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HawkSoft Review

HawkSoft
Our score: 7.0 User satisfaction: 100%

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

Knowing that businesses have particular business-related demands, it is only practical that they avoid choosing a one-size-fits-all, “perfect” software system. Regardless, it is almost impossible to chance on such a software system even among branded software systems.
The logical thing to do would be to make a list of the varied significant factors that need scrutiny such as important features, price terms, skill levels of the employees, business size, etc. The second step is, you must perform your product research fully. Read some of these HawkSoft evaluations and look into the other solutions in your list more closely. Such comprehensive product investigation ascertains you weed out unsuitable software solutions and select the system which delivers all the features your business requires to realize efficiency.

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 might also be beneficial to examine other subcategories of Business Process Management Software gathered in our base of SaaS software reviews.

Since each organization has unique business needs, it is prudent for them to abstain from looking for a one-size-fits-all faultless software application. Needless to say, it would be pointless to try to find such an app even among widely used software platforms. The intelligent thing to do would be to jot down the various essential aspects that require consideration such as required features, finances, skill levels of employees, company size etc. Then, you should do your homework thoroughly. Read some HawkSoft Business Process Management Software reviews and check out each of the other solutions in your shortlist in detail. Such exhaustive homework can make certain you weed out ill-fitting systems and zero in on the solution that presents all the aspects you require for business success.

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

Positive Social Media Mentions 3
Negative Social Media Mentions 0

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.

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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?

  • email
  • phone
  • live support
  • training
  • tickets

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HawkSoft Comparisons

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
  •  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
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Reviewed By Louie Andre
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