HawkSoft

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Overview

HawkSoft is an insurance agency management system that prioritizes a simple, logical workflow and strong customer support. It is designed for independent agencies that value efficiency and ease of use. The system can be deployed on-premise or through a cloud hosting partner. HawkSoft helps agencies manage client relationships, policies, documents, and workflows for personal and commercial lines, including homeowners insurance.

✨ Key Features

  • Client and Policy Management
  • Document Management with Drag-and-Drop
  • Workflow Automation
  • Carrier Downloads and Integrations
  • Reporting
  • Client Communication Tracking
  • Choice of On-Premise or Cloud Hosting

🎯 Key Differentiators

  • Focus on user-friendly, logical workflows.
  • High-quality, responsive customer support.
  • Data ownership and choice of on-premise or private cloud deployment.

Unique Value: Delivers a user-friendly and efficient agency management system backed by industry-leading customer support, allowing agencies to focus on their clients.

🎯 Use Cases (4)

Managing the book of business for an independent agency focused on homeowners insurance. Streamlining daily tasks and reducing manual data entry. Centralizing client communications and documents. Tracking policy renewals and other important dates.

✅ Best For

  • Used by thousands of independent agencies, with a high customer retention rate.
  • Praised for its intuitive design and responsive customer support.

💡 Check With Vendor

Verify these considerations match your specific requirements:

  • Large, multi-location agencies requiring a fully cloud-native, highly scalable platform.
  • Agencies that need extensive, open API capabilities for custom integrations.

🏆 Alternatives

Applied Epic Vertafore AMS360 EZLynx

Offers a simpler, more intuitive user experience and more personal customer support compared to the larger, more complex enterprise systems.

💻 Platforms

Desktop (Windows) Web (via hosting partner)

✅ Offline Mode Available

🔌 Integrations

Microsoft Outlook QuickBooks ePayPolicy Various insurance carriers API (limited)

🛟 Support Options

  • ✓ Email Support
  • ✓ Phone Support
  • ✓ Dedicated Support (N/A tier)

🔒 Compliance & Security

✓ HIPAA ✓ BAA Available

💰 Pricing

$219.00/mo

Free tier: N/A

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