HawkSoft Review
What is HawkSoft?
HawkSoft is a cloud-based insurance agency management system that is designed to streamline the workflow of staff and policyholders in their insurance business and it also functions as a client or customer management software that aids insurance agencies whether Commercial or Personal Line agencies to improve their productivity, profitability, and their delivery of customer service. HawkSoft is built by independent agencies, and it is generally perceived as being very flexible and secure.
Accessible both through the web and on- premise or in-office installation, HawkSoft helps agencies by providing them capabilities such as the easy sending and entry of data to their carrier websites, instant access to client files such as documents, accounting, log notes and contact info; retention alerts to notify staff to follow-up client renewals that are higher than the threshold set, policy management workflows, batch email marketing, and data analysis through pre-configured or customized reports.
Show MoreOverview of HawkSoft Benefits
Hawksoft’s features help agencies to grow their business by providing them insights and data analysis to improve their decision-making process and monitor the agency pulse. The insurance agency management software encompasses a data analysis engine called Agency Intelligence. With this data reporting tool, users would be able to access their Book of Business, retention, cross-sell, and sales pipeline KPIs instantly in a centralized system. The Agency Intelligence equipped them with viable information such as active policies by application type, customer retention rates, average lifetime of all of their active customers by producer, new policies added by production date, personal lines renewing and expiring in the next 60 days, and total leads.
Another prominent feature of Hawksoft is its large list of integrations. The software supports rater integration and as a result, requoting is done quickly. Furthermore, the creation of year-end tax preparation is executed automatically as the software can work with the accounting tools that are familiar to insurance agency accountants. Hence, they need not to abandon such tools in preparing renewal and account rounding reports, commission accounting, and even payroll. Hawksoft also highlights its real time integration with carrier websites. This integration allows users to communicate instantly and directly with the insurance policyholders and they could transmit data automatically. The software furthermore supports carrier downloads in order for users to obtain updated policies.
In addition, HawkSoft offers a document management feature that makes preparation of documents such as letters, forms, and certificates much easier. It has a built in library of ACORD Form and prefilled ACORD Forms. Certificates of Insurances could also be instantly generated through the system. Preparing PDF files and documents as well as editing their content is automated through its Virtual Printer which functions as a PDF writer. With this capability, the task of insurance agency staff is streamlined; and productivity is significantly increased.
Show MoreOverview of HawkSoft Features
- Agency Intelligence
- Actional Sales Pipeline Reports
- Client/Customer KPI Report
- Carrier Website Integration
- Rater Integration
- Accounting Tools Integration
- Carrier Downloads
- Document Management
- Built-in ACORD Form Library
- Pre-fill ACORD Forms and Certificates of Insurance
- PDF Writer
- E-mail Marketing
- Personal and Commercial Workflows
- Batch Email
- Text Messaging
- Retention Alerts
HawkSoft Position In Our Categories
Since businesses have specific business demands, it is logical that they steer clear of purchasing a one-size-fits-all, ”best” business program. Still, it is almost impossible to try to come across such application even among recognizable software products. The clever step to undertake can be to write the varied critical aspects that necessitate examination such as crucial features, plans, technical skill capability of staff members, company size, etc. Thereafter, you should follow through the product research exhaustively. Have a look at some HawkSoft evaluations and scrutinize each of the software systems in your shortlist more closely. Such all-encompassing research makes sure you stay away from ill-fitting applications and pay for the system which includes all the aspects your company requires.
Position of HawkSoft in our main categories:
TOP
500
HawkSoft is one of the top 500 Business Process Management Software products
If you are considering HawkSoft it may also be a good idea to investigate other subcategories of Business Process Management Software listed in our base of SaaS software reviews.
Organizations have diverse needs and requirements and no software platform can be perfect in such a condition. It is pointless to try to find a perfect off-the-shelf software system that fulfills all your business needs. The wise thing to do would be to adapt the solution for your special wants, worker skill levels, budget, and other aspects. For these reasons, do not hurry and subscribe to well-publicized leading applications. Though these may be widely used, they may not be the ideal fit for your unique wants. Do your homework, look into each short-listed platform in detail, read a few HawkSoft Business Process Management Software reviews, contact the seller for explanations, and finally settle for the application that presents what you require.
How Much Does HawkSoft Cost?
HawkSoft Pricing Plans:
Free Trial
Quote-based Plan
Contact vendor
What are HawkSoft pricing details?
HawkSoft Pricing Plans:
Free Trial
Quote-based Plan
Contact vendor
HawkSoft’s enterprise pricing information is available only by quote. Contact the company for more details, and request a quote.
User Satisfaction
Positive Social Media Mentions
3
Negative Social Media Mentions
0
We realize that when you choose to buy a Business Process Management Software it’s important not only to see how professionals rank it in their reviews, but also to discover if the real users and companies that purchased this software are actually content with the service. Because of that need we’ve designer our behavior-based Customer Satisfaction Algorithm™ that collects customer reviews, comments and HawkSoft reviews across a vast array of social media sites. The information is then displayed in a simple to understand way showing how many people had positive and negative experience with HawkSoft. With that information at your disposal you should be prepared to make an informed business decision that you won’t regret.
Video
Technical details
Devices Supported
- Windows
- Linux
- Android
- iPhone/iPad
- Mac
- Web-based
- Windows Mobile
Deployment
- Cloud Hosted
- Open API
Language Support
- English
Pricing Model
- Quote-based
Customer Types
- Small Business
- Large Enterprises
- Medium Business
What Support Does This Vendor Offer?
- phone
- live support
- training
- tickets
What integrations are available for HawkSoft?
HawkSoft works with the following preferred and supported providers, and marketing solution, IT, and download providers:
- Applied Rater
- ITC Turbo Rater
- Assurance Systems (AccuAuto)
- Capital Software
- EZLynx
- IBQ Systems
- QuoteRush
- Vertafore FSC
- PL Ratin
- Quomation
- Agency Revolution
- AgencyBuzz
- Demand Force
- FloridaHomeInsurers.com
- A Local Agent
- Alicor Solutions
- Agency Technologies, Inc.
- Premier Computer Consulting
- The Kotter Group
- True Disaster Recovery
- Connective Technologies, Inc
- IVANS
- Symbience LLC
HawkSoft User Reviews
HawkSoft average rating:
1/5
Overall impression
3/5
Customer Support
3/5
Value for Money
3/5
Ease of Use
Write your own review of this product
ADD A REVIEWMore reviews from 1 actual users:
Sort by:
Latest
- Latest
- Most useful
- Most positive
- Most negative
Reliability: Poor, As of December 2020
Read full review >
1/5
Overall impression
3/5
Customer Support
2/5
Value for Money
3/5
Ease of Use
Published on: 21.06.2021
Company Size: N/A
Industry: N/A
PROS: When it works, there are some solid features, including reports and usability but there has been so much downtime and and so many errors that trust in the product is extremely low.
CONS: About twice a week, at least 1 user (mostly all users) loses service for a few hours for about the last 5 months. Sometimes, we do not know service is lost as we are still allowed to access the CRM; it is only after closing out for the day that we see a hidden message indicating "Hawksoft has experienced a problem and needs to close". All work from the time that window popped up is lost. Huge E&O exposure but also a huge frustration for the staff.
Join a community of 7,369 SaaS experts
Thank you for the time you take to leave a quick review of this software. Our community and review base is constantly developing because of experts like you, who are willing to share their experience and knowledge with others to help them make more informed buying decisions.
Sign in with LinkedIn
Why we require LinkedIn?
- Show the community that you're an actual user.
- We will only show your name and profile image in your review.
- You can still post your review anonymously.
OR
Sign in with company emailSign in with company email
Popular HawkSoft Alternatives
Top Competitors To HawkSoft By Price
Product name:
Price:
Trending Business Process Management Software Reviews
HawkSoft Comparisons
Product name:
HawkSoft user reviews
Reliability: Poor, As of December 2020
Read full review >
1/5
Overall impression
3/5
Customer Support
2/5
Value for Money
3/5
Ease of Use
Published on: 21.06.2021
Company Size: N/A
Industry: N/A
Page last modified
Why is FinancesOnline free?