everything is in one place, items are copy and paste friendly, all policy downloads hit from the carrier quickly Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Hawksoft is very user-friendly and convenient to use. Review collected by and hosted on G2.com.

Only downside is that sometimes it can occasionally need to upgrade during work hours. Review collected by and hosted on G2.com.

Consolidates everything you need in each file, runs all reports needed, you are able to use it easily and without confusion Review collected by and hosted on G2.com.

When the system goes down, it can be frustrating. Typically, though, the issue is resolved quickly. Review collected by and hosted on G2.com.

It’s easy to use, with everything in one place, and the IT support is good. Review collected by and hosted on G2.com.

I can’t close or delete a bunch of tasks I created all at once; it has to be done one by one. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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 appear 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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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 now on my 5th year dealing with Hawksoft and their team is still SIMPLY THE BEST! Review collected by and hosted on G2.com.

The least simple thing about 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! Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.