR, the easiest to work with. Our onboarding specialist spent hours helping us, was extremely knowledgeable, and expressed how much she loved her job. Any time we have questions or an issue arrises it always gets resolved after we call their support team. We can't begin to describe the great things Hawksoft has helped us do. It helps us stay organized, on task, and connected with our agents and clients. **What do you dislike about HawkSoft?** The only thing I dislike about HawkSoft is that.... honestly, I can't think of anything, especially when compared to the competing systems. **What problems is HawkSoft solving and how is that benefiting you?** Hawksoft allows us to keep very detailed reports on production and also renewals. Customer contact and communication have gotten significantly more manageable now that we have a system that holds all of the data we need access to and allows us to send targeted and specific emails using that data. **Official Response:** > Luke, thank you for the thoughtful review! We appreciate your input and are glad that you had a fantastic onboarding experience. We try to deliver an exceptional experience everyday and we hope that it shows. Thank you and let us know how we can help your agency in the future! ### 12. An agency management system with THE USER in mind! **Rating:** 5.0/5.0 stars **Reviewed by:** George P. | Agency Development / Information Services, Small-Business (50 or fewer emp.) **Reviewed Date:** August 23, 2022 **What do you like best about HawkSoft?** I would highly recommend the HawkSoft insurance agency management system. This comprehensive solution demonstrates a commitment to continuous innovation and ensures it stays current with the ever-evolving technology trends. One of the standout qualities of HawkSoft is the accessibility and responsiveness of its leadership team. They actively engage with the agent force and proactively respond to the needs and workflows of agents in their offices. It's evident that HawkSoft values the input and experiences of their users, as they prioritize incorporating user feedback into their system enhancements. The support provided by HawkSoft is exceptional and sets them apart from others in the industry. Their support team goes above and beyond to address any concerns or issues promptly and effectively. Whether troubleshooting technical problems or providing guidance on system optimization, HawkSoft consistently delivers top-notch support. In conclusion, HawkSoft's dedication to staying at the forefront of technology trends is commendable. They understand the importance of adapting to changes in the insurance industry and continuously improve their system to meet the evolving needs of insurance agencies. This commitment ensures users can leverage the latest tools and features to streamline their operations and enhance productivity. **What do you dislike about HawkSoft?** Our standout issue with HawkSoft has been the lack of portability and access to a cloud-based system. This has restricted our ability to service clients off-premises in the past. Fortunately, we were informed this year that they are moving to an actual, cloud-based platform early in 2024. **What problems is HawkSoft solving and how is that benefiting you?** With innovation and third-party integration partners, HawkSoft is moving us towards a true enterprise system. This allows us to manage client data, communicate via email and text, and have an available sales funnel to manage our business from prospect to client in a central place. **Official Response:** > Thank you George for the review. Listening to our clients is important to us and a great way to learn about the independent agent's needs. We appreciate your candid feedback on what you dislike. We're glad that we remain a "peak management system" for agencies and that agents such as yourself enjoy HawkSoft. Thank you for being a member of the HawkSoft family! ### 13. Best Agency Management System for the $$! **Rating:** 5.0/5.0 stars **Reviewed by:** Alan H. | Small-Business (50 or fewer emp.) **Reviewed Date:** June 21, 2023 **What do you like best about HawkSoft?** In order to create and complete a process, you have to start and finish a log which helps prevent an employee from stating they did the work but forgot to document and also helps create a timeline should you have to defend against an E&O claim. **What do you dislike about HawkSoft?** Continually improving but still a work in progress to have a seamless API with vendors and carriers to help speed up the process of quoting/issuing/binding /servicing in our industry. **What problems is HawkSoft solving and how is that benefiting you?** Support us in writing and servicing property and casualty clients both personal and commercial and keeping policies and coverage up to date. They are continually working to find ways to create a one and done process when creating a process even when you need to send a document to sign, connect to a carrier website or process a claim. **Official Response from Rachel Stauffer:** > Alan, thanks for your awesome review! We're glad you're enjoying HawkSoft's documentation features. Thanks for your feedback on API integrations - we're constantly adding new 2-way API integration partners, and we're excited for the release of our upcoming HawkSoft 6 platform which will have even more potential for deeper API connections with partners! ### 14. Hawksoft continues to evolve and improve **Rating:** 5.0/5.0 stars **Reviewed by:** Andrew K. | RamseyTrusted Pro - Property & Casualty Insurance, Small-Business (50 or fewer emp.) **Reviewed Date:** June 20, 2023 **What do you like best about HawkSoft?** My favorite thing about Hawksoft is that its leadership is dedicated to growth and improvement. There is so much interaction between them and all of us users that I am confident that we will always have a product that is relevant and functional to keep up with the times. The Hawksoft user group is a huge plus! **What do you dislike about HawkSoft?** The only issue I have with hawksoft is the challenges in creating and managing client files that doesn't involve too many steps, and that log suspenses can't be assigned in bulk outside of the download process. **What problems is HawkSoft solving and how is that benefiting you?** hawksoft is solving the problem of providing a platform that is simple to use, but with a level of depth that can facilitate a lot of flexibility to use in various ways as needed. **Official Response from Rachel Stauffer:** > Thanks for taking the time to leave us this review, Andrew! We're so glad you value HawkSoft's commitment to listening to and implementing agency feedback, and great to hear you've enjoyed being part of our incredible user group. Thanks for sharing your feedback as well - you'll be excited to see our new Task Center in our upcoming HawkSoft 6 platform, which allows much more robust task assignment and management features than our previous suspense feature! ### 15. Info at your finger tips **Rating:** 4.5/5.0 stars **Reviewed by:** Kelli S. | Small-Business (50 or fewer emp.) **Reviewed Date:** November 02, 2023 **What do you like best about HawkSoft?** I enjoy how you have all the customer info in one file I also love the drag and drop options saves so much tim e **What do you dislike about HawkSoft?** sometimes it can be slow and a few communication issues with Progressive **What problems is HawkSoft solving and how is that benefiting you?** I just had y connection reset and things are working great ### 16. Best Software! **Rating:** 5.0/5.0 stars **Reviewed by:** Stacey G. | Small-Business (50 or fewer emp.) **Reviewed Date:** June 15, 2023 **What do you like best about HawkSoft?** I love all the great features it has. You can send an email directly from a customer's account. You can go to a direct website off an account, making everything easier. **What do you dislike about HawkSoft?** I don't dislike anything. It's great! I think it should have a way where we can insert photos of our customers. For security purposes to confirm were speaking to the correct people when they come in the office. **What problems is HawkSoft solving and how is that benefiting you?** It lets us set reminders on tasks we have to do. Follow-ups. It has saved some time when we look into the account and the last person logged the situation. It helps the agent go off of what was going on. **Official Response:** > Stacey, thank you for the thoughtful review! We are happy to hear that you're enjoying the program's features. Thank you for the suggestion on inserting photos for security purposes. We appreciate you as a customer and let us know how we can help your agency in the future. ### 17. I believe Hawksoft is the best CRM for brokers and agents. **Rating:** 5.0/5.0 stars **Reviewed by:** Bill M. | Small-Business (50 or fewer emp.) **Reviewed Date:** June 20, 2023 **What do you like best about HawkSoft?** Our company has been using HawkSoft since July of 2004. The company strives for perfection and is constantly updating and adding new features to make it even better. **What do you dislike about HawkSoft?** I really cannot think of anything negative to say regarding the program. If there is an issue their tech support is one of the best in the industry, and will work with you until the issue is resolved or escalate it and then resolve it. **What problems is HawkSoft solving and how is that benefiting you?** Keeping on top of all of your client's needs, knowing about potential canceled policies, and following up on outstanding documentation are just a few of the reasons we use this product. **Official Response from Rachel Stauffer:** > Bill, thanks for your incredible review! We're so glad you're happy with HawkSoft's features, customer service, and approach to product innovation. Thank you for being a customer for almost 20 years - we truly value our lifelong relationships with customers like you! ### 18. Love Hawksoft **Rating:** 5.0/5.0 stars **Reviewed by:** Carly J. | Small-Business (50 or fewer emp.) **Reviewed Date:** June 14, 2023 **What do you like best about HawkSoft?** Great customer support. All the information I need is just a click away. The customer support team really know what they are talking about and always have a quick solution. **What do you dislike about HawkSoft?** I wish I could make each section larger or small. I wish the interface was more customizable so that I could make some parts of it have larger font and others not without it making the box itself bigger and taking up most of the screen. **What problems is HawkSoft solving and how is that benefiting you?** Easy to get up to date on a customer issue, notes are readily available, customer contact information is readily avaiable. Everything you need when a call comes in is right there. **Official Response:** > Carly, we appreciate you giving us such a thoughtful review. Our product support team is second to none and we're glad you've enjoyed your experience with them. Thank you for the feedback on the desire to customize the fonts/screen layout. We are happy to hear that you are enjoying HawkSoft. ### 19. Newer user happy with switch to Hawksoft **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** June 15, 2023 **What do you like best about HawkSoft?** Being able to find what you are looking for is so much easier than our past system. The Search log feature and Find Text feature help locate information from a client level, and reporting is very beneficial in reviewing your data without transferring your data to Excel. **What do you dislike about HawkSoft?** The most challenging aspect of Hawksoft has been the log notes and getting our staff to document files the same way. There was a definite learning curve from our last system where multiple users struggled to get on board with documenting a file. Time has helped, but some struggles remain a few years in. **What problems is HawkSoft solving and how is that benefiting you?** Hawksoft allows us to keep up-to-date records of our clients, vendors and companies. We can keep permanent records of discussions with our clients and their coverages. The ability to attach emails and documents allow us to be a paperless agency. **Official Response:** > Thank you for the kind review! If you'd like assistance with log notes, please reach out to our customer success or product support team. We'd love to help your agency be more efficient. We are happy to hear that HawkSoft has been easy to use for your agency. ### 20. Hawksoft has been wonderful! **Rating:** 5.0/5.0 stars **Reviewed by:** Andrea W. | Director of Operations, Small-Business (50 or fewer emp.) **Reviewed Date:** June 23, 2023 **What do you like best about HawkSoft?** HawkSoft is user-friendly and has everything we need, including commission reconciliation! In the last five years, I have gone from AMS360 to TAM to EPIC to HawkSoft, and it has been the easiest and fastest transition I have ever been through. **What do you dislike about HawkSoft?** The reporting could be more accessible and I'd like to see more graphs. More automation would be beneficial and would create ONE program for everything. Automated emails, texts, reminders to agents/CSR's would be excellent! **What problems is HawkSoft solving and how is that benefiting you?** One system instead of 15 to manage the agency. **Official Response from Rachel Stauffer:** > Thanks for leaving us a great review, Andrea! We're so glad to hear your transition to HawkSoft was such a positive experience. Thanks for the feedback on reports and automation; we have a lot of exciting new functionality coming in our new HawkSoft 6 cloud platform that's rolling out this year! ### 21. Most responsive tech support **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** June 21, 2023 **What do you like best about HawkSoft?** Hawksoft is easy to use. Their support documentation is easy to search & find relevant results. Not only can I find help, but there are clear instructions. If I can't find help in the documentation, I have always been able to obtain support by calling the 800 # or chatting with a rep online. Client tags and logs are especially helpful in servicing policies and tracking issues. **What do you dislike about HawkSoft?** I'd like to see more collaboration tools. **What problems is HawkSoft solving and how is that benefiting you?** Hawksoft helps us keep track of our customer's policies and keep up to date on changes. Hawksoft has features like email integration, texting and e-sign capability which help us keep in touch with our customers. The huge Acord form library makes it easy to fill out forms. **Official Response from Rachel Stauffer:** > Thanks for leaving us this great review! Great to hear that you 're happy with HawkSoft's features, help system, and support team. Thanks for sharing your thoughts on collaboration tools - you'll be excited to see the Task Center in our upcoming HawkSoft 6 platform, which makes it much easier for multiple people to communicate and collaborate on agency tasks. ### 22. I've used Applied and Vertafore & Hawsoft far outshines them in ease of use, functionality and cost **Rating:** 5.0/5.0 stars **Reviewed by:** Rodney C. | Small-Business (50 or fewer emp.) **Reviewed Date:** June 15, 2023 **What do you like best about HawkSoft?** I love the intelligence reports and ease of use to identify KPI's and ability to with a click create detailed reports. **What do you dislike about HawkSoft?** I haven't found one yet; been using HS for 11yrs , and when something isn't quite right they have an easy method of submitting needed changes and they are quick to correct. **What problems is HawkSoft solving and how is that benefiting you?** Customer file and policy retention and documentation of customer interactions and carrier interactions. It is precise and economical to use. **Official Response:** > Thank you very much for the review, Rodney! We are happy that our intelligence reports are so beneficial to your agency. We appreciate you being a customer of HawkSoft for 11 years. Please let us know how we can assist your agency in the future. ### 23. Great Product & Great Support **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** June 16, 2023 **What do you like best about HawkSoft?** Hawksoft is very user-friendly. I've used previous management systems for the past 15 years. Hawksoft is the only one I've been able to pull the exact reports I need with the information I want. From reporting, accounting and downloading the system is easy to navigate. The support our new agency received for training, implementation and ongoing check ins is top-notch. Someone is always available to help answer questions, whether it is your dedicated representative or the tech support line. **What do you dislike about HawkSoft?** Haven't run into anything we dislike yet. **What problems is HawkSoft solving and how is that benefiting you?** We can obtain information efficiently without having to dig. Helps track our sales and retention all on one screen. **Official Response:** > We pride ourselves on delivering an exceptional experience and we're glad that our support staff is doing so. It's also great to hear that HawkSoft is easy to navigate and that your agency enjoys the system. If you have any questions in the future, please don't hesitate to reach out. ### 24. 10/10 Recommend **Rating:** 5.0/5.0 stars **Reviewed by:** Lindsey C. | Small-Business (50 or fewer emp.) **Reviewed Date:** June 13, 2023 **What do you like best about HawkSoft?** The convenience factor from searching clients to reviewing personal progress **What do you dislike about HawkSoft?** If I had to choose something that I didn't like about HawkSoft would be the features that I don't use **What problems is HawkSoft solving and how is that benefiting you?** It reduces the unnecessary searching because the clients information is all in one spot **Official Response:** > Lindsey, thank you for the kind words! We pride ourselves on making actions convenient for the independent agent. Please don't hesitate to reach out if you'd ever like to learn about other features in HawkSoft. ### 25. Superior Service **Rating:** 5.0/5.0 stars **Reviewed by:** Tina S. | Small-Business (50 or fewer emp.) **Reviewed Date:** June 16, 2023 **What do you like best about HawkSoft?** The best part of our experience is that Hawksoft always goes above and beyond to meet our needs and expectations. They are very responsive to questions and always ensure problems are resolved. We would happily recommend Hawksoft to any agency looking for a CMS. **What do you dislike about HawkSoft?** There is nothing that we do not like about Hawksoft at this time. **What problems is HawkSoft solving and how is that benefiting you?** Hawksoft allows us to keep accurate records and documentation for our clients and allows us to have easy workflows within the agency. **Official Response:** > Thank you for the thoughtful review, Tina! We are happy to hear that we are delivering an exceptional experience by going above and beyond your agency's needs and expectations. We know we aren't perfect so please don't hesitate to reach out to us if you have questions. ### 26. I love HawSoft, best management system ever. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** June 15, 2023 **What do you like best about HawkSoft?** I worked on other management systems, and this is the easiest to use. It isn't designed by IT people but by insurance people who know what is needed to be productive from the start. **What do you dislike about HawkSoft?** When my system gets stuck and I need to get out of the parallels. Also when it keeps asking you to sign in again when one is already open. **What problems is HawkSoft solving and how is that benefiting you?** They are always asking for input from their agents on how to make the system better. **Official Response:** > Thank you for the thoughtful review! We appreciate it. We hear your concern involving parallels. We're glad that the system is overall very easy to use for your agency. Don't hesitate to reach out to us if you have any input on improving HawkSoft in the future! ### 27. Best AMS System for Insurance Agency **Rating:** 5.0/5.0 stars **Reviewed by:** Tracy J. | Licensed Property & Casualty Agent, Small-Business (50 or fewer emp.) **Reviewed Date:** June 14, 2023 **What do you like best about HawkSoft?** My favorite feature is being able to text clients through Hawksoft. No more giving out my personal cell #. **What do you dislike about HawkSoft?** I haven't found anything that I "dislike" yet. **What problems is HawkSoft solving and how is that benefiting you?** Unlike other Agency Management Systems, Hawksoft cuts down on my work instead of creating more. **Official Response:** > Tracy, we are happy that HawkSoft is making your agency more efficient and that you're enjoying the text messaging feature. We appreciate your positive review and feel free to reach out to us if you need anything in the future! ### 28. We are extremely happy with Hawksoft and would recommend them to other agents. **Rating:** 5.0/5.0 stars **Reviewed by:** Jerry S. | Small-Business (50 or fewer emp.) **Reviewed Date:** June 13, 2023 **What do you like best about HawkSoft?** We have found Hawksoft to be very intuitive and easy to use. Above all, we like their customer support that is always able to help us promptly resolve any issue we have. We like that in most cases, if we desire, they will connect with us online to provide the help we need. **What do you dislike about HawkSoft?** We do not have any complaints or anything that we dislike about Hawksoft. **What problems is HawkSoft solving and how is that benefiting you?** We have no outstanding problems at this time that need to be resolved. **Official Response:** > Thank you Jerry for the positive review! We are happy to hear that our intuitive system is easy to use. If you have any issues in the future, please don't hesitate to reach out to us. ### 29. Agency Management System **Rating:** 5.0/5.0 stars **Reviewed by:** Jeneane C. | Office Manager/CSR, Small-Business (50 or fewer emp.) **Reviewed Date:** June 14, 2023 **What do you like best about HawkSoft?** Hawksoft is very user-friendly software. It works great for independent agencies to manage their clientele. Also has many communication options for contacting the insured. **What do you dislike about HawkSoft?** I want the option to personalize more processes in Hawksfoft. **What problems is HawkSoft solving and how is that benefiting you?** Not certain what problems are being solved. **Official Response:** > We appreciate your insight, Jeneane! We're happy to hear that you find HawkSoft so user-friendly. When it comes to personalizing your processes, we'd be interested to hear from you. Feel free to reach out to our Customer Success team at any time. Thank you for the kind review! ### 30. Hawksoft Friendly and Effecient **Rating:** 5.0/5.0 stars **Reviewed by:** Michelle L. | Small-Business (50 or fewer emp.) **Reviewed Date:** June 16, 2023 **What do you like best about HawkSoft?** They always answer the phone and are very knowledgeable **What do you dislike about HawkSoft?** Sometimes my screen locks up or just disappears **What problems is HawkSoft solving and how is that benefiting you?** We are able to document and text to the customers and attach our text messages as confirmations. That is my favorite feature. **Official Response:** > Thank you for the five-star review, Michelle! We are happy to hear that you enjoy the text messaging feature. I'm sorry that you're having some issues with your screen. Please reach out to us if you have any issues with the system in the future. ### 31. Great for Insurance **Rating:** 4.0/5.0 stars **Reviewed by:** Jessica S. | Small-Business (50 or fewer emp.) **Reviewed Date:** June 28, 2023 **What do you like best about HawkSoft?** It's pretty user friendly and easy to learn. **What do you dislike about HawkSoft?** I wish there were more templates for commercial policies. Boats could include more as well when entering. **What problems is HawkSoft solving and how is that benefiting you?** Organization of policies is helping. **Official Response:** > Thank you for the review, Jessica! We are happy to hear that the system is user friendly. We appreciate your feedback as well. Please click the link below and submit an inquiry form so your dedicated HawkSoft Customer Success Manager can reach out to you and assist you with customized templates. ### 32. Client Services Receptionist **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** June 15, 2023 **What do you like best about HawkSoft?** Your system is very user friendly. The seamless ease of access exceeds other agency management systems I have used. The help desk employees are amazing . **What do you dislike about HawkSoft?** I have used other agency management systems, and by far you are above all others . No complaints, other than the occasional Cloud internet issues. **What problems is HawkSoft solving and how is that benefiting you?** Hawksoft is helping maintain our clients information and data. We just recently opted into Formstack and this has been a great transition. **Official Response:** > We are happy that you're enjoying the integration with Formstack and that our product support team has delivered an exceptional experience. Thank you for the kind review and let us know how we can help your agency in the future. ### 33. Hawksoft is user friendly **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** June 20, 2023 **What do you like best about HawkSoft?** It is easy to use and stores a lot of information. It also can manage workflows and simplify the quoting process. **What do you dislike about HawkSoft?** Some of the processes take a bit of time to learn. **What problems is HawkSoft solving and how is that benefiting you?** I use it to manage our clients and keep track of everything. The suspense system helps to make sure that nothing is overlooked. The system works well with email and the drag and drop ability is very useful. **Official Response from Rachel Stauffer:** > Thanks for leaving us a great review! We're glad to hear you're satisfied with our client and task management features, as well as our email functionality. Thanks for being a HawkSoft customer! ### 34. Hawksoft experience **Rating:** 5.0/5.0 stars **Reviewed by:** Jeff H. | Small-Business (50 or fewer emp.) **Reviewed Date:** June 22, 2023 **What do you like best about HawkSoft?** The support is fantastic. It is pretty intuitive. **What do you dislike about HawkSoft?** Using the parallels environment is slow and annoying **What problems is HawkSoft solving and how is that benefiting you?** Knowing more data about our book of business at a moment's notice is very helpful. **Official Response from Rachel Stauffer:** > Thanks for the great review, Jeff! Happy to hear you're satisfied with our product and support team. Thanks for sharing your feedback about Parallels - we're excited to be roll out our new cloud platform this year, which can be accessed without the use of Parallels. Looking forward to an even better HawkSoft experience! ### 35. Ive worked with them for 7 years and their software is very user friendly and simple to work with. **Rating:** 5.0/5.0 stars **Reviewed by:** Ivonne G. | Small-Business (50 or fewer emp.) **Reviewed Date:** June 16, 2023 **What do you like best about HawkSoft?** The display and how easy it is to work with. **What do you dislike about HawkSoft?** I wish they could automatically add VINs when doing an evidence of insurance. **What problems is HawkSoft solving and how is that benefiting you?** So far nothing, everything has been pretty great. **Official Response:** > Thank you for the kind review, Ivonne! We're happy that you find HawkSoft very user friendly. We appreciate you expressing your concern about automatically adding VINs. If you have any further questions about HawkSoft in the future, don't hesitate to reach out! ### 36. Easy to work with and none of the "extra accounting features" I do not need as an agency. **Rating:** 5.0/5.0 stars **Reviewed by:** Eric B. | Small-Business (50 or fewer emp.) **Reviewed Date:** June 20, 2023 **What do you like best about HawkSoft?** Back-and-forth compatibility with raters. **What do you dislike about HawkSoft?** No space for notes on each policy "page" without creating a client tag. **What problems is HawkSoft solving and how is that benefiting you?** Time date stamps on transactions and notes **Official Response from Rachel Stauffer:** > Thanks for leaving us a great review, Eric! Glad to hear you're happy with HawkSoft's rater integration and documentation features. We've noted your feedback about your desire for functionality similar to client tags, but at the policy level. Thanks for sharing! ### 37. Works great for us! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Insurance | Mid-Market (51-1000 emp.) **Reviewed Date:** June 16, 2023 **What do you like best about HawkSoft?** With the size of our organization, it is beneficial to have all the data together but also be able to split it out by location/office. HawkSoft is geat to work with! **What do you dislike about HawkSoft?** HawkSoft works hard to stay current with advancing technology, but sometimes it feels like they are lagging behind. **What problems is HawkSoft solving and how is that benefiting you?** HawkSoft is moving to the cloud and should make things work better and faster. **Official Response:** > Thank you for the five-star review! We appreciate your feedback on HawkSoft staying up to date with technology. HawkSoft 6 will open up a lot of possibilities for the platform and we are excited for how it will benefit agencies. Please don't hesitate to reach out to us in the future if you have any questions. ### 38. User Friendly **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** June 16, 2023 **What do you like best about HawkSoft?** The software is easy to use and helps us as a team service our clients. **What do you dislike about HawkSoft?** The software can sometimes run slow which makes it harder to service our clients in a timely manner. **What problems is HawkSoft solving and how is that benefiting you?** It gives us a quick access way to review our client's policies and for us to make notes regarding our clients. **Official Response:** > Thank you for the review! We are happy to hear that HawkSoft is easy to use and helps your agency be more efficient. Please let us know how we can assist your agency in the future. ### 39. Hawksoft **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** June 15, 2023 **What do you like best about HawkSoft?** Hawksoft is very user-friendly and allows for many tutorials and helpful links for new users. **What do you dislike about HawkSoft?** the cloud system does not integrate well outside of cloud when needing to upload or find documents **What problems is HawkSoft solving and how is that benefiting you?** downloads with carriers and applying coverages and endorsements for ease of use **Official Response:** > We are glad that you find HawkSoft very user-friendly! We appreciate your input on the uploading or finding of documents. We encourage you to reach out to our product support team if you need assistance. Thank you for the great review! ### 40. Hawksoft Hawksoft Hawksoft **Rating:** 5.0/5.0 stars **Reviewed by:** Rebecca P. | Small-Business (50 or fewer emp.) **Reviewed Date:** June 13, 2023 **What do you like best about HawkSoft?** Hawksoft has simplified so much for our agency. From commissions, downloads, inputting data, saving files, keeping our clients information safe and in one place **What do you dislike about HawkSoft?** I do wish it had more automation........ **What problems is HawkSoft solving and how is that benefiting you?** Hawksoft is keeping all of our information in one place. Helping with follow-ups. **Official Response:** > Rebecca, thank you for taking time out of your day for such a thoughtful review. We are happy that we made things simpler for your agency. In terms of automation, I'd encourage you to reach out to us and explain what you're looking for. We also have an expansive API program that can assist you. ### 41. Excellent client service & accessibility **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** June 15, 2023 **What do you like best about HawkSoft?** the hot keys as a shortcut to keystrokes **What do you dislike about HawkSoft?** cumbersome if you don't have a hot key and the log description has info that is not pertinent. I want be able to view what is going on not the mechanics of what it is. IE: call from insured then what happened. I would rather enter "discuss billing per call from insured - have that part at the end. **What problems is HawkSoft solving and how is that benefiting you?** templates for standardization of entries to reduce errors and omissions exposure **Official Response:** > Thank you for the feedback on HawkSoft. Hot Keys are a great tool and we're glad you're utilizing them. We are happy that HawkSoft is helping your agency reduce E&O exposure as well. Please let us know if you have any further questions! We're here to help. ### 42. Hawksoft Agency Management system **Rating:** 4.5/5.0 stars **Reviewed by:** Terry B. | PRESIDENT, Small-Business (50 or fewer emp.) **Reviewed Date:** June 15, 2023 **What do you like best about HawkSoft?** Hawksoft is a very easy and efficient way to manage your client data base **What do you dislike about HawkSoft?** There is really not anything that i dislike about hawksoft **What problems is HawkSoft solving and how is that benefiting you?** a place to manage all client interactions and changes **Official Response:** > Thank you for the kind review, Terry! We are glad that HawkSoft is helping your agency be more efficient. Please don't hesitate to reach out to us if you have any questions in the future. ### 43. Queen Producer **Rating:** 5.0/5.0 stars **Reviewed by:** Barbara D. | Small-Business (50 or fewer emp.) **Reviewed Date:** June 15, 2023 **What do you like best about HawkSoft?** Ease of workflow, accounting & reports are easy to use **What do you dislike about HawkSoft?** Wish it had more Claim options such as adding notes in the claim, not activity **What problems is HawkSoft solving and how is that benefiting you?** faster workflow, adaptability to PL Rater **Official Response:** > Thank you for the review, Barbara! We're happy to hear that you're enjoying our accounting and reporting features. Thank you for the feedback on adding more notes to a claim. We appreciate you as a customer and don't hesitate to reach out to us if you have any questions. ### 44. Hawksoft is a great value **Rating:** 5.0/5.0 stars **Reviewed by:** Vincent M. | Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** January 26, 2023 **What do you like best about HawkSoft?** There is no better bang for the buck than Hawksoft. Excellent support. Always looking to improve. Has been the perfect choice for our agency. **What do you dislike about HawkSoft?** I wish Hawksoft would develop a comparative rater to work in sequence with the management system. **What problems is HawkSoft solving and how is that benefiting you?** Hawksoft helps us keep our workflow organized and helps us keep track of our business transactions giving us much better retention results **Official Response:** > Thank you for the kind review, Vincent! We appreciate your feedback on the comparative rater. We do offer HawkLink which allows you to get bindable quotes. Feel free to reach out if you have any questions. ### 45. The most user-friendly management system out there **Rating:** 5.0/5.0 stars **Reviewed by:** Johanna G. | Insurance agent, Small-Business (50 or fewer emp.) **Reviewed Date:** August 23, 2022 **What do you like best about HawkSoft?** I especially love the texting feature. The entire system is super easy to use. Could not be happier to have chosen Hawksoft out of all the other agency management systems we looked at. **What do you dislike about HawkSoft?** There are a lot of features to learn and I still have a long way to go to learn them all. This is not anything to fault Hawksoft about though. **What problems is HawkSoft solving and how is that benefiting you?** It is so easy now to have a log about everything that was discussed with the customer. It is all time and date stamped. It has come in handy already when customer says they called us about something that they actually forgot to mention to us during their call. Many customers also respond to text messages so much faster than they would have responded to an email for example. **Official Response:** > Johanna, thank you very much for the kind words! We are so happy you choose us as your agency management system and are enjoying the texting feature. We pride ourselves on the user-friendly nature of the system and we're glad it shows. ### 46. Don't try to take away our Hawksoft! **Rating:** 5.0/5.0 stars **Reviewed by:** Aaron S. | President, Small-Business (50 or fewer emp.) **Reviewed Date:** August 24, 2022 **What do you like best about HawkSoft?** The first thing that I liked about Hawksoft was the Action button, and how it walks you through every procedure and provides great consistency. That opinion has not changed. Everything is easy to find, and makes sense. We used Hawksoft for a few years, then changed back to Applied systems on the 'strong advice' of a well known insurance consultant. But shortly after we stopped working with her, we went back to Hawksoft and have never looked back. **What do you dislike about HawkSoft?** if you have outside producers and need to track commissions, it wasn't there but i believe they have worked on that. We don't have producers so i never looked again. **What problems is HawkSoft solving and how is that benefiting you?** Hawksoft runs our office. That's what a management system should do. it enables us to do the best job for our clients. **Official Response:** > Aaron, the "action menu" is the foundation of our system and we're so happy you enjoy it. Ease of use is important to us and we appreciate you coming back to HawkSoft! ### 47. Love Hawksoft for our Agency **Rating:** 5.0/5.0 stars **Reviewed by:** Angela P. | Small-Business (50 or fewer emp.) **Reviewed Date:** June 13, 2023 **What do you like best about HawkSoft?** Very simple to use and customer service is very helpful! **What do you dislike about HawkSoft?** I don't have anything negative to say about Hawksoft. **What problems is HawkSoft solving and how is that benefiting you?** Documentation **Official Response:** > We appreciate you leaving us such a kind review, Angela. We're glad that our documentation benefits your agency greatly. Let us know how we can assist you further in the future! ### 48. Good Service **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** June 15, 2023 **What do you like best about HawkSoft?** Quick response to questions asked and problem-solving. **What do you dislike about HawkSoft?** I haven't experienced anything that I dislike about HawkSoft. **What problems is HawkSoft solving and how is that benefiting you?** Handling input procedures **Official Response:** > Thank you for the kind review! We are happy that we can help solve problems in your agency. We appreciate your input and please don't hesitate to reach out if you have any further questions. ### 49. Easy and Great to work with! **Rating:** 5.0/5.0 stars **Reviewed by:** WILMARIE B. | Insurance Broker, Small-Business (50 or fewer emp.) **Reviewed Date:** August 23, 2022 **What do you like best about HawkSoft?** I love how easy it is to work with and the quality of the support we get if we bump into a problem, or get stuck somewhere. Support is always helpful and willing to help. **What do you dislike about HawkSoft?** To be honest I haven't found anything I dislike yet. I pretty much love how it simplifies my day-to-day job. I have been working on it for about 3 years and i do not dislike anything as of yet. **What problems is HawkSoft solving and how is that benefiting you?** I love that I can just email directly from Hawksoft and it logs everything for me. I don't have to work double so It gives me more time to work on the things that need to be prioritized. **Official Response from Rachel Stauffer:** > Thanks for leaving us such a fantastic review! We're glad to hear your agency loves the product and support. Thanks for being part of the HawkSoft family! ### 50. Best Agency Management System - Hands Down!! **Rating:** 5.0/5.0 stars **Reviewed by:** Audra Y. | Account Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** August 23, 2022 **What do you like best about HawkSoft?** Hawksoft is extremely user-friendly! Our agency specializes in farm insurance and spent a couple of years looking for an agency management system that would accommodate our farm locations and machinery and livestock schedules and Hawksoft does just that! So easy to use and navigate. **What do you dislike about HawkSoft?** There isn't much that I dislike about Hawksoft. Their management team is always very eager to listen to suggestions on things to improve and work them into their software updates. **What problems is HawkSoft solving and how is that benefiting you?** Hawsoft helps us to keep track of our many farm quote prospects and also makes requoting our current clients easy with being able to transport all of the info into our quoting software. **Official Response from Rachel Stauffer:** > Thanks for leaving us a fantastic review, Audra! We're so glad to hear that you like HawkSoft's features for farm, and that you feel heard by HawkSoft leadership. That's the biggest compliment we can receive! ## HawkSoft Discussions - [What is applied epic?](https://www.g2.com/discussions/hawksoft-what-is-applied-epic) - 2 comments - [What does EZLynx cost?](https://www.g2.com/discussions/what-does-ezlynx-cost) - 1 comment - [View HawkSoft pricing details and edition comparison](https://www.g2.com/products/hawksoft/reviews?section=pricing&secure%5Bexpires_at%5D=2026-06-01+07%3A17%3A53+-0500&secure%5Bsession_id%5D=6a6f56a4-ca1b-400e-a664-fb9fa4437e74&secure%5Btoken%5D=0e5c09ef694135b1b16778a89ccca3a02ca3b0a8c604d88eda6908109f13cbfc&format=llm_user) ## HawkSoft Integrations - [Microsoft Outlook](https://www.g2.com/products/microsoft-outlook/reviews) - [PL Rating](https://www.g2.com/products/pl-rating/reviews) ## HawkSoft Features **Administration** - Accounting - Contact Management - Commissions - Sales Tools - Reporting & Dashboards - Payment Processing - Email Integration - Task Management **Insurance Documentation** - Claims Management - Policy Management - Invoicing & Receipts - Electronic Signatures ## Top HawkSoft Alternatives - [EZLynx](https://www.g2.com/products/ezlynx-ezlynx/reviews) - 4.4/5.0 (686 reviews) - [Applied Epic](https://www.g2.com/products/applied-epic/reviews) - 4.4/5.0 (1,552 reviews) - [AMS360](https://www.g2.com/products/ams360/reviews) - 4.3/5.0 (921 reviews)