[ HawkSoft Reviews ](https://www.g2.com/products/hawksoft/reviews) [ HawkSoft Reviews ](https://www.g2.com/products/hawksoft/reviews) # HawkSoft Features ##### ## Administration (21) Accounting Tracking and reporting various financials Contact Management Storing and organizing client contact information Commissions Calculating and administering percentages of policy premiums to be paid to sales representatives on closing a deal Sales Tools Organizing sales representatives' pipelines and tracking the sales process Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Payment Processing Processing credit card and bank payments Email Integration Accessing and sending emails via the platform Task Management Assigning tasks to employees in order to organize and track productivity Third-Party Integrations Set up connections to third-party platforms to improve business processes Accounting Integration Integrate with a third-party accounting system Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Calendar Management Track and manage schedules and meetings via an integrated calendar Pipeline Management Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc. Commission Management Tracking, calculating, and paying commissions and earnings to employees Email Management Manage, store and organize emails within the system or via third-party apps User Management Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks Forms Management Store, manage and track all forms in a centralized location Invoice Management Captures invoice data and maintains comprehensive records for auditing and reporting purposes Workflow Management Create, design and manage workflows for repetitive tasks Document Management Store, manage, and track all electronic documents in a centralized location Contact Database Centralized database of stakeholders and their contact information such as names, address, phone number etc. Show More ##### ## Insurance Documentation (6) Claims Management Organizing and processing customers' insurance claims Insurance Policy Management Create, administer and manage insurance policies for various customers and insurance lines Invoicing & Receipts Creating and organizing insurance invoices and payment receipts Electronic Signatures Sending electronic documents to clients to sign and return electronically Client Management Manage contact details and communication with clients Lead Management Store information about leads or contacts and track, manage and nurture them throughout the sales process Show More ##### ## Additional Functionality (70) Client Portal Private online space that lets businesses securely share documents and provide information access to clients Access Controls/Permissions Define levels of authorization for access to specific files or systems AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Audit Trail A record of all activities within the system, including user access, changes made, etc. Search/Filter Search and filter data across systems to locate required information by entering keywords or certain criteria Commission Calculations Calculate employees' commissions based on certain rules Insurance Rating Activity Tracking Track and document all activities across devices, networks, and other systems API Application programming interface that allows for integration with other systems/databases Customizable Templates Pre-designed layouts that can be customized to match preferences and requirements Customizable Branding Add customized logos and colors to align with company branding Document Storage Store and organize documents in a centralized system Property & Casualty Specialized for companies in property and casualty (P&C) insurance sector Configurable Workflow Configure existing workflows to meet your organization's needs Life & Health Businesses operating within the life and health insurance sectors Monitoring Observe and track the demand, usage, progress or quality of a system, product, or user Status Tracking Track the status over time for a request, process, asset, or transaction Customizable Forms Customize contracts and forms to collect specific information Generative AI Use AI to generate content in the form of text, images, videos, etc. Document Templates Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file Self Service Portal Online portal through which end users can access the system, manage tasks, or obtain information Reminders Timed notification for any upcoming task, deadline, appointment, or activity Customizable Reports Alter the layout and content of reports SSL Security Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access Customizable Fields Customize data fields to support various needs and use cases Referral Tracking Log and store the source of contacts/leads Quotes/Estimates Generate quotes or estimates for customers Risk Assessment Initiate collection and analysis of known risks Email Marketing Create and send email blasts/campaigns Email Management Manage, store and organize emails within the system or via third-party apps Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Contact Management Manage, organize, and store contact information Email Marketing Create and send email blasts/campaigns Claims Management Process of submitting and following up on claims with insurance companies Secure Login At least a username and password is required to access the system Commercial Specialized for organizations who focus on commercial projects and processes Commission Management Tracking, calculating, and paying commissions and earnings to employees Underwriting Management Manage the review process to determine financial risk on a loan or application Audit Trail A record of all activities within the system, including user access, changes made, etc. Insurance Policy Management Create, administer and manage insurance policies for various customers and insurance lines Customer Portal A website or login for customers to access information Customizable Reports Alter the layout and content of reports Reinsurance Administration Consolidation of data from multiple sources, products, and systems to manage the reinsurance process. Quotes/Estimates Generate quotes or estimates for customers Reminders Timed notification for any upcoming task, deadline, appointment, or activity Third-Party Integrations Set up connections to third-party platforms to improve business processes Document Storage Store and organize documents in a centralized system Generative AI Use AI to generate content in the form of text, images, videos, etc. Version Control Track revisions and updates made to files and navigate between different versions Document Management Store, manage, and track all electronic documents in a centralized location Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Data Import/Export Import and export data to and from software applications Insurance Rating Approval Process Control Manage the process of evaluating documents or requests submitted for approval Lead Management Store information about leads or contacts and track, manage and nurture them throughout the sales process Task Management Create, manage and track all task activities and progression User Management Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks Digital Signature Electronic signing method that validates the authenticity and integrity of a digital document Billing & Invoicing Create, manage, and send invoices or bills to customers Compliance Management Track and manage adherence to policies for any service, product, process, or supplier Electronic Payments Electronically collect payments for goods or services Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Search/Filter Search and filter data across systems to locate required information by entering keywords or certain criteria API Application programming interface that allows for integration with other systems/databases Broker/Agent Portal Online portal for brokers/agents to add, edit, update or access required information AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Workflow Management Create, design and manage workflows for repetitive tasks For Insurance Industry Intended to be used by insurers Forms Management Store, manage and track all forms in a centralized location Risk Assessment Initiate collection and analysis of known risks Show More ## 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