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.
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.
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.
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