--- 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 **Vendor:** Hawksoft **Category:** [Insurance Agency Management Systems](https://www.g2.com/categories/insurance-agency-management-systems) **Average Rating:** 4.8/5.0 **Total Reviews:** 84 ## About HawkSoft 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. ## HawkSoft Pros & Cons **What users like:** - Users value the **centralization** of customer communications and policies in HawkSoft, enhancing efficiency and organization. (1 reviews) - Users value the **excellent customer support** of HawkSoft, which enhances their overall experience and productivity. (1 reviews) - Users value the **excellent communication features** in HawkSoft, especially the ease of text and email integration. (1 reviews) - Users value the **responsive customer support** of HawkSoft, ensuring effective assistance for technical and functional needs. (1 reviews) - Users value the **download efficiency** of HawkSoft, which streamlines operations and enhances daily productivity. (1 reviews) - Downloads (1 reviews) - Ease of Use (1 reviews) - Easy Access (1 reviews) - Email Integration (1 reviews) - Users value the **customer-centric approach** of HawkSoft, appreciating responsive support and effective management tools. (1 reviews) **What users dislike:** - Users struggle with **integration issues** as HawkSoft lacks bidirectional data transfer with HubSpot, necessitating duplicate entries. (1 reviews) - Users struggle with **managing premium totals** per Agency producer, which complicates collaboration on shared clients. (1 reviews) ## HawkSoft Reviews ### 1. Client Management System for Independent Agency **Rating:** 3.0/5.0 stars **Reviewed by:** Tannya B. | Board of Director, Small-Business (50 or fewer emp.) **Reviewed Date:** September 13, 2022 **What do you like best about HawkSoft?** like the ability to just click on an item and it instantly copies it **What do you dislike about HawkSoft?** alot of the functions did not work correctly **What problems is HawkSoft solving and how is that benefiting you?** Hawksoft downloaded policy data from the carrier into the system **Official Response from Rachel Stauffer:** > Thanks for leaving us a review, Tannya! We're sorry to hear there are elements that are not working well for you, and we want to do everything we can to make sure HawkSoft is meeting the needs of your agency. We'll have a member of our Customer Success team reach out to you to see how we can help! ### 2. Somewhat east to use **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** April 10, 2019 **What do you like best about HawkSoft?** your current customers are easy to change back and forth through **What do you dislike about HawkSoft?** to many steps to add something new into it **What problems is HawkSoft solving and how is that benefiting you?** Client database going paperless, Easy to track sales ## HawkSoft Discussions - [What is applied epic?](https://www.g2.com/discussions/hawksoft-what-is-applied-epic) - 2 comments - [What does EZLynx cost?](https://www.g2.com/discussions/what-does-ezlynx-cost) - 1 comment - [View HawkSoft pricing details and edition comparison](https://www.g2.com/products/hawksoft/reviews?filters%5Bnps_score%5D%5B%5D=3§ion=pricing&secure%5Bexpires_at%5D=2026-08-12+11%3A14%3A12+-0500&secure%5Bsession_id%5D=8261d981-3c0f-4228-b79e-e66e56830b5f&secure%5Btoken%5D=747fdac2734189248dc2a622cc1a65df1bb4a0f72ad3599e15599fcf31852f23&format=llm_user) ## HawkSoft Integrations - [Microsoft Outlook](https://www.g2.com/products/microsoft-outlook/reviews) - [PL Rating](https://www.g2.com/products/pl-rating/reviews) ## HawkSoft Features **Additional Functionality** - Email Management - Alerts/Notifications - Contact Management - Email Marketing - Claims Management - Secure Login - Commercial - Commission Management - Underwriting Management - Audit Trail - Insurance Policy Management - Customer Portal - Customizable Reports - Reinsurance Administration - Quotes/Estimates - Reminders - Third-Party Integrations - Document Storage - Generative AI - Version Control - Document Management - Activity Dashboard - Data Import/Export - Insurance Rating - Approval Process Control - Lead Management - Task Management - User Management - Digital Signature - Billing & Invoicing - Compliance Management - Electronic Payments - Reporting & Statistics - Search/Filter - API - Broker/Agent Portal - AI Copilot - Workflow Management - For Insurance Industry - Forms Management - Risk Assessment **Administration** - Accounting - Contact Management - Commissions - Sales Tools - Reporting & Statistics - Payment Processing - Email Integration - Task Management - Third-Party Integrations - Accounting Integration - Alerts/Notifications - Calendar Management - Pipeline Management - Commission Management - Email Management - User Management - Forms Management - Invoice Management - Workflow Management - Document Management - Contact Database **Insurance Documentation** - Claims Management - Insurance Policy Management - Invoicing & Receipts - Electronic Signatures - Client Management - Lead Management **Additional Functionality** - Client Portal - Access Controls/Permissions - AI Copilot - Audit Trail - Search/Filter - Commission Calculations - Insurance Rating - Activity Tracking - API - Customizable Templates - Customizable Branding - Document Storage - Property & Casualty - Configurable Workflow - Life & Health - Monitoring - Status Tracking - Customizable Forms - Generative AI - Document Templates - Self Service Portal - Reminders - Customizable Reports - SSL Security - Customizable Fields - Referral Tracking - Quotes/Estimates - Risk Assessment - Email Marketing ## Top HawkSoft Alternatives - [EZLynx](https://www.g2.com/products/ezlynx-ezlynx/reviews) - 4.4/5.0 (708 reviews) - [Applied Epic](https://www.g2.com/products/applied-epic/reviews) - 4.4/5.0 (1,778 reviews) - [AMS360](https://www.g2.com/products/ams360/reviews) - 4.3/5.0 (955 reviews)