HawkSoft Reviews & Product Details

My favorite customer management tools within HawkSoft are email integration, the policy suspense tool, and the daily download reports. Our Agency has used this system for many years for all lines of business. It is very easy to learn and they offer training tools within Hawksoft for new agents. Their customer support team is wonderful and very responsive when needing technical or functional system support. I love the customer text abilities as it is very easy to use and manage. We use this system every day and have found that we have a hard time functioning without it. Review collected by and hosted on G2.com.

The only pain point with this system that I have found is managing premium totals per Agency producer when multiple producers are working with the same client. Review collected by and hosted on G2.com.

Hawksoft is still a software company that sells software. They don't exist to buy other company's ideas and repackage them as if they are part of a Hawksoft suite. Therefore, they listen to their customers - independent agencies in the U.S. that value relationships. You can go to a conference and upper management, not to mention the owner of the company will be sitting next to you in a breakout session and ask for your feedback. Hawksoft competitors often don't have owners, they have stockholders. Review collected by and hosted on G2.com.

Companies that don't buy up competitors and remarket them as their own, are companies that actually design, build, and distribute solutions to problems their customers face. Those solutions can take time to solve. Invariably there will be arguments on what are actually problems. What's easier is to leave existing products alone, leave those customers be, and go buy out your competitors and steal their customers. Then make it appears that you've GROWN your product base and customer base. That's not Hawksoft. They listen to their customers and build solutions that can take time. Review collected by and hosted on G2.com.

I like how it works with Hub Spot so you are able to see the policies in one place where all the communication to the customer is located. Review collected by and hosted on G2.com.

I wish that Hawk Soft had the ability to transfer information from Hub Spot so you dont have to log informaiton in 2 separate places. Hawk Soft transfers to Hub Spot but on the other way around. Review collected by and hosted on G2.com.

I like the ease of use as the best feature for Hawksoft. I trained all employees in my office when we first started using Hawksoft and once you know the logic behind how they created it, it is quite simply, very easy to use. The 2nd BEST feature (maybe this should be #1) is their customer service team, they are SIMPLY THE BEST! They have been amazing to work with from the very beginning. I am know on 5th year dealing with Hawksoft and their team is still SIMPLY THE BEST! Review collected by and hosted on G2.com.

The least simple thing bout Hawksoft is the way you have to put in for something to change and/or work better. It never gets done if you don't get other people to vote for you. I'm sure I'm not alone when I say I don't have time for that! Something so simple as to add something or get it changed can take a long time! Review collected by and hosted on G2.com.

We left one of the big two providers due to contract requirements and escalating costs. Another issue was that they held my data hostage and forced me to pay for my own data even though I uploaded it, maintained it and paid them for their service. Hawksoft was the best solution for us. Pricing fits our budget better, and the data is always mine. The system is straightforward to learn and operate. Since we signed on, there have been many improvements. Their customer support is excellent, and the user group is beneficial. I had the opportunity to sign on with them at the beginning of agency ownership but didn't. I wish a thousand times over that I had. To sum it up: Ease of use, pricing, flexibility, data ownership, and forward-thinking are the top likes for me. Review collected by and hosted on G2.com.

The one dislike I have is the way we access the system. It is online but not browser-based. It is more of a thin client-type access. This means you are accessing a remote network to access the file servers. Sometimes this can create a lag in access times and prevents proper remote access from smart devices. However, this will be fixed shortly. They have a plan in place for a true browser-based access, hopefully in the year 2023. Review collected by and hosted on G2.com.

I can work all day within Hawksoft and never have to go to my desktop. The ability to open Outlook and my carrier websites from within, print to client files, scan to client files and not have to save anywhere else first is a time saver. For most of my actions, I can flow from start to finish with ease. Review collected by and hosted on G2.com.

I wish there were some other customizable fields within the Log. I wish the Log system as a whole was organized and had a different appearance. Unless you know to go all the way to the right to look for the plus (+) signs, you'd never know there were appends to the log note itself.

Reports - they are very hard to figure out how to run on your own.

Start Page for everyone is not the same (so some tutorials don't apply and some functions are not available)

Text Notifications need to be more noticeable. Review collected by and hosted on G2.com.

As an independent agency, we have tried and tested multiple software, management systems, etc. Hawksoft has been, BY FAR, the easiest to work with. Our onboarding specialist spent hours helping us, was extremely knowledgeable, and expressed how much she loved her job. Any time we have questions or an issue arrises it always gets resolved after we call their support team. We can't begin to describe the great things Hawksoft has helped us do. It helps us stay organized, on task, and connected with our agents and clients. Review collected by and hosted on G2.com.

The only thing I dislike about HawkSoft is that.... honestly, I can't think of anything, especially when compared to the competing systems. Review collected by and hosted on G2.com.

I would highly recommend the HawkSoft insurance agency management system. This comprehensive solution demonstrates a commitment to continuous innovation and ensures it stays current with the ever-evolving technology trends.

One of the standout qualities of HawkSoft is the accessibility and responsiveness of its leadership team. They actively engage with the agent force and proactively respond to the needs and workflows of agents in their offices. It's evident that HawkSoft values the input and experiences of their users, as they prioritize incorporating user feedback into their system enhancements.

The support provided by HawkSoft is exceptional and sets them apart from others in the industry. Their support team goes above and beyond to address any concerns or issues promptly and effectively. Whether troubleshooting technical problems or providing guidance on system optimization, HawkSoft consistently delivers top-notch support.

In conclusion, HawkSoft's dedication to staying at the forefront of technology trends is commendable. They understand the importance of adapting to changes in the insurance industry and continuously improve their system to meet the evolving needs of insurance agencies. This commitment ensures users can leverage the latest tools and features to streamline their operations and enhance productivity. Review collected by and hosted on G2.com.

Our standout issue with HawkSoft has been the lack of portability and access to a cloud-based system. This has restricted our ability to service clients off-premises in the past. Fortunately, we were informed this year that they are moving to an actual, cloud-based platform early in 2024. Review collected by and hosted on G2.com.

In order to create and complete a process, you have to start and finish a log which helps prevent an employee from stating they did the work but forgot to document and also helps create a timeline should you have to defend against an E&O claim. Review collected by and hosted on G2.com.

Continually improving but still a work in progress to have a seamless API with vendors and carriers to help speed up the process of quoting/issuing/binding /servicing in our industry. Review collected by and hosted on G2.com.

My favorite thing about Hawksoft is that its leadership is dedicated to growth and improvement. There is so much interaction between them and all of us users that I am confident that we will always have a product that is relevant and functional to keep up with the times. The Hawksoft user group is a huge plus! Review collected by and hosted on G2.com.

The only issue I have with hawksoft is the challenges in creating and managing client files that doesn't involve too many steps, and that log suspenses can't be assigned in bulk outside of the download process. Review collected by and hosted on G2.com.