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HawkSoft Reviews & Product Details - Page 2

HawkSoft Overview

What is 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 Details
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English
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Product Description

HawkSoft Client Management System (CMS) is an insurance agency's smart choice to enhance office productivity, profitability, and customer service.

How do you position yourself against your competitors?

HawkSoft embraces its differences from others in the marketplace, creating memorable service and meaningful relationships. HawkSoft is much more than an insurance software platform,; we deliver a unique customer experience through our remarkable commitment to transparency, stability, collaborative innovation between insurtech and agent, and a user community like no other in the industry.

- Value without gimmicks
No long-term contracts, early termination or data extraction fees, or nickle and diming per feature. Painless data conversions make it easy to get started fast.

- Private ownership
While mergers and acquisitions create huge disruptions for agencies on affected systems, HawkSoft is committed to staying privately owned and answerable only to its customers and employees.

- A unique customer experience
We consider our customers to be family. We provide unparalleled phone and live chat support, a company culture that embraces user input, and a user group that is truly unique in the industry.


Seller Details
Seller
Hawksoft
Year Founded
1995
HQ Location
Canby, OR
Twitter
@HawkSoft
841 Twitter followers
LinkedIn® Page
www.linkedin.com
109 employees on LinkedIn®

AN
Overview Provided by:

Recent HawkSoft Reviews

Shannen S.
SS
Shannen S.Small-Business (50 or fewer emp.)
4.0 out of 5
"Great CRM for Insurance Agencies"
My favorite customer management tools within HawkSoft are email integration, the policy suspense tool, and the daily download reports. Our Agency h...
Verified User
U
Verified UserSmall-Business (50 or fewer emp.)
5.0 out of 5
"Most responsive tech support"
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 inst...
Earl B.
EB
Earl B.Small-Business (50 or fewer emp.)
5.0 out of 5
"An Excellent Solution for Agency Management"
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...
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This seller hasn't added their security information yet. Let them know that you'd like them to add it.
0 people requested security information

HawkSoft Media

HawkSoft Demo - Agent Portal
View client data from a web browser on any mobile device - smartphone, tablet, or latptop.
HawkSoft Demo - Texting
Integrated texting from your main agency phone number or choose one with your local area code. Manage client consents with automated opt-in and opt-out capabilities.
HawkSoft Demo - Agency Intelligence Reporting Suite
Manage your book of business, retention, cross-sell, and sales pipeline KPIs in one place, available at no extra cost.
HawkSoft Demo - Self-Service Certificates
Policyholders can publish COIs from HawkSoft to a secure web-based portal.
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80 HawkSoft Reviews

4.8 out of 5
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80 HawkSoft Reviews
4.8 out of 5
80 HawkSoft Reviews
4.8 out of 5

HawkSoft Pros and Cons

How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Cons

Overall Review Sentiment for HawkSoftQuestion

Time to Implement
<1 day
>12 months
Return on Investment
<6 months
48+ months
Ease of Setup
0 (Difficult)
10 (Easy)
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G2 reviews are authentic and verified.
KS
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic Review from User Profile
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 Review collected by and hosted on G2.com.

What do you dislike about HawkSoft?

sometimes it can be slow and a few communication issues with Progressive Review collected by and hosted on G2.com.

What problems is HawkSoft solving and how is that benefiting you?

I just had y connection reset and things are working great Review collected by and hosted on G2.com.

SG
Small-Business(50 or fewer emp.)
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Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review
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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Response from of HawkSoft

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.

BM
Small-Business(50 or fewer emp.)
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Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review
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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Response from Rachel Stauffer of HawkSoft

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!

Carly J.
CJ
Small-Business(50 or fewer emp.)
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Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review
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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Response from of HawkSoft

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.

Verified User in Insurance
UI
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review
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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Response from of HawkSoft

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.

AW
Director of Operations
Small-Business(50 or fewer emp.)
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Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review
(Original )Information
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. Review collected by and hosted on G2.com.

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! Review collected by and hosted on G2.com.

What problems is HawkSoft solving and how is that benefiting you?

One system instead of 15 to manage the agency. Review collected by and hosted on G2.com.

Response from Rachel Stauffer of HawkSoft

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!

Verified User in Insurance
UI
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review
(Original )Information
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. Review collected by and hosted on G2.com.

What do you dislike about HawkSoft?

I'd like to see more collaboration tools. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Response from Rachel Stauffer of HawkSoft

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.

RC
Small-Business(50 or fewer emp.)
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Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review
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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Response from of HawkSoft

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.

Verified User in Insurance
AI
Small-Business(50 or fewer emp.)
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Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review
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. Review collected by and hosted on G2.com.

What do you dislike about HawkSoft?

Haven't run into anything we dislike yet. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Response from of HawkSoft

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.

Lindsey  C.
LC
Small-Business(50 or fewer emp.)
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Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review
What do you like best about HawkSoft?

The convenience factor from searching clients to reviewing personal progress Review collected by and hosted on G2.com.

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 Review collected by and hosted on G2.com.

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 Review collected by and hosted on G2.com.

Response from of HawkSoft

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.