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Business Process Management Software

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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.

Overview 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.

Overview 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

Position of HawkSoft in our main categories:


HawkSoft is one of the top 500 Business Process Management Softwareproducts


HawkSoft is one of the 500
Business Process Management Software products

If you are interested in HawkSoft it may also be a good idea to examine other subcategories of Best Business Process Management Software collected in our database of SaaS software reviews.

It's crucial to realize that virtually no app in the Business Process Management Software category is going to be an ideal solution that can meet all the needs of different company types, sizes and industries. It may be a good idea to read a few HawkSoft reviews first as certain solutions can perform well only in a really small group of applications or be prepared with a really specific industry in mind. Others may function with an intention of being simple and intuitive and as a result lack complicated functions desired by more experienced users. There are also apps that cater to a wide group of customers and offer a rich feature base, however that in most cases comes at a more expensive cost of such a software. Be certain that you're aware of your requirements so that you get a service that has specifically the features you search for.

How Much Does HawkSoft Cost?

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

We realize that when you make a decision to buy Business Process Management Software it’s important not only to see how experts evaluate it in their reviews, but also to find out if the real people and companies that buy it are actually satisfied with the product. That’s why we’ve created our behavior-based Customer Satisfaction Algorithm™ that gathers customer reviews, comments and HawkSoft reviews across a wide range of social media sites. The data is then presented in an easy to digest form showing how many people had positive and negative experience with HawkSoft. With that information at hand you should be equipped to make an informed buying decision that you won’t regret.






Technical details

Devices Supported
  • Windows
  • Linux
  • Android
  • iPhone/iPad
  • Mac
  • Web-based
  • Windows Mobile
Language Support
  • English
Pricing Model
  • Quote-based
Customer Types
  • Small Business
  • Large Enterprises
  • Medium Business
  • Cloud Hosted
  • Open API

What Support Does This Vendor Offer?


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.

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
  • A Local Agent
  • Alicor Solutions
  • Agency Technologies, Inc.
  • Premier Computer Consulting
  • The Kotter Group
  • True Disaster Recovery
  • Connective Technologies, Inc
  • Symbience LLC

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