--- title: HawkSoft Reviews meta\_title: 'HawkSoft Reviews 2026: Details, Pricing, & Features | G2' meta\_description: Filter 84 reviews by the users' company size, role or industry to find out how HawkSoft works for a business like yours. aggregate\_rating: rating\_value: 4.8 review\_count: 84 scale: '5' date\_modified: '2026-08-07' parent\_category: name: Insurance url: https://www.g2.com/categories/insurance --- # HawkSoft Reviews & Product Details Claimed ###### Profile Status This profile is currently managed by HawkSoft but has limited features. Are you part of the HawkSoft team? [Upgrade your plan](https://sell.g2.com) to enhance your branding and engage with visitors to your profile! Since 1995, HawkSoft is a leader in agency management systems for commercial and personal lines agencies that want effective workflows and a delightful experience for staff and policyholders. We take pride in being independently owned and answerable to only two stakeholders – customers and employees. Created by independent agents, HawkSoft continues to evolve as a cutting-edge system that powers thousands of agencies with the tools and technologies you need to succeed in the ultra-competitive modern insurance industry. Turn your agency into an insurtech powerhouse with our strategic software and API Partner integrations. * * * Seller [Hawksoft](https://www.g2.com/sellers/hawksoft) Discussions [HawkSoft Community](https://www.g2.com/products/hawksoft/discuss) Languages Supported English Solution Type All-in-One Overview by Show More ## Value at a Glance Averages based on real user reviews. ### Time to Implement 3 months ### Return on Investment 17 months [ View More Pricing Information ](https://www.g2.com/products/hawksoft/pricing) ## Top-Rated Alternatives [ ![EZLynx](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "EZLynx") EZLynx 4.4/5(722) ](https://www.g2.com/products/ezlynx-ezlynx/reviews) [ ![Applied Epic](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Applied Epic") Applied Epic 4.4/5(1,800) ](https://www.g2.com/products/applied-epic/reviews) [ ![AMS360](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "AMS360") AMS360 4.3/5(968) ](https://www.g2.com/products/ams360/reviews) [ View All Alternatives ](https://www.g2.com/products/hawksoft/competitors/alternatives) ## User Insights Average based on 84 real user reviews. Implementation Time 3 months Perceived Cost $$$$$ [Log in to unlock pricing and user insights](/login) ## HawkSoft Integrations (2) What do users say about integrations? Integration information sourced from real user reviews. [ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Microsoft Outlook ](https://www.g2.com/products/microsoft-outlook/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") PL Rating ](https://www.g2.com/products/pl-rating/reviews) Show More ![Shannen S.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Shannen S.") SS Shannen S. Life & Health Broker Insurance Small-Business (50 or fewer emp.) 2/12/2025 "Great CRM for Insurance Agencies" 4/5 What do you like best about HawkSoft? 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. What do you dislike about HawkSoft? 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. What problems is HawkSoft solving and how is that benefiting you? HawkSoft eliminates the need for multiple systems to manage Agency policies, tasks, reporting, sales growth, and prospecting. Review collected by and hosted on G2.com. Show More Our network of Icons are G2 members who are recognized for their outstanding contributions and commitment to helping others through their expertise.G2 IconCurrent UserValidated ReviewerSource: Organic Review from User Profile JS Jessica S. Small-Business (50 or fewer emp.) 6/28/2023 "Great for Insurance" 4/5 What do you like best about HawkSoft? It's pretty user friendly and easy to learn. Review collected by and hosted on G2.com. What do you dislike about HawkSoft? I wish there were more templates for commercial policies. Boats could include more as well when entering. Review collected by and hosted on G2.com. What problems is HawkSoft solving and how is that benefiting you? Organization of policies is helping. Review collected by and hosted on G2.com. Show More Response from of HawkSoft [Editedit](https://www.g2.com/survey_responses/hawksoft-review-8233672/official_response/edit) Thank you for the review, Jessica! We are happy to hear that the system is user friendly. We appreciate your feedback as well. Please click the link below and submit an inquiry form so your dedicated HawkSoft Customer Success Manager can reach out to you and assist you with customized templates. [See how HawkSoft improved](https://www.wrike.com/frontend/requestforms/index.html?token=eyJhY2NvdW50SWQiOjExNzc5MDIsInRhc2tGb3JtSWQiOjYzODc3MH0JNDc5NzUwMzU5NzkxNgljZGIwNzJmYTgxODg3YTM0MWZjMzlmMDdhMGUzNDI1N2Q0MmVjNGU0NmE1NmFhMGE4N2M5OTAwZjYwYjUxOTY3) Current UserValidated ReviewerIncentivizedSource: Seller invite ![Verified User in Insurance](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Insurance") UI Verified User in Insurance Small-Business (50 or fewer emp.) 8/23/2022 "Easy to use but i feel it can improve" 3.5/5 What do you like best about HawkSoft? The reports are a great asset. I really like that you added annualized premium. Review collected by and hosted on G2.com. What do you dislike about HawkSoft? To many clicking buttons - that you cannot go in and edit even the client's personal information without going through all the steps. For instance, I spelled the client's last name wrong - I feel I should be able to click on named insured and correct it or birth date etc. Or even correcting an invoice is not real easy. Review collected by and hosted on G2.com. What problems is HawkSoft solving and how is that benefiting you? None at this point Review collected by and hosted on G2.com. Show More Response from Rachel Stauffer of HawkSoft [Editedit](https://www.g2.com/survey_responses/hawksoft-review-7023238/official_response/edit) Thanks for leaving us a review! We're glad you like using HawkSoft's reporting features. HawkSoft's proprietary Action Menu feature does require making a few clicks before completing an action, in order to keep every action on a client file documented for historical and E&O purposes. But we'd love to hear any suggestions you have or improvements you'd like to see - feel free to send comments to marketing@hawksoft.com! Feedback from agents is what drives our product forward (in fact, the annualized premium feature you mentioned was added because of agency feedback). Current UserValidated ReviewerIncentivizedSource: Seller invite ![Verified User in Insurance](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Insurance") UI Verified User in Insurance Small-Business (50 or fewer emp.) 8/25/2021 "Great overall but a little on the slower side." 4/5 What do you like best about HawkSoft? It's easy to search for customers that call in. I can make notes on each customer. They also give great tips and tricks on how you can be more efficient. Review collected by and hosted on G2.com. What do you dislike about HawkSoft? It's a little slower than some other platforms I have used in the past. It also lags behind when I need it the most. Review collected by and hosted on G2.com. Recommendations to others considering HawkSoft: Make sure that you have good internet service or it will not run properly. Watch their YouTube videos to find out how to learn more and work better with their system. Review collected by and hosted on G2.com. What problems is HawkSoft solving and how is that benefiting you? I can simplify how I look for my customers when they call in about their insurance. It makes it easier for me that I can search by name, number, address, or policy # of that person. Review collected by and hosted on G2.com. Show More 10/21/2021 Current UserValidated ReviewerIncentivizedSource: G2 invite LC Levi C. A Small-Business (50 or fewer emp.) 10/21/2021 "Use Hawksoft as a CRM and Document Management resource." 4/5 What do you like best about HawkSoft? The ability to have all docs electronically available and easily accessible Review collected by and hosted on G2.com. What do you dislike about HawkSoft? The ability to navigate is outdated compared to other CRM tools/software Review collected by and hosted on G2.com. Recommendations to others considering HawkSoft: Look to other CRMs if looking for a modern-looking CRM tool Review collected by and hosted on G2.com. What problems is HawkSoft solving and how is that benefiting you? Document management and CRM capabilities Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite ![LINDSEY M.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "LINDSEY M.") LM LINDSEY M. Personal Lines Account Manager Small-Business (50 or fewer emp.) 7/23/2021 "Hawksoft" 4/5 What do you like best about HawkSoft? Easy to navigate through and very cost effective. Review collected by and hosted on G2.com. What do you dislike about HawkSoft? It's a fundamental software program and lacks some of the essential elements that other programs offer. Review collected by and hosted on G2.com. What problems is HawkSoft solving and how is that benefiting you? It offers text correspondence options with clients Review collected by and hosted on G2.com. Show More Validated ReviewerSource: Organic ![Verified User in Information Services](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Information Services") UI Verified User in Information Services Small-Business (50 or fewer emp.) 6/27/2017 "User friendly and organized " 4/5 What do you like best about HawkSoft? I really like how detailed you. an hey with HawkSoft and I especially like how I can store all my files as attachments on different tabs for different insurances and taxes. It's made my job easier than manually separating everything in paper form. Review collected by and hosted on G2.com. What do you dislike about HawkSoft? I do not enjoy how inputting information sometimes requires one specific thing (email) or else the profile won't be created. It's annoying when you have older clientele who don't necessarily use email. Review collected by and hosted on G2.com. Recommendations to others considering HawkSoft: I would highly recommend getting someone to show you the ropes of how it is used. It is simple enough to be learned on your own but I had someone show me how to use it and after one day, I already knew the ins and outs of the system perfectly. Review collected by and hosted on G2.com. What problems is HawkSoft solving and how is that benefiting you? We are making the process go faster and letting all our staff view information easily on one platform. We are also able to check exactly what time and date information was logged and by which person so we can know immediately who to ask. Review collected by and hosted on G2.com. Show More 6/29/2017 Validated ReviewerIncentivizedSource: G2 invite ![Erik J.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Erik J.") EJ Erik J. Director of Sales and Operations Insurance Small-Business (50 or fewer emp.) 6/29/2016 "Decent Product for a smaller agency" 3.5/5 What do you like best about HawkSoft? It is easy to set up, but you need to make sure you're on top of it all the time. There certificate of insurance processing it very easy to use. Acord forms fill out automatically for the most part, there accounting is basic but functional. Review collected by and hosted on G2.com. What do you dislike about HawkSoft? They use an old platform of connecting through Visual Workspace or RDP unless you spend the money to deploy on site. It can be quite slow at processing things, and you also constantly get kicked out of it if you network becomes slow. Review collected by and hosted on G2.com. Recommendations to others considering HawkSoft: They are great if you are a small agency and have a mixed book. If you aren't looking for heavy customization then it works great. It is a little cumbersome when it comes to setting "suspenses" and doing follow up type work. Review collected by and hosted on G2.com. What problems is HawkSoft solving and how is that benefiting you? We are able to manage policies effectively (for the most part). We switched from using GBS and at that time it solved the issue of producing certs and acords. We were able to maintain our staffing level while increasing the number of clients. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite ## Questions about HawkSoft? Ask real users or explore answers from the community Get practical answers, real workflows, and honest pros and cons from the G2 community or share your insights. [ Ask about HawkSoft ](https://www.g2.com/products/hawksoft/discussions/new) GU Guest User • Last activity almost 4 years ago What does EZLynx cost? 0 Upvotes 1 [ Join the conversation ](https://www.g2.com/discussions/what-does-ezlynx-cost) GU Guest User • Last activity over 3 years ago What is applied epic? 0 Upvotes 2 [ Join the conversation ](https://www.g2.com/discussions/hawksoft-what-is-applied-epic) [ View all Discussions ](https://www.g2.com/products/hawksoft/discuss) ## Pricing Insights Averages based on real user reviews. ### Time to Implement 3 months ### Return on Investment 17 months ### Average Discount 5% [ View More Pricing Information ](https://www.g2.com/products/hawksoft/pricing) HawkSoft Comparisons ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_637d6a3179f04c22c82f6327a286b6ad/applied-epic.png "Product Avatar Image") Applied Epic 4.4/5(1,800) [ Compare Now ](https://www.g2.com/compare/applied-epic-vs-hawksoft) ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_d2eb52f559f75a44e84a8e52437b0e4d/ams360.png "Product Avatar Image") AMS360 4.3/5(968) [ Compare Now ](https://www.g2.com/compare/ams360-vs-hawksoft) ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_28fcd9298e3f9c43931987e932243b3c/qqcatalyst%282%29.png "Product Avatar Image") QQCatalyst 4.4/5(671) [ Compare Now ](https://www.g2.com/compare/hawksoft-vs-qqcatalyst) ##### ##### HawkSoft Features Administration Accounting Contact Management Commissions Insurance Documentation Claims Management Insurance Policy Management Invoicing & Receipts [ View More Features ](https://www.g2.com/products/hawksoft/features) ##### Categories on G2 [Insurance Agency Management Systems](https://www.g2.com/categories/insurance-agency-management-systems)[Insurance Suites](https://www.g2.com/categories/insurance-suites)[Property & Casualty Policy Administration Systems](https://www.g2.com/categories/property-casualty-policy-administration-systems) ##### Explore More [What is the best employee engagement software?](https://www.g2.com/discussions/what-is-the-best-employee-engagement-software)[Best AI legal assistants for compliance management](https://www.g2.com/discussions/what-are-the-best-ai-legal-assistants-for-compliance-management)[Most reliable EOR software for a growing service business](https://www.g2.com/discussions/most-reliable-eor-software-for-a-growing-service-business) [Out of Office Messages](https://learn.g2.com/out-of-office-message)[What is the most affordable service desk software for SMBs?](https://www.g2.com/discussions/what-is-the-most-affordable-service-desk-software-for-smbs)[Pros and Cons Details](https://www.g2.com/products/hawksoft/reviews?qs=pros-and-cons) [Show MoreShow Less](javascript:void(0);)