HawkSoft Review

HawkSoft OUR SCORE 70%
starting price By quote
our score 70%
free trial
  1. What is HawkSoft
  2. Product Quality Score
  3. Main Features
  4. List of Benefits
  5. Technical Specifications
  6. Available Integrations
  7. Customer Support
  8. Pricing Plans
  9. Other Popular Software Reviews

What is HawkSoft ?

HawkSoft is an insurance agency management system in the cloud. In Hawksoft, users will be able to improve their productivity and the quality of their service to customers. This translates to better profitability in the end. Furthermore, insurance subscribers can use this to help organize policy management and insurance-related workflows. The platform is accessible both on the web or on-premises. Within the app, users can send and receive data to and from insurance carriers. They can instantly access information such as client profiles, accounting records, documents, contact information, and notes. The app also helps notify staff about retention tasks and for follow-ups. Batch email marketing is also supported within the app. Furthermore, reports are automatically generated by the platform. Data analysis is way easier with HawkSoft’s help.

Product Quality Score

Features
7.1
Ease of use
7.3
Customer support
6.8
Value for money
6.8
7
TOTAL SCORE

HawkSoft features

Main features of HawkSoft are:

  • Accounting Tools Integration
  • Actional Sales Pipeline Reports
  • Agency Intelligence
  • Batch Email
  • Built-in ACORD Form Library
  • Carrier Downloads
  • Carrier Website Integration
  • Client/Customer KPI Report
  • Document Management
  • E-mail Marketing
  • PDF Writer
  • Pre-fill ACORD Forms
  • Rater Integration
  • Certificates of Insurance
  • Retention Alerts
  • Text Messaging
  • Personal and Commercial Workflows

HawkSoft Benefits

Benefits

The main benefits of HawkSoft are its rich feature set, ease of use, and great integrations. Here are more details:

Agencies enjoy HawkSoft’s features as it allows them to improve their business operations by providing data-driven insights. This makes decision-making processes easier and more accurate. With its Agency Intelligence feature, it helps companies monitor the trends surrounding itself. The Book of Business tool makes reporting easier and more accurate. Furthermore, the feature enables the viewing of KPIs in their sales pipeline. Information about cross-selling and retention are centralized in the system. These include information about active policies, the average lifetime of average customers, customer retention rates, new policies, leads and more.

HawkSoft also supports many app integrations. Rater integrations are also supported and thus re-quoting is now faster. The platform is fitted with accounting capabilities. The year-end tax preparation is done automatically by the system. Plus, the solution can also be integrated into the accounting tools already being used.

With HawkSoft, users become connected with carrier websites in real-time. Through this, they can communicate with insurance policyholders directly. Transmitting files and other data will be no problem. Updates, too, will be received without a hitch. No switching of program windows is necessary. All of these can be done in the centralized hub.

This information hub is managed by a native document management tool. Certificates, forms, and letters are filed in an orderly way. With a library of ACORD Form and prefilled forms, entering data is easier and less time will be consumed. Making PDF files and editing them is such a breeze as it is automated. This is thanks to the Virtual Printer feature. With these, Certificates of Insurances can be easily pulled up and generated in the platform. All these tools help users streamline their workflows, save time, and increase productivity.

Technical Specifications

Devices Supported

  • Web-based
  • iOS
  • Android
  • Desktop

Customer types

  • Small business
  • Medium business
  • Enterprise

Customer Support Types

  • Phone
  • Online

HawkSoft Integrations

The following HawkSoft integrations are currently offered by the vendor:

  • A Local Agent
  • Agency Revolution
  • Agency Technologies, Inc.
  • AgencyBuzz
  • Alicor Solutions
  • Applied Rater
  • Assurance Systems (AccuAuto)
  • Capital Software
  • Connective Technologies, Inc
  • Demand Force
  • EZLynx
  • com
  • IBQ Systems
  • ITC Turbo Rater
  • IVANS
  • PL Ratin
  • Premier Computer Consulting
  • Quomation
  • QuoteRush
  • Symbience LLC
  • The Kotter Group

Video

Customer Support

Phone
Online

Pricing Plans

HawkSoft pricing is available in the following plans:

Free trial
QUOTE-BASED PLAN
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